AI-Powered Quality of Earnings Software
Upload your financials. Get adjustment candidates and risk flags in minutes. Shepi is the QoE platform built for deal professionals who move fast.
2–4 hrs
Initial analysis time
100%
GL transaction coverage
$2,000
Per project pricing
What Is Quality of Earnings Software?
Quality of Earnings software automates the financial analysis process at the center of every M&A transaction. Instead of analysts manually building spreadsheets over weeks, QoE software ingests financial data, maps accounts to standardized categories, identifies EBITDA adjustments, flags anomalies, and generates lender-ready deliverables.
Shepi is purpose-built for this workflow — from data ingestion through QuickBooks integration or file upload, to AI-powered analysis, to exportable QoE reports. It's not a general-purpose accounting tool retrofitted for M&A; it's a diligence engine built for transactions.
Who Uses QoE Software?
Independent searchers
Screen deals faster and reduce diligence costs before committing to a CPA engagement
PE firms & deal teams
Standardize analysis across portfolio screening without adding headcount
M&A advisors
Prepare sell-side QoE packages that accelerate timelines and control the narrative
CPAs & QoE firms
Handle 2–3× more engagements with AI doing the data-intensive work
Business brokers
Pre-listing financial assessments that compress diligence and close more deals
Lenders
Faster underwriting with standardized financial analysis for acquisition loans
Platform Capabilities
Automated account mapping
Chart of accounts mapped to standardized QoE categories — eliminating days of manual work
EBITDA adjustment engine
AI scans the GL for non-recurring items, personal expenses, owner compensation, and add-back candidates
GL anomaly detection
Round-dollar analysis, duplicate detection, period-end clustering, and threshold flagging across 100% of transactions
Revenue quality scoring
Customer concentration, recurring vs non-recurring classification, AR aging, and trend analysis
Working capital analysis
Multi-period NWC schedules with turnover ratios, peg calculations, and seasonality adjustments
Proof of cash
GL-to-bank reconciliation that identifies unrecorded liabilities and commingled expenses
How It Works
Connect your data
Upload financials, connect QuickBooks directly, or import trial balance data
AI processes & maps
Automatic account classification, multi-period alignment, and data normalization
Review flagged items
AI surfaces adjustment candidates, anomalies, and risk indicators for your review
Apply your judgment
Accept, modify, or reject findings — you're always in control of the analysis
Export deliverables
Generate lender-ready QoE reports, EBITDA bridges, and working capital schedules
QoE Software vs Manual Analysis
| Dimension | Manual / Excel | Shepi QoE Software |
|---|---|---|
| Setup time | Days (build templates, map accounts) | Minutes (automated mapping) |
| GL coverage | Sample-based (10–20%) | 100% of transactions |
| Anomaly detection | Relies on analyst intuition | Systematic pattern analysis |
| Consistency | Varies by analyst | Standardized framework |
| Timeline | 4+ weeks | Hours to days |
| Cost | $20K+ (CPA firm) | Starting at $2,000 |
| Deliverables | Custom Excel workbooks | Structured reports + Excel export |
What You Get
Adjusted EBITDA bridge
Net income to adjusted EBITDA with categorized adjustments and supporting detail
Revenue analysis
Customer concentration, recurring classification, trend analysis, and AR aging
Working capital schedule
Multi-period NWC with turnover ratios and normalized peg calculation
Flagged transactions
Categorized anomalies with confidence scores and suggested adjustment amounts
Exportable workbook
Full analysis exportable to Excel for sharing with deal parties and lenders