The AI due diligence platform for global deal teams

Due Diligence That's

Faster Smarter Leaner

AI-Built for Financial Due Diligence

PinpointAI cuts FDD delivery up to 60%, automating everything from data extraction to client-ready reports. Built on an enterprise-grade secure platform designed for the confidentiality demands of M&A.

Trusted by Leading M&A Advisory Firms

From boutique advisories to global firms, deal teams worldwide trust PinpointAI to deliver faster, more accurate due diligence.

Trusted by Leading M&A Advisory Firms

From boutique advisories to global firms, deal teams worldwide trust PinpointAI to deliver faster, more accurate due diligence.

BDO
BKL
Focus Capital Partners
INCRA
MNP
Nolan Partners
Pando
Focus Investment Banking
UNW
Cooper Parry
Platform Results

Financial Due Diligence Reports In minutes

AI-powered analysis that turns raw deal data into client-ready reports, fast.

Hours Saved
0

Per FDD Project

Hours
0

From data upload to draft FDD report

FDD Reports
0 +

Generated on Platform 

More Margin
0 %

Per advisory deal

Financial Due Diligence Automation

Financial due diligence involves a lot of work that has nothing to do with expert judgement. Data is pulled from multiple sources, copied into Excel, structured manually, then reports are built from scratch under time pressure. PinpointAI handles all of that. Your team uploads the deal data and the platform takes it from there: extraction, analysis, findings, management questions and a draft report, all ready on day one.

What We Do
PDF
CSV
XLS
DOC
$
%
Σ
PDF
CSV
Excel
Management Accounts
XLS CSV PDF DOC
Extracts Validates Analyses
Output
Revenue & EBITDA
Quality of Earnings
PPT XLS Memo
4,000
3,000
2,000
1,000
FY23
FY24
Revenue
EBITDA
+34% YoY

How It Works?

Upload your deal data: trial balances, general ledgers, management accounts. PinpointAI maps and structures everything, then runs dedicated AI agents across each scope component.

Anomalies are flagged, potential QoE adjustments are identified, and management questions are generated with rationale. By the time your team sits down to work, the analysis is already running.

1
Upload Your Data
Trial Balances General Ledgers Management Accounts
Multi Source files
Excel · PDF · Word · CSV · PowerPoint
2
AI
AI
AI
AI
AI Agents Activate
Revenue Costs Working Capital QoE Headcount
Parallel processing
All scope components run at the same time
3
Anomaly detected Revenue spike 23—Q4
QoE adjustment One-off cost −$84K
Management question Margin May 23 ≠ 24
Insights Delivered
Anomalies QoE Adjustments Rationale Included Questions
Client-ready in hours
PDD draft · QoE pack · Data requests

What You Get

Everything your team needs on day one of a project:

  • Draft branded PowerPoint FDD report

  • Excel data book with monthly runners and full table cuts

  • On-screen insights across every scope component

  • QoE adjustment scanner with transaction-level drill-down

  • Management Q&A questions with reasoning

All outputs are in your branding, ready to review, refine and take to sign-off

PPT
PowerPoint FDD Report
Draft branded deck
XLS
Excel Data Book
Monthly runners & full table cuts
Screen
On-screen Insights
Every scope component
QoE Scanner
Software licence — annualised −$42K
One-off legal fees, Q4 23 +$128K
Recurring bonus accrual −$36K
Transaction-level drill-down on every adjustment
Q&A
Why did AR days jump Q4 23?
DSO moved 41→58 on stable rev
Margin delta May 23 vs 24?
−3.8pts; COGS mix shift
Questions with reasoning
In your branding

Time To Value

From data upload to first-cut report in hours, not days.

  • Data extraction and mapping begins on upload

  • AI agents run across every scope component

  • Anomalies and potential adjustments surfaced immediately

  • Draft PowerPoint and Excel data book ready on day one

No more starting from blank slides after the Q&A session.

Before PinpointAI
Understand
data formats
Manually check
what’s missing
Generate
data requests
Copy & paste
into Excel
Physically
search data
Generate
trends
Assemble
PPT & XLS
Dataroom
Analysis
Anomalies & Insights
Report
With PinpointAI
Dataset
mapping
Homogenise
disparate data
Detect anomalies
& generate insights
Publish branded
report
Dataroom
Analysis
Anomalies & Insights
Report
60%
FASTER DELIVERY
Before 2–3 wks
With 2–4 hrs
See How It Works
The market moved. Most firms haven't.

Your Clients already expect faster answers

Deal timelines are shrinking and clients have adjusted their expectations accordingly. Initial findings in days, not weeks. A structured view of the numbers before the first management call. The firms that built this capability early are now setting the standard. For everyone else, the gap is closing fast.

Why Firms Are Switching

Manual diligence is already a competitive risk

Firms relying on manual processes are taking longer, charging more and delivering less than clients expect. Timelines are tightening. Margins are under pressure - and across the table, your competitors are already moving faster. What impressed clients two years ago is now the baseline. The firms that act now will set the standard. The ones that wait will be playing catch up.

Discover more

Before

After

pinpoint-before-timeline 1Group 12
Customer Testimonials

Customer success stories

The best way to showcase our commitment is through the experiences and stories of those who have partnered with us.

Focus Investment Banking
PinpointAI

Ready to Transform Your Due Diligence Process?

Join leading M&A teams who’ve reduced their due diligence time by 60%+ with PinpointAI

Request A Demo