CPA firms01
Your methodology. Your review standards.
Map engagement templates, workpaper conventions, evidence requirements, and partner review into a repeatable financial diligence workflow.
Forward-deployed AI.
Built for your enterprise.
Finsider Certified Forward Deployed Engineers work alongside your team to map your systems, build your AI implementation plan, and deploy Finsider Platform across your enterprise.
IMPLEMENTATION, NOT JUST ACCESS
Inside your enterprise.
Alongside your team.
Finsider Certified Forward Deployed Engineers work with your people to understand how financial work gets done. We go through your systems and workflows, build a practical AI implementation plan, and deploy Finsider Platform at the scale of your enterprise.
YOUR SOURCE SYSTEMS
Data rooms
Accounting exports
Bank records
Existing workpapers
REVIEWABLE OUTPUTS
QoE workpapers
Cash proof
Management questions
Financial deliverables
MEASURE THE WORK
More time for the judgment.
Less time on the handoffs.
Agree on a baseline before deployment. Measure the time spent preparing, analyzing, and reviewing comparable work before deciding what to roll out.
62%
Pilot reduction target
A target for hours saved on selected financial workflows, measured against your baseline.
4
Implementation phases
Assessment, implementation planning, a measured pilot, and staged rollout.
1
Connected workspace
Bring source records, agent-assisted analysis, reviewer questions, and deliverables together.
62% is an implementation target, not a verified customer average or a guaranteed result. Actual outcomes depend on source quality, scope, adoption, and review requirements.
BUILT AROUND YOUR FIRM
One platform.
Not one-size-fits-all.
Your operating model shapes the implementation. We configure the workflow around the people who prepare, review, and deliver your financial work.
Investment banks02
From client data room to deal execution.
Connect scattered client records to financial analysis, management questions, and transaction deliverables while retaining the source behind every finding.
Private equity03
Consistency across the investment lifecycle.
Create a repeatable approach to screening, acquisition diligence, and portfolio financial analysis, with clear boundaries between companies and engagements.
M&A advisories04
Built around the way your team delivers.
Configure buy-side and sell-side workflows around the agreed scope, from adjusted earnings and cash proof to valuation inputs and client-ready outputs.
FROM FIRST WORKFLOW TO FIRM-WIDE ROLLOUT
A plan. A pilot.
A working implementation.
Engineers embedded in the work, with your team involved at every review gate.
Talk to FinsiderMap the enterprise
We work alongside your deal, finance, IT, and review teams to understand source systems, data rooms, permissions, handoffs, and the work that consumes time.
System map + workflow baselineBuild the implementation plan
Your forward-deployed engineer defines priority use cases, data mappings, agent workflows, access requirements, review gates, and pilot acceptance criteria.
An implementation plan built for your firmDeploy a measured pilot
Bring a representative engagement into Finsider Platform. Configure ingestion, normalization, reconciliation, analysis, and review around real source files.
A working pilot + measured resultsRoll out with your team
Validate outputs with your reviewers, refine the workflow, train the team, and expand in agreed stages across practices, offices, or portfolio workflows.
Rollout playbook + team enablementWHAT STAYS WITH YOUR TEAM
An implementation
you can operate.
Not a generic AI presentation. A deployment shaped by your systems, documented for your team, and evaluated against agreed acceptance criteria.
Your implementation blueprint
Documented workflows, integration priorities, ownership, and an agreed rollout sequence.
A configured financial workflow
Source mappings, agent tasks, engagement structures, and reviewer checkpoints for your pilot scope.
A path to wider adoption
Team training, an operating playbook, pilot findings, and a staged expansion plan.
Professional judgment stays with your team.
AI agents help prepare and connect the work. Your reviewers assess evidence, challenge assumptions, and approve conclusions. CPA sign-off applies where included in the agreed professional engagement.
FINSIDER FOR YOUR ENTERPRISE
Start with the workflow
you want to change.
Bring us the systems, handoffs, and financial work slowing your team down.
We will build the implementation plan with you.