Financial Intelligence

Collaborative AI for Quality of Earnings

Numerant supports your team as you build for the agentic future. Your team focuses on judgment with Numerant adding speed, quality, and consistency to your process.

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Built for the teams doing QoE work

Transaction AdvisoryRun your entire quality of earnings workflow on the platform.

Private EquityScreen deals and monitor portfolio companies.

Investment BankingPrepare financial spreads and deal books.

LendersSee a borrower's financials quickly, laid out for an easy decision.

Legal Due DiligenceAdd financial context to sharpen your legal judgment.

The deal doesn't wait, and current solutions don't scale.

Cleaning data, mapping accounts, building schedules across multiple entities, rolling it all forward. Done by hand, it eats the week and leaves little time for analyzing reports, drafting questions, and evaluating adjustment strategies.

With Numerant, the manual work leaves the calendar. Only high-value work remains.

0Hours on the calendar0After hours and weekend

Platform

The Agentic Workspace for Quality of Earnings

Anyone can paste a trial balance into a chatbot. The answer can change from run to run, and nobody can trace how it got there. Numerant puts AI models to work inside a workspace built for QoE: your data checked before it’s used, your firm’s rules and templates, agents that must tie out, and a person approving every step.

01InterfacesGuided steps from upload to schedules, every figure traceable to its source

02Data In, Reports OutNothing gets mapped until the data is in and checked; output in your format

03Context and KnowledgeYour team’s rules and skills, plus knowledge of the target’s industry and QoE

04OrchestrationRuns the agents in the right order, and reruns only what changed

05QoE AgentsNo answer leaves an agent until it ties out and follows your rules

06AI ModelWe pick the best model for each task and route between models as needed

07Security and GovernanceEvery customer runs in a dedicated environment, your firm admin controls who has access, and every action is logged

08Quality ControlTested and monitored at every layer: a person approves every AI suggestion, software does the math, and every update is re-tested on real QoE work before it reaches you

Solution

Bank statementOperating ··4417 · Mar 2026

General ledger1010 Cash · Mar 2026

Mar 2Deposit23,777

Mar 2Deposit42,100Booked Feb 27 · prior-month timing

Mar 3ACH in · INV-104218,250

Mar 3Deposit14,646

Mar 5Wire in · INV-104731,400

Mar 6Payroll(46,820)

Mar 8Vendor ACH(12,653)

Mar 8Wire in4,291

Mar 9Card settlement12,915.40

Mar 11Check 2214(4,380)

Mar 13ACH in · INV-10519,600

Mar 13ACH in19,250

Mar 13Deposit8,150Batch deposit · 2 receipts

Mar 15Check(3,271)

Mar 16Deposit9,750No match in the GL

Mar 17Vendor ACH(4,729)

Mar 18Rent(14,500)

Mar 20Wire in · INV-105527,880

Mar 20Card settlement12,465

Mar 23Card settlement11,204.60

Mar 25Payroll(47,110)

Mar 27ACH in · INV-106015,300

Matched0

✓23,777✓18,250✓14,646✓31,400✓(46,820)✓(12,653)✓4,291✓12,915.40✓(4,380)✓9,600✓19,250✓(3,271)✓(4,729)✓(14,500)✓27,880✓12,465✓11,204.60✓(47,110)✓15,300

✓19 pairs matched

Mar 2Deposit23,777

Mar 3ACH in · INV-104218,250

Mar 3Deposit14,646

Mar 5Wire in · INV-104731,400

Mar 6Payroll(46,820)

Mar 8Vendor ACH(12,653)

Mar 8Wire in4,291

Mar 9Card settlement12,915.40

Mar 11Check 2214(4,380)

Mar 12Receipt · INV-10494,800Part of the Mar 13 deposit

Mar 12Receipt · INV-10503,350Part of the Mar 13 deposit

Mar 13ACH in · INV-10519,600

Mar 13ACH in19,250

Mar 15Check(3,271)

Mar 17Vendor ACH(4,729)

Mar 18Rent(14,500)

Mar 20Wire in · INV-105527,880

Mar 20Card settlement12,465

Mar 23Card settlement11,204.60

Mar 24Receipt · INV-105812,000No match on the bank statement

Mar 25Payroll(47,110)

Mar 27ACH in · INV-106015,300

Mar 30Check 2231(6,200)Outstanding check · clears Apr 3

Mar 31Deposit18,400Deposit in transit · clears Apr 2

Reconciling items · explained4

GLMar 31 · Deposit18,400

Apr stmtApr 2 · Deposit18,400

GLMar 30 · Check 2231(6,200)

Apr stmtApr 3 · Check 2231(6,200)

BankMar 13 · Deposit8,150

GLMar 12 · INV-1049 + INV-10508,150

BankMar 2 · Deposit42,100

Feb GLFeb 27 · Deposit42,100

Needs your review2

BankMar 16 · Deposit9,750

No match in the GL.✦ Same amount as open invoice INV-1053. Likely a customer payment not yet recorded.Include as reconciling itemIncluded ✓

GLMar 24 · Receipt · INV-105812,000

No match on the bank statement.✦ No deposit for this amount through Apr 10. Worth asking for the deposit slip.Add to questions for managementAdded to questions ✓

Reading 2 files

Proof of cash, in an agentic workspace

Ties what the books report to what hit the bank, month by month, with an agent that works through the differences alongside you.

6150 · Freight expenseAccount · Cost of goods soldJun 2026 · $000s161.2

Freight expense was $161k in Jun 2026. Why the jump?

Up $42k on May. Three FedEx Freight invoices posted Jun 28 make up $38k of it. They’re the only FedEx entries in the period, so this has the potential to be a one-time cost.

DateCounterparty · memoAmount

Jun 28FedEx FreightInv 90311 · Expedited LTL, Reno → Dallas14,900

Jun 28FedEx FreightInv 90327 · Expedited LTL, Reno → Dallas12,400

Jun 28FedEx FreightInv 90342 · Expedited LTL, Reno → Atlanta10,900

An agent for every number

Dig into any number: see its trend, explore the general ledger behind it, and ask why it moved.

1System2Connect3Sign in4Confirm5Pull

Import from accounting systemChoose the target’s system

QuickBooks OnlineXero

Business Central

Read-only3 systems

Connects straight to the target’s accounting system

Connect QuickBooks, Xero or Business Central using your access, or send the target company a link. No separate connector is needed and the data is brought seamlessly into your workspace.

Explore

Working with you

Your judgment, executed.

Edit a drafted management question and say why, the way you'd leave a review note. Numerant learns your wording and what your team treats as unusual, shows you which other questions it would change, and follows it on your next deals once you save it. Nothing goes to management until someone on your team approves it.

You make the call.
Numerant does the rework.
Your standards carry forward.

Manager, while reviewing

Edited the Owner compensation question

“Please explain the change in owner compensation.”

“Owner pay rose 38% in FY25 while revenue was flat. What drove the increase, and will it continue after close?”

Review note

“Tie each question to the number behind it, and flag any cost that moves against revenue.”

Numerant

Save this as a rule? On this deal, it would also rewrite 3 similar questions.

Rent expenseup 22%, sales flat
Contract laborup 31%, sales flat
Freightdown 9%, volume up 14%

Security built for transaction advisory

Never used for training

Your data is not used to train AI models.

Your own environment

A dedicated account for every customer.

Encrypted by default

Encrypted at rest, with TLS 1.2 or higher on every connection to Numerant.

Access you control

Single sign-on or MFA, managed by your firm admin.

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