Run Every FDD Engagement in One Controlled Workflow

PinpointAI Workflow is a purpose-built project management environment for Financial Due Diligence and Quality of Earnings teams. Deals progress through defined stages, teams collaborate in one place, and managers see project status in real time.

Pinpoint Workflow

Built for FDD and QoE Teams

  • Deals progress through defined stages.
  • Managers see project status instantly.
  • Teams collaborate in one place.
  • No more scattered emails.
  • No more shared drives.
  • No more version confusion.
Request A Demo
workflow
How It Works

Every Deal Moves Through Defined Stages

PinpointAI Workflow organises every FDD engagement into clear, trackable stages. No more guessing where a deal is or what is outstanding.

  • Where a project sits
  • What is outstanding
  • Who is responsible
  • What has been completed
Collaboration

Every Deal Has Its Own Secure Workspace

Every engagement in Pinpoint Workflow has its own isolated workspace. Everything related to that deal lives in one place, accessible only to the people working on it.

  • Store all files and analysis in one place
  • Leave contextual comments .
  • Create and assign actions
  • Track task completion
  • Maintain a clean audit trail

No external tools required. No scattered emails. Everything your team needs is inside the engagement.

workflow
workflow
Access and Governance

Full Control Over Who Sees What

Every engagement in Pinpoint Workflow is locked down to the people working on it. Management sets the permissions, controls access and has full visibility of user activity across all live deals.

  • Project-level permissions
  • Role-based access .
  • Controlled editing rights
  • Clear visibility of user activity

Only authorised users can view or contribute to specific engagements.

The Outcome

What Changes When Your Team Uses Pinpoint Workflow

The operational impact shows up quickly. Deals run more smoothly, oversight improves and senior time stops getting wasted on status chasing.

  • Manage multiple deals with clarity
  • Strengthen execution discipline
  • Improve accountability
  • Tighten version control
  • Reduce operational friction

It becomes the structured operating layer your team works within every day. 

workflow
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.