Custom AI Agents for Financial Due Diligence
Your associates spend 80% of FDD engagements on data ingestion and workpaper assembly. Deploy agents that handle the grunt work so your team focuses on judgment calls and client delivery.
Specific Challenges Solved
"Data room ingestion eats the first week of every engagement"
"Your Data Ingestion Agent extracts and maps trial balances, bank statements, and tax filings overnight"
"Red flags surface in partner review — not during analysis"
"Your QoE Agent flags related party issues, revenue anomalies, and WC shifts before the first draft"
"Report assembly consumes the last 20% of every deal timeline"
"Your Report Agent generates director-ready VDD reports with cell-level source tracing"
Workflows Automated
Data Ingestion Agent (trial balance, bank statements, GST & tax returns)
Questionnaire Agent (auto-generates L2/L3 questions from data gaps)
QoE & Red Flag Agent (quality of earnings, normalization, anomaly detection)
Report Agent (FDD workpapers & VDD report generation)
Each agent tailored to your firm's materiality thresholds and review workflows
[Workflow Screenshot for financial-due-diligence]