Platform
100% of the Ledger. 100% of the Time.
Our platform verifies every GL line, reconciles against source data, and rebuilds revenue automatically. Senior CPAs focus entirely on the judgment calls that move deal terms.
Our platform handles what software does best: reading every GL line, reconciling against source data, and flagging what matters.
Your CPAs and ours focus on what requires judgment: how the business actually works, which adjustments move deal terms, and how to structure the SPA.
1
Connect to Any Source
We pull the full general ledger from any system: QuickBooks, Xero, Sage, NetSuite, or flat file exports.
Not a trial balance summary, but transaction-level data with source document links.
Every line traces back to its origin: the invoice, the bank statement, the contract.
2
Verify Every Transaction
Every GL line reconciled against source data. Revenue rebuilt automatically. No sampling, no shortcuts. AI flags anomalies across 280 adjustment categories: revenue recognition patterns, related-party transactions, expense misclassification, timing issues.
Our CPAs review every flag and make the judgment call. The system shows its work on every single line.
3
CPA-Led Judgment Calls
Senior accountants make the adjustment calls, run management conversations and translate findings into deal terms. Each finding maps directly to its SPA/EPA implication with buyer-friendly positions and negotiation guidance.
Software handles extraction, normalization and verification. CPAs spend their time on what actually requires an accountant's brain.
4
AI Intelligence Layer
Every deal gets its own AI that searches all source data. The Roll-Up Brain compares metrics, deal terms and integration progress across your entire portfolio in real time.
COA remapping to your platform standard happens during diligence, not after. Standard outputs that feed directly into your consolidated view.
Built for Scale
Built for operators doing 10+ acquisitions a year.
The platforms that build financial infrastructure early gain a structural advantage that compounds with every deal. Each acquisition gets easier, not harder. The consolidated financial picture gets richer, not messier.
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