AI-Powered QoE Analysis Assistant
Published February 2026
AI assists, you decide — every adjustment, conclusion, and judgment call is yours.
Shepi's AI assistant is designed with a clear philosophy: AI assists, you decide. The AI helps you work faster and catch more issues, but every adjustment, conclusion, and judgment call is yours. Here's exactly what the AI does — and what it doesn't.
Overview
The AI assistant is available throughout the QoE analysis workflow. It operates in three modes: identification (surfacing potential issues), education (explaining concepts and context), and assistance (answering questions about your specific analysis).
What the AI Does
Identifies potential adjustments
Reviews financial data to flag items that commonly require EBITDA adjustments: unusual transactions, related-party items, owner discretionary expenses, and non-recurring events.
Surfaces red flags
Anomalies, trends, and patterns that warrant attention — revenue concentration, margin compression, working capital swings, accounting inconsistencies.
Explains concepts
Not sure what "normalized working capital" means? The AI provides clear, contextual explanations drawn from QoE best practices and M&A industry knowledge.
Answers questions
Ask in real-time: "Is this revenue trend concerning?" or "What's a typical owner comp adjustment for a services business?" The AI provides informed perspectives.
What the AI Doesn't Do
Transparency matters. Here's what our AI explicitly does not do:
Does not auto-calculate adjustments
Every number in your analysis is entered and approved by you
Does not certify or attest
Provides analysis assistance, not professional certification
Does not audit source documents
Works with the data you provide; doesn't verify management representations
Does not replace professional judgment
A tool that makes you faster — not a substitute for financial expertise
Does not train on your data
Your deal information is never used to train AI models
Red Flag Detection
Revenue quality
Customer concentration, seasonal anomalies, aggressive recognition
Expense patterns
Missing costs, below-market related-party charges, deferred maintenance
Working capital
DSO/DPO trends that suggest timing manipulation or collection issues
Balance sheet
Unusual accruals, inventory build-up, unrecorded liabilities
Trend analysis
Margin shifts, revenue trajectory breaks, expense reclassifications
Educational Guidance
One of the most valuable aspects of the AI assistant is its educational role. For independent searchers and first-time buyers, the AI serves as a knowledgeable mentor:
Industry-specific guidance
Explains QoE considerations relevant to your target's industry
Benchmarking context
Provides context on what's "normal" for adjustment categories
Step-by-step process
Guides users through the analytical process in logical order
Best practices
References established QoE methodology and industry standards
Data Privacy
No model training
Your deal data is never used to train AI models
Encrypted at rest & in transit
All data protected with industry-standard encryption
Project isolation
No cross-user visibility — your data stays yours
Full deletion control
Delete a project and all associated data is permanently removed