AI-Powered Financial Due Diligence
and Quality of Earnings
PinpointAI is the purpose-built AI platform for FDD and QoE teams. From data upload to draft report in hours. Built for the speed, accuracy and confidentiality that M&A advisory demands.
The Problem
Why Financial Due Diligence Still Relies on Manual Processes
Most FDD engagements start the same way. Data arrives in inconsistent formats. Junior staff spend days cleaning spreadsheets. Senior time gets pulled into tasks that add no analytical value. Reports get built from blank slides under time pressure. By the time real analysis begins, half the engagement budget is already spent.
- Data arrives in inconsistent formats across every deal
- QoE scenarios are built manually, one by one
- Days are spent on data prep before analysis can begin
- Senior time gets absorbed by work that should not need it
PinpointAI was built to change that.
How it Works
How PinpointAI Automates Financial Due Diligence and QoE Analysis
Most AI tools stop at analysis. PinpointAI is the only financial due diligence AI platform that runs dedicated agents across every stage of the engagement, from raw data intake through to a finished, client-ready report.
Automated Data Intake and Structuring
Upload trial balances, general ledgers and management accounts. PinpointAI maps and homogenises the data automatically, flagging gaps and inconsistencies before financial due diligence analysis begins.
AI-Driven QoE and FDD Analysis
Dedicated AI agents run across revenue, costs, working capital and more. Anomalies are flagged, quality of earnings adjustments are identified and management questions are generated with supporting rationale.
Draft FDD Report and Data Book, Ready on Day One
PinpointAI produces a branded PowerPoint financial due diligence report and Excel data book automatically. Your team starts with a complete first draft, not a blank slide deck.
PinpointAI is built to augment FDD and QoE teams, not replace them. Your seniors stay focused on the judgement calls that justify your fees.
What You Get
What PinpointAI Delivers on Every FDD Engagement
Every engagement produces the same set of structured, client-ready outputs. No blank slides, no manual assembly, no starting from scratch.
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Branded PowerPoint FDD report, structured and ready to refine
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Quality of Earnings adjustment scanner with transaction-level drill-down
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Anomaly detection across revenue, costs and working capital
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Management questions generated with supporting rationale
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Excel data book with monthly runners and full table cuts
Your team walks into every engagement with a first draft already done.
The Business Case
What changes when your firm adopts PinpointAI
The impact of AI financial due diligence software goes beyond speed. It changes what your team can take on, how you price engagements and what clients experience from day one.
Firms using PinpointAI are not just working faster. They are working in a way their competitors cannot yet match.
Who We Work With
Built for FDD and QoE Teams Who Need to Move Faster
PinpointAI is used by transaction services teams, M&A advisors and corporate finance professionals across the UK, Europe, US and Australia. If your team delivers FDD or QoE analysis, the platform was built for you.
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Transaction services and FDD teams at accounting and advisory firms
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Boutique and mid-market M&A advisory firms
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In-house corporate development and buy-side investment teams
From a single advisor running 5 deals a year to a team processing hundreds, PinpointAI scales with the demands of your practice.
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.
