Addback
Run a free pre-QofE screen to identify the financial questions that deserve a closer look.
Free
Instant Agentic M&A Analysis
Exact math on source-traced data,
with AI automating on top
Quality of Earnings
Working Capital
CPA Firms
CPA Firms
Investment Banks
M&A Advisors
Buy Side
End the messy back-and-forths.
Scattered source files and manual handoffs make it harder to see what matters.
From financial data to the next deal decision
Screen a target with Addback, scope a CPA-led Advisory engagement, or complete the analysis yourself in Workspace.
Built for financial diligence
The next deal is moving.
Eliminate friction around M&A.
Connect QuickBooks Online read-only and bank accounts through Plaid, or upload a general ledger export from any other accounting system. Finsider instantly and automatically transforms that data 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 Workspace 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.
Workspace
Complete financial diligence in a connected AI workspace, from source data and analysis to review and exports.
$99 a month per company plus $999 per report
Advisory
Engage a CPA-led team for buy-side or sell-side QofE, valuation, LBO modeling, and M&A advisory support.
From $15,000
Built for review.
Connected financial analysis
Move from financial records to analysis and review without losing the context behind a finding.
When the numbers matter, use Finsider.
