AI for Financial Due Diligence

Buy-side and vendor due diligence teams need more than a plausible answer. An EBITDA adjustment must be reconciled to invoices, ledgers and management explanations, with a clear distinction between recurring costs and exceptional items. Fragmented files and email threads make that review harder under a tight timetable.

Solenor brings engagement documents, meeting transcripts and selected correspondence into a connected knowledge workspace. The team can compare claims against sources and prepare a draft analysis without losing the evidence needed for manager and partner review.

Start by defining the engagement perimeter, periods, materiality and requested analyses. Match incoming evidence to the IRL, then ask targeted questions about the proposed EBITDA bridge. Inspect cited passages and reconcile amounts against the relevant working papers before retaining an adjustment.

Use the reviewed findings to prepare Word notes, Excel working papers or PowerPoint summaries aligned with your firm's templates. Outputs remain drafts until the engagement team has checked calculations, accounting treatment and scope.

In the public Helios demonstration, management proposes €1.40M of exceptional advisory costs. The source-linked review retains €1.24M relating to IT separation and NewCo legal work, while excluding €160k of recurring expenses. This is fictional demonstration content, not a client result or a benchmark.

For a real engagement, check the invoice dates, supplier scope, ledger entries and recurrence before accepting the adjustment. Consider whether the expenditure is genuinely exceptional, whether an equivalent cost will recur after closing, and whether it is already captured elsewhere in the bridge.

The intended output is a reviewable draft: a bridge line, explanatory narrative and references to the supporting documents. Source links help a reviewer challenge the conclusion; they are not a certification that a document is complete, authentic or correctly interpreted.

The team remains responsible for checking source completeness, accounting assumptions, formula accuracy and the conclusion communicated to the client. AI-generated findings do not replace financial, accounting or transaction advice.

The founding team combines TS partner expertise and AI engineering to help scope your initial use case. Discuss source access, templates, permissions and deployment requirements before connecting sensitive engagement material.

A practical pilot can focus on one reviewed workstream, such as advisory fees, net debt or working capital. Agree observable review criteria rather than assuming a universal time-saving percentage. Features and support are confirmed for the selected configuration.