Spend time growing.
Spend less time assembling databooks and chasing requests, and more time with clients and developing new business.
Take on more deals.
Know you can handle them.
The Transaction Advisory Operating System
One system to run your transaction advisory practice. Manage deal workflows, track your team’s work, and prepare workpapers with AI and financial automation. Use Practice Intelligence to see across your deals and track the metrics that matter to your firm.
Your firm’s templates, workflows, and metrics in one system.
Built for transaction advisory practices.
Your methodologyYour templatesYour practice
Make room for growthGrow your practice.
Grow your practice.
Create capacity for the next deal.
Build a practice that can keep up with the business you win.
Say yes to more deals.
Automate repeatable diligence work so you can take on more deals without every new deal becoming another hiring decision.
Deliver with confidence.
See outstanding requests, workpaper review status, and what needs to be done before the management meeting.
Run the dealManage each deal
Manage each deal
in one place.
Track tasks, owners, deadlines, and milestones. Keep the request list, documents, automated work, and reviews with the deal.
Select a workflow to see how it works.
01Deal trackerOwners, deadlines & status02Requests & documentsFiles received & still needed03Databook preparationYour populated template04Cash proofsRevenue & expense reconciliation05Management meetingTrends, anomalies & questions
Know who is doing what on every deal.
Use the deal tracker to assign tasks, track deadlines and milestones, and see what is in progress or ready for review.
- Tasks, owners, and deadlines
- Deal milestones and progress
- Clear preparation and review responsibilities
•Prepare databookAssigned to analystIn progress
•Review cash proofAssigned to managerFor review
•Prepare management meetingAssigned to deal teamUpcoming
Practice IntelligenceTrack deal progress
Track deal progress
and practice performance.
Get a firm-wide view of active deals and key milestones, from data received to management meeting, draft QoE, and final report. Track deal volume, time between milestones, industry, and opportunity source.
Choose the metrics your firm tracks in Practice Intelligence. See how the practice is growing and where deals need attention.
See Practice Intelligence in a demoAI + deterministic automationThe right tool
The right tool
for the right job.
Use AI to match and summarize documents, extract key data, and map accounts. Use defined rules and calculations to build databooks and perform diligence procedures.
AI across your deal workflow
Review documents.
Prepare the data.
Use AI to review incoming documents and prepare data for the team.
Match documents to requests
Connect incoming files to the request list and update what has been received.
Summarize documents
Summarize the contents so the team can review the key information.
Extract key data
Pull out the information your team needs from the documents it receives.
Map the chart of accounts
Use AI to map accounts to your firm’s categories.
Deterministic financial automation
Automate databook builds and due diligence procedures.
Populate your firm’s databook templates and complete cash proofs using defined rules and calculations.
Databook buildsYour firm’s template
Proof of cashRules + reconciliation
Management meeting workpaperTrends + anomalies
Workpapers prepared using your firm’s templates and methodology.
AI and financial automation work within the same deal. Your team reviews the results and draws the conclusions.
Getting startedDesign the practice
Design the practice
you want to run.
In an onboarding workshop, we review your process and configure TAS OS using your firm’s materials. It is also a chance to fix the things you want to change.
Let’s talk about your practiceBring your materials.
Share your request lists, example databooks, and project management materials. We start with how your firm works.
Review your process.
Review your workflows, fix issues, and choose the key metrics you want to track.
Configure your system.
We set up your templates, configure AI and automations, and prepare the system for your first deal.
A few practical questions
Questions about TAS OS
How the platform fits your firm and the tools you use.
How does TAS OS compare with using Claude?
TAS OS combines AI with your firm’s workflows, templates, diligence automations, task tracking, reviews, and Practice Intelligence. It is configured to run your deals and manage your practice. Your team can still use Claude alongside it.
Do we have to change our databooks and request lists?
We start with your materials. During onboarding, Audit Sight turns your request lists, example databooks, and project management materials into configured templates and workflows. The workshop is also an opportunity to improve the process.
Can we edit our databooks after they’re generated?
Yes. Your databooks are yours to edit in Excel. Change formulas, add schedules, make adjustments, and format them however your team prefers. You stay in control of the file.
See TAS OS in actionSee how TAS OS would
See how TAS OS would
work for your firm.
We’ll walk through the platform using the work your team does every day and discuss how it would fit your firm.
- See databook, cash proof, and management meeting workflows.
- Discuss your templates and practice metrics.
- Understand how your firm would get started.
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From Audit Sight
Explore the newsletter The TAS Practice Brief
Audit Sight’s newsletter for transaction advisory professionals.