Our Services
At Inventory, we offer tailored documentation and data organization services designed to bring order and clarity to your personal, professional, and financial life. Explore our services below.
Pricing on Application
Insurance & Estate Inventory
General Household Inventory
We create a detailed inventory of your household items for insurance purposes — including retail values, brand and model details, license codes, and other key information. You’ll receive a comprehensive, easy-to-update template that ensures accurate insurance coverage and simplifies possessions management.
Office Contents
We document all movable furniture and equipment in your workspace, helping you manage office assets and maintain proper insurance records.
Deceased Estates
We provide a structured inventory of personal belongings to assist with estate planning and simplify the legal and administrative processes of managing a will or estate.
Product Liability Inventory
If you sell or supply products, we compile a comprehensive list to help ensure accurate insurance coverage and manage product liability risks.
Financial Data Management
Personal Finance Tracking
We organize your financial life by capturing key details from your bank statements and supporting documents into a clear, spreadsheet-based overview. Understand what you owe, own, earn, and spend — and walk away with a customized template you can update regularly.
Business Finances
We organize and maintain your small business financial data in a structured spreadsheet format — making it easy to manage, share with your accountant, and prepare for tax season.
Ship Chandlery, Auctions & Spreadsheet Management
Ship Chandlery Inventory
We help organize inventory for ships and marine operations by maintaining detailed spreadsheets across essential categories like food, fuel, maintenance parts, safety equipment, and personal care items.
Auctions
- An asset registry creates a verifiable history of an item
- Legal Clarity & Title Verification
- After sale updates
- Listing of deceased estates & liquidations
Spreadsheet Services
Data Capturing: We create spreadsheets that capture the essential financial or asset information of your household or business.
Data Transformation: We clean up and restructure disorganized spreadsheets, making your data more usable and searchable.
Ongoing Management: We maintain your spreadsheets over time, managing updates and ensuring consistent information flow in and out of your system.
FAQ
What exactly does Inventory do?
Inventory helps individuals, families, and small businesses organize and document their assets and financial data. Whether for insurance, estate planning, or financial clarity, we create comprehensive and easy-to-maintain spreadsheets tailored to your needs.
How can an inventory help with insurance claims?
By providing a detailed and accurate list of your belongings – complete with brand names, model numbers, and values – you’ll be better prepared in the event of a loss. This makes filing insurance claims faster, easier, and more likely to be approved in full.
Is this service only for homeowners?
Not at all. We also work with insurance brokers, renters, small business owners, estate planners, and even ship chandlers.
What formats will my data be delivered in?
All data is delivered in organized, easy-to-use spreadsheet formats. These are designed for easy updates and can be shared with insurance agents, accountants, or legal representatives when needed.
Can you help organize my business’s finances too?
Yes! We assist small businesses by capturing financial data, categorizing expenses, and maintaining clean, accurate spreadsheets that make tax season and accounting far less stressful.
What’s the difference between your household inventory and estate planning services?
Household inventories are primarily for insurance purposes—detailing the contents of your home. Estate planning services take it a step further, documenting assets that may be referenced in a will to simplify administration during difficult times.
Client Testimonials
