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Financial Due Diligence

Collect every financial statement, working-capital schedule, cash-flow report, and tax filing your diligence review needs in one secure request.

What your client fills in Everything it collects

Where every field comes from

Each file only fills the fields grouped with it. AI reads the bank statement for balances and the photo ID for a date of birth — never one document's answers off another's.

Financial Statements

6 fields filled

Period End Total Revenue Gross Profit Net Profit Total Assets Total Liabilities

Working-Capital Data

4 fields filled

As-of Date Current Assets Current Liabilities Working Capital

Cash-Flow Statements

5 fields filled

Period End Operating Cash Flow Investing Cash Flow Financing Cash Flow Closing Cash

Tax Reports

4 fields filled

Tax Year Jurisdiction Taxable Income Total Tax

Every field this template collects. Without extraction your client copies all 22 values off their own documents by hand — and still sends you the 4 files.

Client sends
4
4 files to upload
Client types
3
the rest is read for them
AI fills
19
extracted from the files
On the form
22
fields in total

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