Validate before analysis
Map CSV or Excel columns and resolve import errors before confirming structured financial data.
FOR TRANSACTION ADVISORY TEAMS
From client files to a reviewable conclusion.
Keep information requests, financial imports, adjustments, and findings connected. Give the engagement team a shared workspace for building and reviewing the story behind the numbers.
No signup to explore · Editable sample data · Human-reviewed conclusions
THE COORDINATION CHALLENGE
The work is more than collecting files. Reviewers need to understand how the source information supports the adjustment, finding, and final narrative.
BUILT AROUND YOUR WORK
A clearer process for transaction advisory and accounting firms.
Review earnings adjustments
Record seller and analyst amounts with supporting documents. Approved adjustments contribute to adjusted EBITDA.
Build an inspectable narrative
Link findings to evidence and prepare report sections for human review.
- 1
Collect the financial source files against a request.
- 2
Import, validate, and document the proposed adjustments.
- 3
Review evidence-linked findings and the report narrative.
START WITH YOUR WORKFLOW
Explore an advisory workflow.
We’ll start with the process you want to improve, the people involved, and the questions that matter to your team.
- Discuss your use case and current process
- Explore the relevant sample workflow
- Agree a sensible next step together
Scope, pricing, and access are confirmed separately. No commitment is created by sending an inquiry.
Download the diligence playbook ↓USEFUL TO KNOW
Before you get started.
Is this an accounting opinion or assurance service?
No. The platform supports organization and review. Your firm determines the procedures, judgment, and professional conclusions appropriate to the engagement.
Can we discuss a channel relationship?
Yes. The Partner Network page describes potential collaboration models and accepts partnership requests. Scope and commercial terms are agreed individually.