Introducing Finsider: from first look to financial diligenceLearn more

AI-powered services for M&A

Connect financial screening, CPA-led advisory, and financial diligence software across your acquisition and portfolio workflows.

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

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.

Give your team a workflow built around financial diligence.

Finsider deploys AI agents across scattered, unstructured data rooms to normalize and reconcile records, prepare QoE, cash flow and balance sheet analysis, identify candidate adjustments, draft management questions, and flag missing evidence.

Each company gains a growing financial knowledge brain: an agentic ledger linking transactions, edits, adjustments, and reviewer decisions to their sources. That context follows the company from Addback screening into CPA-led Advisory for done-for-you M&A services, or Platform for in-house diligence.

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.