Intelligence & Insights

Cut fixed asset screening from weeks to 60 minutes. Accounting led reconciliation with AI assisted screening flags exceptions for M&A teams.

Run an ERP driven slow moving inventory analysis in 2–3 days. Pair FSN with ABC XYZ scoring and use AddBack to normalize data and flag anomalies.

Normalize EBITDA with diligence first add backs buyers accept. Defend adjustments, avoid repricing, and speed reviews with automation.

M&A guide that turns supplier concentration risk into auditable metrics, contract flags and seller remediation, plus a pre deal screen in ~60 min.

Practical, evidence first guide for finance teams. Learn Golden Rule ingestion checks, field level testing, and approval first AI to reduce exceptions and...

Practical five step ASC 606 walkthrough that links key judgment points to controls and shows how automation can cut testing to 60 minutes.

Unlock cash flow insights with effective accounts receivable analysis. Discover critical KPIs and improve your collection strategy today.

Learn how to identify and manage related-party transactions, ensuring compliance with standards and effective risk controls.

Discover how AI is transforming M&A deal sourcing and screening, boosting efficiency and cutting costs while enhancing human oversight.

Almost every guide to AI in financial due diligence is written for accounting firms. This one is written for the buyer: what a screening pass can establish before you commission a confirmatory report, and what it can never replace.

SOP 50 10 8.1 adds a Quality of Earnings mandate to SBA 7(a) change of ownership deals at $3 million and up. What the report must contain, who is allowed to commission it, and how the earnings figure can shrink the loan.