Quality of Earnings Software
The QoE platform built for deal professionals. Upload financials, get adjustment candidates and risk flags in minutes, export lender-ready reports — all for $2,000 per project.
100%
GL transaction coverage
2–4 hrs
Initial analysis
$2,000
Per project, flat
What Is Quality of Earnings Software?
Quality of Earnings software automates the financial analysis at the center of every M&A transaction. Instead of analysts manually building Excel workbooks for 4–8 weeks, QoE software ingests trial balances and general ledgers, maps the chart of accounts, identifies EBITDA adjustments, surfaces anomalies, and generates structured deliverables ready for lenders and 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 100% of 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
QuickBooks integration
Direct connection or file upload — no manual data extraction
Lender-ready exports
Structured QoE reports plus full Excel workbook for sharing
QoE Software vs Manual Excel Process
| Dimension | Manual / Excel | Shepi QoE Software |
|---|---|---|
| Setup time | Days (templates, mapping) | Minutes |
| GL coverage | 10–20% sample | 100% of transactions |
| Anomaly detection | Analyst intuition | Systematic pattern analysis |
| Consistency | Varies by analyst | Standardized framework |
| Timeline | 4–8 weeks | Hours to days |
| Cost | $20K+ (CPA firm) | $2,000 |
| Revisions | Billed hourly | Unlimited |
| Audit trail | Manual workpapers | Built-in traceability |
Who QoE Software Is Built For
Independent searchers
Affordable diligence on search-fund-economics deals
Private equity firms
Standardize portfolio screening without adding headcount
M&A advisors
Sell-side QoE prep that controls the deal narrative
CPAs & QoE firms
Handle 2–3× more engagements with AI doing the heavy lifting
Business brokers
Pre-listing financial assessments to compress diligence
Lenders
Faster underwriting with standardized financial analysis
How Shepi's QoE Software Works
Connect data
Upload financials, connect QuickBooks 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
The QoE software category is new — most "M&A platforms" are general financial-intelligence tools retrofitted for diligence. When evaluating, look for:
- Full GL coverage — sample-based tools miss the long tail of personal expenses and one-time items
- Lender-ready output — structured reports formatted the way lenders and deal parties expect
- Proof of cash — most platforms skip this; it's where commingled expenses surface
- Flat pricing — per-project pricing eliminates surprise invoices and rush premiums
- Audit trail — every adjustment should trace back to source transactions