FDD Red Flag Reports, From Days to Hours
Superjoin creates Phase 0 / Red Flag / Preliminary Review Report for an FDD engagement. Go from days to hours, so partners go/no-go on day one.
20,000+ Users trust Superjoin AI on Spreadsheets
Data room in. Red Flag Report out — in five agent steps.
One agent per workstream. Output flows through the pipeline, so partners review a Red Flag Report on day one — not end of week two.
End-to-End Red Flag Report Generation in Hours.
Each agent learns your firm's standards once — materiality thresholds, databook template, review conventions — and applies them on every FDD engagement.
3 Years of Trial Balances, Standardized Overnight
Three years, three ERPs, three formats — plus bank statement PDFs and tax filings. The Flat-File Agent ingests everything and outputs one source-traced flat file before kickoff at consistent granularity.
- Standardizes TBs across formats (SAP, NetSuite, QuickBooks, Xero, Sage, Excel) and across periods
- Reconciles back to audited financials and flags any unmapped or restated line items
- Every cell traces back to its source document and row
Databook in your Firm's template, generated from the Flat File in minutes.
Every firm has its own standard analytical pack — revenue cuts, GM trends, AR aging, opex bridges, cash conversion. The Databook Agent builds the full pack directly from the flat file in your firm's template.
- Revenue cuts, GM trend, AR aging, opex bridge, cash conversion — all auto-generated
- Output in your firm's template — directors see what they are used to
Every Material Line Item, Not Just the Top 15
In a manual Phase 0, associates can realistically deep-dive 10-15 line items before time runs out. The FSLI Agent scans every material line item across all periods — revenue, COGS, opex, NWC components, capex — and surfaces anomalies with severity, source references, and supporting cells.
- Line-by-line analysis across every material FSLI — no sampling, no top-N tradeoffs
- Classifies findings as HIGH / MED / LOW with explainable reasoning and source refs
- Detects RPT exposure, revenue concentration, margin compression, aging spikes, capex anomalies
Management Questions Ready Before the First Call
Most DDQs are drafted reactively — after partners spot gaps in the deck. The DDQ Agent drafts L2/L3 questions from every FSLI flag and data gap, before kickoff.
- L2/L3 questions auto-drafted from FSLI Analysis and data gaps
- Categorized by workstream (revenue, NWC, opex, RPTs, capex) for management routing
- Every question links to its supporting exhibit, line item, and source cell
The Phase 0 Deliverable, in Your Firm's Template
Assembles flat file, databook, FSLI findings, and open DDQs into a partner-reviewable Phase 0 deliverable in your firm's template. Every number traces to source.
- Generates Executive Summary, QoE Snapshot, NWC Outlook, Red Flags, and Open Items sections
- Auto-links findings to the underlying databook exhibit and FSLI workbook
- Built in your firm's Red Flag / Phase 0 template — Word, PPT, or Excel
Phase 0 in hours, not days.
Same depth of analysis. Same partner-grade output. A fraction of the calendar time and team cost.