Your Due Diligence Shepherd
From raw financials to lender-ready conclusions — in hours, not weeks.
shepi lets you run a professional-grade Quality of Earnings analysis — identifying adjustments, risks, and normalized earnings through a structured, traceable workflow.
Built for deal professionals who need speed without sacrificing credibility.
For most buyers and advisors, Quality of Earnings analysis remains out of reach — too expensive, too slow, and too complex.
Traditional QoE costs are prohibitive for many buyers and smaller deals
Deals move fast — buyers can't wait months for proper due diligence
Only large PE firms and institutions can afford proper QoE analysis
Some deals under $10M may not get a proper Quality of Earnings analysis. shepi changes that.
shepi produces the same structured analysis — EBITDA adjustments, working capital, proof of cash — without the traditional engagement timeline or price tag. Starting at $1,000 per deal.
Connect your accounting software, import trial balance, chart of accounts, and GL data in minutes. No manual exports or spreadsheet cleanup.
EBITDA bridge, working capital, proof of cash, balance sheet — formatted for lender review and deal documentation.
Screen deals in hours, not weeks. Get structured analysis before committing to a full engagement.
Offer sell-side QoE as a differentiator. Help your clients present clean financials to buyers.
Extend your capacity without adding headcount. Use shepi's workpapers as a head start on engagements.
When a systems engineer searching for a business to buy met an M&A professional, they discovered a shared frustration: Quality of Earnings analysis was too expensive and took too long.
Traditional QoE reports cost $20K+ and take 4+ weeks — putting proper due diligence out of reach for searchers, slowing down deals, and forcing buyers to choose between speed and credibility.
We built shepi to change that. By combining a structured analysis framework designed by M&A professionals, automated data processing, and AI-assisted insights, we're making QoE accessible, affordable, and fast — without sacrificing quality.
At shepi, we believe Quality of Earnings should be:
We understand the pressure of due diligence timelines. That's why we've built shepi to help you move faster while maintaining the rigor that lenders and investors expect.
Initial analysis time
Adjustment traceability
From data ingestion to final report, shepi provides a complete workflow for Quality of Earnings analysis.
Import trial balances, bank statements, and supporting documents. shepi organizes everything into a consistent framework.
Follow a structured methodology designed by M&A professionals. Every step is guided and documented.
Let AI help you identify anomalies, suggest adjustments, and validate your analysis against source documents.
What we're engaged to deliver, in the format you'd see from a traditional QoE firm.
Manual QoE work in Excel introduces errors at every step where a human touches a number. shepi removes those steps.
Data flows from source documents into a structured ledger. There is no analyst re-keying trial balance values at 1 a.m.
The adjustment math is deterministic — same inputs, same outputs, every run. No inserted-row drift, no #REF!, no surprises.
Workbook, PDF report, and dashboards all read from the same data. The bridge always ties because it cannot not tie.
Four simple steps from raw data to professional QoE deliverables.
Connect accounting software or upload trial balances and supporting documents.
shepi organizes your data and guides you through the QoE framework.
Get AI-suggested adjustments and validate findings against source documents.
Export professional QoE workbooks and reports ready for lenders.
Most of this comes from the seller's data room. Start with the Required items — add the rest as you receive them.
Our platform combines professional methodology, intelligent automation, and AI assistance to deliver fast, reliable QoE analysis.
A methodology designed by M&A professionals ensures consistency and completeness in every analysis.
Automated data extraction and organization eliminates hours of manual work and reduces errors.
AI assists with anomaly detection, adjustment suggestions, and document validation — all with full transparency.
Have questions about shepi? Want to see a demo? We'd love to hear from you.
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Licensed CPAs review AI-generated adjustments on Shepi's Done-For-You engagements. Flexible, per-engagement work — no business development required.