Audit Sight, the AI technology platform transforming audit and transaction advisory services (TAS), announced the nationwide release of its latest innovation: the Management Meeting Module. Purpose-built for Quality of Earnings (QoE) professionals, this new tool eliminates 80% of the prep time by automatically identifying and surfacing the financial trends and EBITDA adjustments.
In high-stakes M&A transactions, speed and insight are everything. Audit Sight’s Management Meeting Module empowers QoE teams to:
- Quickly identify material account balances and fluctuations over the deal period.
- Surface movements outside normal expectations, using intelligent analysis based on users’ designated materiality and standard deviation thresholds. Teams now easily identify and track potential EBITDA adjustments to discuss with management.
- Prepare sharper, data-driven questions for management interviews without “eyeballing” trial balances or combing through thousands of rows of financial data. The new module will automatically calculate key profitability and efficiency ratios to drive more targeted and informed discussions.
By formalizing and automating this critical early step in the diligence process, the module helps firms move faster, eliminate manual work and provide a more consultative, insight-driven client experience.
“Every hour counts in a deal, and the Management Meeting Module gives TAS leaders back their time,” said T.C. Whittaker, co-founder and CEO of Audit Sight. “By automating the heavy lift of data review, professionals can ask better questions, spot risks sooner and deliver higher-quality diligence faster. Our AI engine, FARS, makes this possible — and as a CPA, it’s exciting to see technology transform how diligence gets done.”
The newly released Management Meeting Module enhances Audit Sight’s Transactions Advisory platform, enabling:
- Faster kickoff and turnaround of engagements.
- Smarter, data-informed interviews with management.
- Greater consistency across teams and engagements with accurate EBITDA assessments and deal valuations to support QoE conclusions.
Todd Wrenn, a principal at Miller Cooper Ltd., an Audit Sight customer, noted: “Preparing for the initial management meeting has traditionally been a bottleneck. With this technology, we’ve shaved days off the deal cycle and ensured nothing is overlooked during the initial review, ultimately delivering greater value to our clients. It’s a game changer.”
