Custom AI workflows built specifically for transaction advisory: deep integrations with the Datasite stack, accounting & tax-grade privacy, and workflows that pay back in weeks, not years.
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.
AI monitors Datasite transactions in real time for duplicate payments, split invoices, ghost vendors, and round-dollar patterns — flagging anomalies within 24 hours instead of 10 months.
AI reconciles each line of the return against source docs in Datasite and the prior year, explains variances over 5%, and produces a review workpaper the senior can sign off on — cutting review time in half.
AI drafts personalized status replies from the live matter state in Datasite, surfaces anything the client is blocking, and escalates tax-sensitive questions to a human — response time drops from hours to minutes.
AI matches bank and card feeds to Datasite entries, auto-codes recurring transactions with learned rules, and surfaces only the true exceptions to the bookkeeper — close lands 5 days earlier.
AI pulls bills from every channel, extracts line items, assigns GL codes using Transaction Advisory patterns, routes approvals, and sends payment files to Datasite — processing cost per invoice drops from $15 to under $2.
AI segments the AR aging, drafts personalized dunning emails by stage, logs promises-to-pay in Datasite, and flags accounts that need a human collections call — DSO drops 12–18 days.
AI runs the close checklist, prompts owners for missing items, flags JE variances over threshold, and writes the close memo — close window compresses from 10 business days to 4.
The workflows above are starting points. Every transaction advisory operation runs differently — we build what you actually need.
