Case study · sample data

Lane finds the mistake. The fix is one press.

An account filed in the wrong place does not stop a trial balance balancing. It just makes the statements wrong. Here is one found and fixed.

Larkspur Hospitality Group is fictional. We run these books on the live app to test Outlane. This month was run on 19 September 2026. Lane's answers are quoted as it gave them.

Companies
4
Trial balance files
8
Accounts
38
Mistakes found
3

01

The books arrive.

Eight trial balances: four companies, 2025 and 2026. Outlane suggests where each of the 38 accounts belongs, and the analyst approves them all at once, as a busy close does.

02

One slip.

On the mapping page, Food Sales (4010) is filed under expenses. Net income does not move and every trial balance still balances. August revenue is now $242,440 short.

03

Ask Lane to tie out the month.

Check every statement and every report for August and fix anything that's wrong.

Lane

August has three mapping errors across all statements and reports:

  • 4010 – Food Sales: move from expense to revenue; balance -$242,440.
  • 2510 – Line of Credit – Riverbend Bank: move from long-term to current liabilities; balance $0.
  • 2610 – Due to Larkspur Holdings: move from long-term to current liabilities; balance -$32,312.
Lane in the app: asked to check every statement and report for August, it proposes moving 4010 Food Sales from expenses back to revenue and offers the move with an Apply button
A later run of the same check, with only the slip planted.

The first is the slip. The other two were already there: the ledger calls both accounts current liabilities, and the suggested mapping had filed them as long-term. They were approved with everything else. Suggestions now follow the ledger's own account type.

04

Two presses.

Lane offers each fix with an Apply button. Apply makes the same change the mapping page would, then rebuilds the review. Nothing changes until someone presses it.

05

Ask again.

Check again: does everything tie now?

Lane

Yes. Everything ties for August 2026. All 22 checks passed across every statement and report for all four companies, with no remaining findings.

What Lane ties out

  • Each profit and loss line against the accounts in it
  • The balance sheet against the year's profit
  • The cash flow against cash, opening and closing
  • Each account against what the ledger calls it
  • The review's tables against each other, and board report text against the figures
  • With QuickBooks or Xero connected: every line against the ledger's own balance sheet and P&L

Lane reads and suggests. It never changes anything by itself, and it cannot change your ledger.

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