For ACCOUNTING ADVISORS
Clients expect AI efficiency. Now you can deliver it.
Your transaction services practice grew 85% in 16 months. Your capacity didn't. Proof of cash takes days. Model building takes 40+ hours. Your team is drowning in grunt work instead of doing real analysis. And clients are asking "now you have AI, why aren't you lowering your fees?" Verified Metrics automates the data extraction, proof of cash, and model building so your team reviews and analyzes instead of building from scratch. Scale without adding headcount.
30-minute walkthrough.
No commitment.
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What keeps transaction advisors up at night?
Respond to Fee Pressure
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“Clients have gone to firms and said, ‘now you have AI, why aren’t you lowering your fees?’” They expect efficiency. You need to deliver it without destroying margins or quality.
You deliver the efficiency clients expect and keep your margins. Real automation, not marketing. Faster proof of cash process. Models in 2 minutes. AI Chat for instant answers.
Scale Without Headcount
“Transaction services grew 85–90% in 16 months. With that comes quite a bit of stress.” More deals, same team, longer nights. You can’t hire fast enough to keep up.
You handle 85% more deals without 85% more people. Automate data extraction and model building. What takes days now takes minutes. Your team does analysis, not data entry.
Automate Proof of Cash
"Our proof of cash is what takes us the most amount of time right now." Pulling bank statements, downloading PDFs, reconciling manually. It takes 2–3 days and kills your timeline on every engagement.
You spend less time on proof of cash and more time on analysis. Plaid-connected bank balances reduce manual data entry. Automated Excel templates streamline reconciliation. Your team focuses on analysis, not building reconciliations from scratch.
Eliminate Data Entry Grunt Work
The grunt stuff of entering data and building data books." Your CPAs didn't get their degrees to copy-paste trial balances. They're spreadsheet jockeys when they should be advisors.
You save 40+ hours per engagement. Connect accounting systems and get full financial models in 2 minutes. Your team reviews and adjusts, doesn't build from scratch.
Lock In PE Clients
You do one QoE engagement and the relationship ends. You want recurring revenue and visibility into their portfolio so you're the first call for every future engagement.
You build deeper relationships with PE clients. Provide ongoing portfolio monitoring and advisory services. Get visibility into their portfolio companies so you're the first call for every future engagement.
Use Cases by Stage
Full Financial Models
From raw data to analysis-ready models in 2 minutes. Three-statement models, transaction-level detail, formula-driven output.
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Instant Models + Export
Proof of Cash Automation
Plaid-connected bank balances reduce manual data entry. Automated Excel templates streamline reconciliation process.
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Plaid Integration
Draft Report Generation
"Generate a draft findings section." AI Chat creates formatted narrative based on data. Your team reviews and refines.
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Terminal + Team Review
Data Extraction
One stop shop for data collection. Connect QuickBooks, Xero, or NetSuite. Direct API integration for automated data flow, with a full featured data room.
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Auto Data
Template Integration
Export to Excel templates. Formula-driven, not hard-coded. "We don't want to spend our time doing formulas or relinking everything."
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Excel Export
Bulk Processing
Run multiple engagements in parallel. Automate the common work, focus your team on unique issues and judgment calls.
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Multi-Engagement Platform
How does this compare?
Features that matter
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Proof of Cash Automation
Plaid-connected bank accounts. Automatic statement download. Auto-reconciliation with exception flagging. What takes 2-3 days manually now takes 5 minutes. Your team reviews exceptions, not builds reconciliation.
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Auto Data
Connect QuickBooks/Xero/NetSuite via API or normalize Excel/PDF uploads. Multi-system integration (e.g., revenue in Salesforce, accounting in QuickBooks). Handle clean systems and messy files equally well.
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Instant Models
Full three-statement models in 2 minutes. Formula-driven, not hard-coded. Transaction-level detail. Every number traces to source. Export to Excel, ready for your review.
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Terminal (AI Chat)
"What adjustments should I consider?" "Walk me through the proof of cash." "Generate the executive summary." AI understands questions. Algorithms calculate answers. Zero hallucinations. Instant analysis.
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Excel-Native Output
"We don't want to spend our time doing formulas or relinking everything." Export to formula-driven Excel. Compatible with your existing templates. Version control with snapshots. Works with Upslide and other reporting tools.
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White-Label Options
Offer this as "[Your Firm] Portfolio Analyzer" to PE clients. Your brand, your client relationships, recurring revenue. Turn one-time QoE into ongoing advisory.
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Team of Professionals
CFA and CPA professionals on standby. Validate assumptions, review complex transactions, provide second opinions. Scale your senior capacity without hiring.
Frequently asked questions
Yes. Everything exports to formula-driven Excel. Link our output to your templates. We don't force you to change your methodology, we remove the grunt work.
QuickBooks, Xero, NetSuite, Sage Intacct via API. Excel and PDF upload for everything else.
Plaid-connected bank balances provide real-time visibility. Automated Excel templates streamline the reconciliation process. Your team focuses on exceptions and analysis rather than manual data entry.
Unlimited engagements, proof of cash automation, instant models, AI Chat, Excel export, and team support.
No. We automate the grunt work (data entry, proof of cash, model building) so your senior staff can focus on analysis, judgment, and client communication. We scale your capacity, not replace your expertise.
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