Description
Pinpoint AI is a cutting-edge financial due diligence platform tailored for M&A advisory firms and transaction services teams. It automates the entire FDD process, significantly reducing delivery times by up to 60%. From data upload to client-ready PowerPoint presentations, Pinpoint AI streamlines the workflow, allowing teams to focus on analysis rather than manual data preparation.
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The platform is built on an enterprise-grade secure infrastructure, ensuring ISO 27001 certified security and GDPR compliance. It hosts data on AWS with encryption applied throughout, maintaining confidentiality and auditability of sensitive financial information. Pinpoint AI enforces strict role-based access controls, ensuring that only authorized users can access specific deal information.
Pinpoint AI automates data extraction, P&L and Balance Sheet structuring, and Quality of Earnings (QoE) analysis. It generates management Q&A with rationale and produces branded PowerPoint reports and Excel data books, ready for review and refinement. The platform's AI agents run across every scope component, flagging anomalies and potential QoE adjustments, providing a structured view of the numbers before the first management call.
Designed for global deal teams, Pinpoint AI is trusted by leading M&A advisory firms worldwide. It transforms financial due diligence from manual preparation into structured analysis, allowing teams to focus on conclusions rather than data gathering. The platform is ideal for transaction services teams, M&A advisors, and corporate finance professionals across the UK, Europe, US, and Australia.
- CategoryFinancial Analysis Tools
- DeploymentCloud
- PlatformsCloud
Pinpoint AI's Core Features
Automated financial data extraction
AI-powered P&L and Balance Sheet structuring
Quality of Earnings (QoE) analysis
Management Q&A generation
Client-ready PowerPoint report output
ISO 27001 certified security
Role-based access controls
AWS hosted with encryption
How to use Pinpoint AI?
Upload: input trial balances and general ledgers
Map: platform structures and homogenizes data
Analyze: AI agents run across scope components
Report: generate branded PowerPoint and Excel outputs
Pinpoint AI's Use Cases
- M&A Advisory
- Transaction Services
- Corporate Finance
- Quality of Earnings
- Data Structuring
