PinpointAI is an AI financial due diligence platform automating the FDD workflow from data upload to branded PowerPoint report, cutting delivery time by up to 60%.
AI financial due diligence platform automating the entire FDD workflow — from data upload to branded PowerPoint report — cutting delivery time by up to 60%, purpose-built for M&A advisory and transaction services teams.
Key Features
Automated data extraction from trial balances & general ledgers
Parallel AI agents per FDD scope component
QoE adjustment scanner with drill-down
Draft branded PowerPoint FDD report + Excel data book
Management Q&A generation
AI Capabilities
Dedicated AI agents run in parallel across each FDD scope component; automatically flags anomalies, identifies QoE adjustments, and generates management questions with rationale.
Integrations
Google Drive, computer file upload; Excel, PDF, Word, CSV, PowerPoint inputs
What sets it apart
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End-to-end FDD automation from raw data to client-ready report in hours, not weeks
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Built by ex-Big 4 deal advisers and AI engineers — deep domain fit
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Trusted by Kroll, MNP, Cooper Parry, and other leading advisory firms
Key Facts
- Category
- Due Diligence
- Founded
- 2023
- Pricing
- Subscription
- Deal Stage
- Transaction
- Target Market
- M&A Advisory Firms, Transaction Services, Big 4 / Mid-Market Advisory
