Addback
Run a free pre-QofE screen to identify the financial questions that deserve a closer look.
Instant M&A Analysis
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
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 Platform.
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 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.
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 QofE, valuation, LBO modeling, and M&A advisory support.
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.
