The QoE platform built for deal professionals. Upload financials, review adjustment candidates and risk flags, and export structured workpapers — all for $1,000 per project.
Map
Organize financial records
Review
Decide on adjustments
$1,000
Per project, flat
What Is Quality of Earnings Software?
Quality of Earnings software structures financial analysis for M&A transactions. Instead of starting every review from a blank workbook, QoE software ingests trial balances and general ledgers, maps the chart of accounts, surfaces EBITDA adjustment candidates, surfaces anomalies, and generates structured deliverables for review by deal parties.
Unlike general-purpose accounting tools or BI platforms, true QoE software is purpose-built for the diligence workflow — from data ingestion to adjusted EBITDA bridge to proof of cash.
Core Features of QoE Software
Automated account mapping
Chart of accounts mapped to standardized QoE categories without manual templating
EBITDA adjustment engine
AI scans the GL for non-recurring items, owner expenses, and add-back candidates
GL anomaly detection
Round-dollar, period-end clustering, duplicates, and threshold flags across imported transactions
Working capital schedules
Multi-period NWC with turnover ratios, peg calculation, and seasonality adjustments
Proof of cash
GL-to-bank reconciliation that surfaces unrecorded liabilities and commingled expenses
Customer concentration
Top customer analysis with revenue concentration and recurring vs non-recurring scoring
Accounting integration
Connect supported accounting systems or upload files
Reviewable exports
PDF and Excel workpapers with evidence references where available
QoE Software vs Manual Excel Process
| Dimension | Manual / Excel | Shepi QoE Software |
|---|---|---|
| Setup | Manual templates and mapping | Guided mapping and review |
| GL review | Chosen sample or full review | Flags across imported records |
| Anomaly detection | Analyst intuition | Systematic pattern analysis |
| Consistency | Varies by analyst | Standardized framework |
| Workflow | Manual handoffs | Data, findings, and review in one place |
| Cost | $20K+ (CPA firm) | $1,000 |
| Revisions | Varies by engagement | Update project review decisions |
| Audit trail | Manual workpapers | Built-in traceability |
Who QoE Software Is Built For
Independent searchers
Structured analysis for search-fund deals
Private equity firms
Use a consistent review workflow across deals
M&A advisors
Organize sell-side financial records and review decisions
CPAs & QoE firms
Organize account mapping and adjustment review in one workflow
Business brokers
Organize financial findings before listing
Lenders
Review structured analysis subject to lender requirements
How Shepi's QoE Software Works
Connect data
Upload financials, connect your accounting integration directly, or import trial balance files
AI processes & maps
Automatic account classification, multi-period alignment, and normalization
Review findings
AI surfaces adjustment candidates, anomalies, and risk indicators
Apply judgment
Accept, modify, or reject — you control the final analysis
Export deliverables
QoE reports, EBITDA bridges, working capital schedules, and Excel workbook
Choosing the Best Quality of Earnings Software
QoE software varies by scope and workflow. When evaluating, look for:
- Full GL coverage — sampling may miss the long tail of personal expenses and one-time items
- Traceable output — structured workpapers linked to the underlying project data
- Proof of cash — compare cash records against the ledger when bank data is available
- Flat pricing — a fixed software price simplifies budgeting
- Evidence visibility — check which conclusions have supporting records and which need follow-up