Quality of earnings, intelligently structured

    Intelligent Quality of Earnings Platform

    Shepi turns financial records into reviewable Quality of Earnings analysis and workpapers. It surfaces adjustment candidates and organizes the evidence; people decide which adjustments belong in the final analysis.

    Watch demoExplore sample project View pricing

    Source-linked evidence. Review the supporting records behind adjustments where source evidence is available; gaps stay visible.

    Two clear paths. Anyone can use Self-Service to run the analysis; Done-For-You adds licensed CPA review.

    Quality of earnings

    Normalized EBITDA bridge

    In review
    Reported EBITDA$1.82M
    Normalized EBITDA$1.57M

    Source coverage

    96%

    GL reconciliation

    93%

    Adjustments reviewed

    12 / 14

    Structured workflow
    Full GL coverage
    Source-linked findings
    PDF + Excel output

    One financial record

    From scattered files to a coherent diligence story.

    Shepi brings the source data, analysis, findings, and deliverables into one connected workflow. Reviewers can follow a number back to where it came from instead of reverse-engineering a spreadsheet.

    Inputs

    Accounting systemsConnected books and exports
    Financial statementsIncome, balance sheet, cash flow
    Transaction recordsTrial balance, ledger, journals
    Cash recordsBank and card activity
    Operating schedulesPayroll, AR/AP, customers, vendors
    Deal documentsCIM, tax, contracts, support
    MapReconcileTestNormalizeTraceReview
    Maps, reconciles, tests, and links every conclusion to evidence.

    Outputs

    Normalized earningsEBITDA bridge and adjustments
    Revenue qualityTrends, concentration, recurring mix
    Cash validationProof of cash and bank coverage
    Working capitalNWC trends, seasonality, target support
    Financial statementsP&L, balance sheet, cash flow
    Ledger findingsAnomalies, flags, reclassifications
    Deal insightsCIM context, risks, observations
    Deliverable packageSource-linked PDF and Excel

    Built around the deal

    Useful before the first indication and through close.

    Independent searchers

    Get structured financial diligence before committing to a traditional engagement.

    Brokers and advisors

    Give sellers a clearer view of earnings quality and support a more prepared process.

    Accountants and CPAs

    Extend capacity with structured workpapers, traceable adjustments, and repeatable analysis.

    Deal teams and lenders

    Review normalized earnings, cash evidence, working capital, and source-linked findings.

    Choose the right level of support

    Run the workflow yourself, or have our team run it with CPA-led review.

    Self-Service

    $1,000 / project

    You prepare the analysis.

    A guided platform for anyone who wants to run the analysis directly, with no Shepi CPA review.

    • Structured QoE workflow and exports
    • You review and approve each adjustment
    • Useful for internal diligence or sharing with your advisors
    • Lenders may require independent CPA involvement
    See Self-Service

    Done-For-You

    CPA-led review

    Our team prepares it with you.

    Shepi prepares the analysis with you, and a licensed CPA reviews adjustments before delivery. This is a review of the analysis, not attestation.

    • Guided kickoff and document intake
    • Shepi team prepares the analysis
    • Licensed CPA review
    • PDF and Excel workpapers reflecting the reviewed analysis
    See Done-For-You

    Shepi is analytical QoE software. Neither path is an audit, review engagement, attestation, valuation, fairness opinion, legal opinion, or tax opinion. View the full scope.

    How it works

    A clear path from financial records to reviewable workpapers.

    The workflow keeps every transformation visible so the analysis can be challenged, corrected, and understood.

    01

    Bring in the financial record

    Connect accounting data or upload the trial balance, general ledger, bank statements, and supporting files.

    02

    Structure and reconcile

    Shepi maps accounts, organizes periods, checks coverage, and connects findings back to source evidence.

    03

    Review the analysis

    Examine suggested adjustments and supporting evidence alongside EBITDA, working capital, and cash analysis.

    04

    Deliver a traceable package

    Export a PDF and workbook reflecting the project's recorded review decisions.

    Security and traceability are part of the workflow.

    Project-level access controls, stable evidence references for supported adjustment conclusions, and one underlying dataset for dashboards and exports.

    Review security

    Why Shepi

    Quality of earnings work should be rigorous without being needlessly slow.

    Shepi began when a systems engineer searching for a business met an M&A professional who had seen the same problem from the other side: smaller deals often had to choose between expensive traditional diligence and fragile spreadsheet work.

    We built a structured analytical system that keeps the source record, calculations, review decisions, and deliverables connected. AI assists the work; people remain responsible for reviewing the conclusions.

    Why we built Shepi

    Start with the level of help you need

    See what the financial story looks like when everything connects.

    Start with the guided walkthrough, then open a complete sample project when you are ready to explore the analysis yourself.

    Watch demoExplore sample project View pricing

    Questions, answered

    What to know before you begin.

    Learn more in the QoE glossary and our detailed guides.

    Data & Security

    What shepi Is

    What shepi Is NOT

    How It Works

    Pricing & Value

    Who It's For

    Talk with us

    Have a project or workflow question?

    Tell us where you are in the process. We’ll help you determine whether Self-Service or Done-For-You fits.

    hello@shepi.ai

    For CPAs

    Review QoE analyses. Earn side income.

    Licensed CPAs review Done-For-You engagements. Flexible, per-engagement work with no business development required.

    Learn more