Introducing Finsider: from first look to financial diligenceLearn more

Agentic Financial Diligence

Every number in the deal, traced to the books.

Quality of Earnings
Working Capital
CPA Firms
CPA Firms
Investment Banks
M&A Advisors
Buy Side

More deal flow should not mean more spreadsheet bottlenecks.

Scattered source files and manual handoffs make it harder to see what matters.

Finsider connects financial data with the next deal decision

Screen a target with Addback, scope a CPA-led Advisory engagement, or complete the analysis yourself in Platform.

Built for financial diligence

The next deal is moving.

Eliminate friction around M&A.

Automate document collection and ingest raw company financials in one click from any accounting provider. Finsider instantly and automatically transforms them into a complete Cash Proof, Adjustments, Quality of Earnings, Valuation, Board of Directors reporting, Customer Concentration, Revenue and Margin, Expense by Vendor, AP and AR, Trial Balance and much more.

Then Fin, our AI agent, works across the platform on top of every instantly computed report, metric and table to advise, uncover and report. Every metric is tick marked to its source data and calculated deterministically.

Three Products.
One Diligence Workflow.

Addback

Run a free pre-QoE screen to identify the financial questions that deserve a closer look.

Platform

Complete financial diligence in a connected AI workspace, from source data and analysis to review and exports.

Advisory

Engage a CPA-led team for buy-side or sell-side QoE, valuation, LBO modeling, and M&A advisory support.

Built for review.

When the numbers matter, start with Finsider.