From Raw Management Pack to Structured Financials in Minutes

AI automates the extraction and first-pass analysis in financial due diligence, producing a first-cut databook, flagged findings and draft management questions. Where it fits, and what it doesn’t replace.

In M&A due diligence, a databook is the structured set of financial exhibits behind the FDD report. What goes in one, and why it matters.

Financial due diligence (FDD) independently verifies a target company’s financial statements, trends and quality of earnings before a deal closes. Here’s who performs it, what it covers and how long it takes.

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 […]