AI-Powered Quality of Earnings

AI-Powered Quality of Earnings

Our platform transforms raw financials into auditable QoE workbooks for M&A.

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AI-Powered Quality of Earnings

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The 6-week Big 4 audit, done in 60 minutes.

Discover how your team can build complete Quality of Earnings workbooks in one-click.

AI-powered data collection

One-click ingestion across NetSuite, QuickBooks, and raw CSV/PDF exports. Analyzing and re-prompting for any missing financials.

Data transformation

AI agents scan millions of rows in transaction data to identify personal expenses, non-recurring hits, discretionary spend and more.

Quality of Earnings workbook

Generate investor-ready QoE workbooks. Fully mapped Trial Balance, Adjusted EBITDA Bridge, Revenue Concentration, Working Capital peg, Cash Flow analysis, red flags, Q&A and more - all in one Excel file.

The Alpha

Tailor each template to suit your specific requirements. Whether it’s colors, layouts, or structures, you have the flexibility to adapt them to reflect your style and purpose.

Return on investment

Break down big projects into manageable steps with structured templates. Visualize your priorities clearly and eliminate distractions, ensuring that you stay on track to success.

Return on Investment

Traditional QoE takes 4–6 weeks and $25K–$100K in advisor fees. Our platform delivers the full workbook in one-click, self-serve, no consultants needed and at a fraction of the cost.

The Alpha

Every number is traceable to its source. No hallucinations. Built with enterprise-grade permission controls, granular access, and absolute auditability. The 6-week audit is dead. Introducing the 48-hour truth.

Your Questions, Answered

Find answers to common questions about our platform and its features.

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What is a QoE workbook?

The complete investor-ready Quality of Earnings. Mapped trial balance, adjusted EBITDA bridge, revenue concentration (customer/product), Working Capital analysis/peg, cash flow bridge, red flags, management Q&A list - all hyperlinked to source data.

Is the output editable Excel?

Yes. One single, professional Excel file with 15+ interconnected tabs, charts, formulas intact. Add your commentary, make final audits and ship to investors.

How long does it take to generate a workbook?

Under 1 day from upload to download. One-click investor-ready QoE, 100% hyperlinked and auditable.

How accurate are the normalizations and adjustments?

AI generates a 90% complete first-draft with full evidence links. Our world-class internal analysts handle the last-mile refinements before final delivery to you.

Can I use this for sell-side and buy-side QoE?

Absolutely. You choose Buy-side or Sell-side at upload, and we layer the analysis accordingly on the same core workbook. Buy-side mode: More conservative view, extra tabs for debt‑like items, WC volatility, FCF stress tests, and management challenge Q&A. Sell-side mode: More optimized view, focus on recurring revenue, defensible add‑backs, run‑rate EBITDA, growth drivers, and clean concentration story. Same data in, same mapped TB and reconciliations—just different lenses and tabs for each side.

What is a QoE workbook?

The complete investor-ready Quality of Earnings. Mapped trial balance, adjusted EBITDA bridge, revenue concentration (customer/product), Working Capital analysis/peg, cash flow bridge, red flags, management Q&A list - all hyperlinked to source data.

Is the output editable Excel?

Yes. One single, professional Excel file with 15+ interconnected tabs, charts, formulas intact. Add your commentary, make final audits and ship to investors.

How long does it take to generate a workbook?

Under 1 day from upload to download. One-click investor-ready QoE, 100% hyperlinked and auditable.

How accurate are the normalizations and adjustments?

AI generates a 90% complete first-draft with full evidence links. Our world-class internal analysts handle the last-mile refinements before final delivery to you.

Can I use this for sell-side and buy-side QoE?

Absolutely. You choose Buy-side or Sell-side at upload, and we layer the analysis accordingly on the same core workbook. Buy-side mode: More conservative view, extra tabs for debt‑like items, WC volatility, FCF stress tests, and management challenge Q&A. Sell-side mode: More optimized view, focus on recurring revenue, defensible add‑backs, run‑rate EBITDA, growth drivers, and clean concentration story. Same data in, same mapped TB and reconciliations—just different lenses and tabs for each side.

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AI-Native Tips, Updates, and Insights Straight to Your Inbox