shepi

Product Introduction

1. Overview: shepi is a specialized financial technology SaaS platform designed to automate the Quality of Earnings (QoE) process. It functions as an AI-assisted analytical engine that converts raw General Ledger (GL) and Trial Balance data into structured financial workpapers.
2. Value: The platform democratizes institutional-grade due diligence by reducing the cost of QoE reports from $20,000+ to approximately $2,000, while shortening the delivery timeline from weeks to hours.

Main Features

1. Direct Accounting Integration: shepi features seamless API connectors for major accounting software, allowing users to import Chart of Accounts, Trial Balances, and General Ledger data without manual CSV cleanup.
2. Automated EBITDA Bridge & Adjustments: The software identifies potential add-backs and one-time expenses, generating a traceable EBITDA bridge that reconciles reported earnings to normalized cash flow.
3. Lender-Ready Documentation: The platform outputs standardized reports including Proof of Cash, Working Capital analysis, and Balance Sheet summaries formatted specifically for bank review and investment committee documentation.

Problems Solved

1. Challenge: High entry barriers for M&A due diligence, where traditional accounting firm engagements are too expensive for deals under $10M.
2. Audience: Designed for Independent Searchers (ETA), M&A Brokers, SMB Advisors, and CPAs looking to scale their due diligence capacity.
3. Scenario: A search fund entrepreneur needs to validate the financials of a target acquisition within a 72-hour exclusivity window without spending five figures on a Big 4 engagement.

Unique Advantages

1. Vs Competitors: Unlike traditional accounting services that operate as labor-intensive consultancies, shepi is a self-service product that gives the user full control over the timeline and data.
2. Innovation: By combining a systems engineering approach with M&A expertise, shepi uses AI to categorize transactions and flag risks that typically require manual human oversight, functioning as the 'TurboTax of due diligence.'

Frequently Asked Questions (FAQ)

1. What is AI Quality of Earnings software? It is a digital tool that uses machine learning and structured workflows to analyze a company's financial records to verify the sustainability and accuracy of reported earnings during M&A.
2. How much does a QoE report cost with shepi? Analysis starts at $2,000 per project, offering a 90% cost reduction compared to traditional third-party accounting engagements.
3. Can shepi reports be used for bank financing? Yes, the platform generates structured, professional-grade outputs including EBITDA bridges and working capital schedules designed to meet lender requirements for deal documentation.