The problem

Veza Digital is part of the Veza Agency Network, which is growing through acquisitions. Every acquisition meant an analyst pulling the target's books, bank statements and tax filings into spreadsheets before the team could ask a single real question. Stefan put that at two to three weeks of work per deal, spread across separate reports and Google Sheets.

What changed

When a marketing agency target came up in October 2026, the team ran the diligence themselves on Finsider instead of waiting on an outside firm. The target connected QuickBooks Online read-only and linked its bank accounts through Plaid, and Finsider assembled the diligence picture on one dashboard. The cash proof tied out for every linked account, and a coverage view showed which accounts and months still needed statements.

Revenue by customer surfaced a large customer dropping off after January, and the diligence adjustment engine flagged an out-of-period revenue swing, so the first questions for the seller were clear from day one. The team then built the deal itself in Finsider's model, with the bank facility and a subordinated seller note, so lenders see terms that sit on the same numbers the diligence produced.

Results