From Raw Management Pack to Structured Financials in Minutes

Most advisory firms doing QoE work are still doing it in Excel. That is not a criticism. Excel is flexible, familiar and controllable. But it does not scale and it does not get faster with repetition. Quality of earnings software exists precisely to solve that problem. Here is what purpose-built tools actually do and what […]

Advisory firms looking at AI tools for financial due diligence are navigating a market that has changed quickly and is not always easy to assess from the outside. This is a practical guide to what exists, what to look for and what questions are worth asking before committing to anything. Two types of tools in […]

The traditional FDD workflow has not changed much in twenty years. Data comes in, analysts process it manually, seniors review it, the report gets built from scratch. The timeline is measured in weeks. That is starting to change. What is changing is the middle part. The processing. And that change is more significant than it […]

Quality of earnings automation is changing how advisory firms approach FDD engagements in 2026. Quality of Earnings is one of the most judgment-intensive parts of financial due diligence. It is also one of the most time-consuming. That combination makes it an interesting test case for what AI can and cannot do in a professional services […]

In 2026, AI in transaction services is moving from pilot to standard practice across advisory firms of all sizes. There is no shortage of commentary about AI changing professional services. Most of it describes a future that has not arrived yet. This is about what is actually happening now. Where AI has genuinely landed in […]

Three weeks. Sometimes four. That is still the honest answer when a client asks how long FDD is going to take. The tools available to advisory firms have changed significantly. Client expectations have changed. But actual delivery time on a financial due diligence engagement? Largely the same. Here is why. The data is the problem, […]