Addback, Platform, and Advisory connect the first financial questions to the work required to answer them.
Begin with the decision in front of you
Financial diligence is a sequence of decisions, not a single generated report. A team may first need to understand whether the available records justify deeper work. Later, it may need a shared analytical workspace or a scoped professional engagement. Finsider separates these needs across three connected products.
The starting question determines the next step. Screening an unfamiliar target, reviewing a proposed earnings adjustment, and delivering a CPA-led QoE report have different evidence and responsibility requirements. Moving between them should not erase those differences.
Try Addback for the first screen
Addback provides an initial pre-QoE screen across ten financial checks. It organizes candidate adjustments, financial questions, and evidence gaps from the supplied records. Try Addback when the immediate task is to decide what warrants a closer look, not to obtain a final assurance conclusion.
A result should remain understandable in light of the available sources. An unsupported check is not the same as a clean result. Candidate adjustments need supporting evidence and professional review before they become accepted treatments.
Work in Platform or engage Advisory
Platform is a shared financial diligence workspace for your team. Financial statements, analysis, questions, and deliverables belong alongside the records that support them. Your team remains responsible for its review and conclusions.
Advisory is the scoped professional-services path. It offers full and Lite buy-side and sell-side QoE, business valuation, LBO modeling, and a 10-hour M&A advisory block. Confirm the scope, deliverables, timing, and CPA sign-off before the engagement begins.
Keep the evidence through the handoff
Finsider uses AI agents to help organize and analyze information, not to remove professional accountability. The relevant review gate depends on the product: self-service screening is different from a CPA-led Advisory deliverable.
Bring the initial findings, supporting records, unresolved questions, and analysis period into the next stage. The useful handoff is an evidence package with clear boundaries, not simply a new title on the same report.
Choose the next step
Illustrative example / not empirical results
| Need | Product | Responsibility |
|---|---|---|
| Prioritize financial questions | Addback | Initial screen; candidates require review |
| Perform analysis with your team | Platform | Your team reviews and delivers its work |
| Commission a scoped professional engagement | Advisory | CPA review and sign-off within agreed scope |