Bring financial records, adjustment candidates, and review decisions into one repeatable QoE workflow.
Map
Organize accounts and periods
Review
Evaluate adjustment candidates
Export
Prepare PDF and Excel workpapers
Quality of Earnings analysis depends on sound source records and professional judgment. For accounting firms, CPA practices, and QoE providers, Shepi offers a structured place to organize the data and review the proposed conclusions.
The Growing Opportunity
Private equity firms, independent searchers, and lenders increasingly require QoE reports before closing acquisitions. The records may arrive in different formats, and the review still requires judgment about what the evidence supports.
A repeatable workflow helps teams keep account mapping, proposed adjustments, and supporting workpapers together across engagements.
Scaling Without Proportional Headcount
The traditional bottleneck is staffing. Teams often spend substantial time organizing source files, mapping accounts, and preparing schedules before they can evaluate the findings.
AI-assisted analysis changes the starting point. By organizing data ingestion, normalization, and initial adjustment candidates, Shepi gives teams a structured starting point for review. The analyst's time shifts from spreadsheet construction to judgment-intensive work: evaluating adjustment reasonableness, assessing business quality, and advising clients.
Firm Workflow with Shepi
Data ingestion
Connect directly to your accounting integration or upload financial statements. Shepi normalizes the data and maps accounts automatically.
Automated analysis
The platform identifies potential EBITDA adjustments, flags unusual transactions, and builds multi-period trending.
Analyst review
Your team reviews AI-identified adjustments, applies professional judgment, and adds deal-specific context.
Report generation
Export PDF and Excel workpapers with supporting schedules, adjustment summaries, and working capital analysis; recipient requirements vary.
Client delivery
Present findings with confidence, backed by comprehensive analysis and clean documentation.
Client-Ready Deliverables
The output matters as much as the analysis. Shepi produces structured, source-linked deliverables:
Adjusted EBITDA bridge
Clear walk from reported to adjusted earnings with categorized adjustments
Working capital analysis
Normalized working capital with peg calculations
Revenue quality assessment
Customer concentration, recurring vs. non-recurring revenue analysis
Supporting schedules
Detailed backup and stable references for supported adjustments
Management discussion points
Key questions and areas requiring further investigation
Winning More Engagements
A PE firm or searcher under LOI needs to understand which findings are supported, which require follow-up, and what remains unresolved. A reviewable record helps your team explain those decisions.
Shepi exports in its own workbook and PDF formats. Firm-specific templates and review processes should be evaluated with your team rather than assumed to be built in.