Audit Sight, an AI technology platform for audit and transaction advisory services (TAS), today announced the nationwide availability of its Management Meeting Module. This new tool, designed for Quality of Earnings (QoE) professionals, aims to reduce preparation time by 80% through the automatic identification and surfacing of financial trends and EBITDA adjustments.
The Management Meeting Module is developed to enhance the deal cycle for transaction advisors. It assists QoE teams in quickly identifying material account balances and fluctuations over a deal period. The module surfaces movements outside normal expectations by applying intelligent analysis based on user-designated materiality and standard deviation thresholds, enabling teams to identify and track potential EBITDA adjustments for discussions with management. It also automatically calculates key profitability and efficiency ratios, supporting more targeted and informed management interviews without manual review of trial balances or extensive financial data.
This module formalizes and automates an early step in the due diligence process, aiming to accelerate firm operations, reduce manual effort, and facilitate a data-driven client experience.
The module’s capabilities are supported by Audit Sight’s AI engine, FARS (Financial Anomaly Risk Score). FARS is an AI model trained by CPAs and informed by millions of financial transactions. It employs multi-dimensional pattern recognition to identify unusual entries within raw accounting data. Each transaction is evaluated within its context, enabling users to identify financial risks that could impact EBITDA and influence the purchase price.
“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.”
This release enhances Audit Sight’s Transactions Advisory platform, aiming to enable faster engagement kickoff and turnaround, more data-informed interviews with management, and greater consistency across teams and engagements for accurate EBITDA assessments and deal valuations that support QoE conclusions.
Todd Wrenn, a Principal at Miller Cooper Ltd., an Audit Sight customer, stated, “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.”
The Management Meeting Module’s release reflects Audit Sight’s ongoing focus on reducing manual tasks, accelerating timelines, and improving the quality of advisory services through intelligent automation.
Audit Sight is a technology platform that automates financial transaction verification for audit and transaction advisory services. Its solutions are designed to reduce manual processes, improve efficiency, and support auditors, transaction advisory professionals, and private equity providers. The company was founded by CPAs with backgrounds in accounting and technology, focusing on tools that streamline workflows and reduce risk. Audit Sight’s solutions are utilized by 20 of the top 100 firms nationwide.
