In every deal cycle, there’s a moment of truth: the target’s management meeting.
It’s where deal teams test the story behind the numbers, uncover what’s really happening beneath the surface, and assess whether a transaction is on track for success or headed for risk. But let’s be candid: for most Quality of Earnings (QoE) teams, the preparation that leads up to these meetings is still broken. It’s manual, repetitive, prone to errors and anything but standardized.
At Audit Sight, we know this challenge firsthand, we’ve been in your shoes as CPAs, and now as technology builders focused on transforming this work. We’ve spent thousands of hours delivering financial due diligence and doing the painstaking work required to piece together a clear, defensible view of financial results before stepping into a management meeting. And the same challenges keep appearing today:
For too long, transaction advisory professionals have relied on what’s often called the “eyeball test.” You dump the GL data into a spreadsheet, scan it line by line, pivot accounts a dozen ways, and hope you’ll spot the unusual fluctuations that need a closer look.
But this approach is inherently flawed. I know firsthand, as this is how I did it for years. It depends on exhausted people working late nights under tight deadlines, trying not to overlook something critical. Even the sharpest professionals can and do miss subtle trends, outlier transactions, or red flags that hide in plain sight.
When those gaps make it into the management meeting, they carry forward into the final report and ultimately impact the deal’s success.
That’s why we built the Management Meeting Module: to replace the inconsistent eyeball test with an intelligent, data-driven approach that never gets tired or sloppy, no matter the time of night or the volume of data. Our technology automatically flags outliers, identifies fluctuations against your defined materiality, and surfaces anomalies you might otherwise miss.
Every engagement starts with the same level of rigor, whether you’re working on a $2 million add-on or a $2 billion carve-out. The process is (and should be!) repeatable, defensible, and consistent from deal to deal, regardless of industry vertical, target size, or complexity.
Our new Management Meeting Module is purpose-built for QoE professionals who want to spend less time wrangling spreadsheets and more time asking sharper, more strategic questions. At the core of this new module is our AI engine, the Financial Anomaly Risk Score (FARS). FARS is powered by Audit Sight’s proprietary Anomaly Detection Engine, a purpose built AI model developed by CPAs and trained on billions of financial transactions. It uses advanced, multi-dimensional pattern recognition to surface unusual entries that are often buried deep in raw accounting data. Each transaction is evaluated in context, so we’re not just flagging outliers. We’re uncovering meaningful financial risks that can directly impact EBITDA and, ultimately, the purchase price. This powerful capability gives Audit Sight customers an edge in the market.
In just a few clicks, your team can:
In short, it gives you the “so what” behind the numbers before you even step into the meeting with management.
Deals move quickly. Stakeholders expect insights, not just raw analysis. By automating the early-stage preparation work, we’re enabling deal teams to:
This isn’t just about saving time. It’s about raising the quality of the entire engagement and growing your practice.
I’m incredibly proud of how this module reflects Audit Sight’s broader mission: to eliminate manual work and help financial professionals do their best, most impactful work.
Our customers put it perfectly:
“Before Audit Sight, every deal felt like reinventing the wheel. The Management Meeting Module gives us a consistent, defensible way to spot trends and anomalies no matter the client’s size or industry. It’s taken so much guesswork and late-night second-guessing off our plate.”
— Partner, Transaction Advisory Services, Mid-Market CPA Firm
“With Audit Sight, we’re not wasting weekends slicing through GL data anymore. The Management Meeting Module flags what matters so we can walk in prepared with sharper questions and that’s what clients pay us for: insights, not spreadsheet gymnastics.”
— Director, Quality of Earnings Practice, National Advisory Firm
It’s always rewarding to see our technology unlock capacity for great teams so they can move faster, dig deeper, and deliver outcomes that make a real difference.
This isn’t just another product launch, it’s part of a bigger vision. We’re building the tools we wished we’d had when we were doing the work ourselves. We know the late nights, the version control headaches, the time wasted trying to get a clean dataset you can trust.
And we know what’s possible when that friction disappears.
So if your team is still relying on the old eyeball test to prepare for management meetings, we’d love to show you what’s possible with a smarter, data-driven, more consistent approach.
T.C. Whittaker is the Co-Founder and CEO of Audit Sight, a leading technology platform that automates financial transaction verification for audit and transaction advisory professionals. Read more about Audit Sight and connect with T.C.’s team on their website and LinkedIn pages. You can also see the Management Meeting Tool in action in Audit Sight’s latest webinar while earning 1 hour of FREE NASBA-sponsored CPE.
