AI Financial Due Diligence
AI Financial Due Diligence From First Upload to Final Report
PinpointAI automates financial due diligence from data intake through to a branded, draft PowerPoint report. Upload your deal data and the platform handles extraction, structuring, analysis, anomaly detection, management questions and a first-cut FDD report, all before your team opens a single spreadsheet.
What Changes
Start Every Engagement With a Structured First Draft
From the moment data is uploaded, PinpointAI starts building. By the time your team sits down to work, the foundation is already in place.
- Draft FDD report ready in hours, not days
- Anomalies and red flags surfaced before the first client call
- No manual variance hunting or data cleaning
- Consistent, partner-ready structure from day one
How it Works
Five Steps From Data Upload to Draft Report
Key Capabilities
What PinpointAI Does Inside the Data
Automated Insights and Anomaly Detection
Identify peaks, troughs, outliers, and unusual movements across time periods and financial statements, without manual variance hunting.
Data Integrity and Reconciliation
PinpointAI flags gaps and mismatches between sources such as management accounts vs GL or trial balance. This often becomes an immediate finding and accelerates early diligence questions.
Transaction-Level Drilldown
Click from summary trends into underlying transactions when the GL is available. Get fast clarity on what is driving movement.
Quality of Earnings Adjustment Scanner
Scans the general ledger across a wide range of business scenarios and highlights potential adjustments, one-offs, normalisations, and irregularities. It is designed to generate a strong starting list and add context on what is inside the numbers.
Draft Reporting in Your Branding
Export a PowerPoint report populated with the first cut of insights and tables. Templates can be aligned to your firm’s branding so you start with your format, not ours.
Getting Started
Your First Deals, SupportedEvery Step
Getting started with PinpointAI does not mean figuring it out alone on a live deal. The PinpointAI team works closely with your firm through onboarding and your first engagements, providing hands-on support, guided walkthroughs and direct access to the team until your people are confident and self-sufficient.
Onboarding
Structured onboarding tailored to your firm’s workflows
Deal Support
Hands-on support through your first live engagements
Ongoing Support
Direct access to the PinpointAI team throughout early adoption
Find Out More
See PinpointAI on a Real Deal
Book a demo and we will walk through your data, your deal scope and exactly what PinpointAI produces for your team.
FAQ's
Frequently asked questions
Quick answers to questions you may have. Can't find what you're looking for? Check out our full documentation.
Monthly management accounts and a chart of accounts. Trial balance or general ledger is recommended but not required.
No. The platform is designed to work with typical exports and real-world management packs.
Yes. Your PowerPoint template can be injected so exports align to your branding.
No. It accelerates preparation and early analysis so experts can focus on conclusions and decision-making.
