Financial Due Diligence Prep for Estate Tax Specialists
The Problem
Quality-of-earnings work for Estate & Gift Tax targets starts with 18 months of trial balances and a dozen schedules that need normalization before any adjustment can be proposed.
What We Build
AI standardizes TB data across periods, builds the QoE model, identifies add-backs with source-document evidence, and drafts the data-book — senior analysts focus on judgment calls, not reformatting.
Tools & Integrations
How It Works
Discovery Call
We map your current financial due diligence prep process and identify exactly where AI saves the most time.
Build & Integrate
We build the AI workflow and connect it to the tools you already use — no software changes required.
Review & Refine
You review the results, we fine-tune until the workflow matches your standards — then it runs on autopilot.
Ready to automate financial due diligence prep?
Book a free 30-minute call. We'll walk through your current process and show you exactly how this workflow would work for your team.