Streamline Financial Due Diligence with AI-Powered Software
Inventive AI’s financial due diligence software automates data review, flags inconsistencies, and speeds up deal evaluations. Cut manual effort by over 90% without expanding your team.
Backed by Industry Leaders
Close Deals Faster with Streamlined Financial Due Diligence
Manual due diligence slows down deal cycles, increases risk, and strains internal teams. Inventive AI’s financial due diligence software simplifies every step from data intake to reporting so your team can act quickly, stay accurate, and close with confidence.
Accelerate Deal Evaluations with AI-Powered Financial Due Diligence
Faster, More Reliable Financial Analysis at Scale
Inventive AI’s financial due diligence software uses advanced AI models trained on historical data, deal documents, and financial metrics to generate precise, audit-ready reports up to 10 times faster. No spreadsheet chaos. No manual cross-checking.
All Financial Documents in One Secure Location
Store and access past financial reports, balance sheets, P&L statements, audit records, and valuation models in one place. Inventive AI connects with Google Drive, Excel, Box, and SharePoint to break silos and streamline data access.
Purpose-Built for Finance, Legal, and M&A Teams
Inventive AI agents are trained to scan complex financial documents, extract key insights, and reuse verified content. They reduce time spent on manual analysis and ensure every report is consistent, accurate, and aligned with deal goals.
Assign, Track, and Approve Without the Back-and-Forth
Assign sections to analysts, legal advisors, and finance stakeholders. Track progress, manage approvals, and consolidate feedback in one platform. Say goodbye to version mismatches and scattered threads.
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Connect to the Tools You Already Use
Jira
Notion
Confluence
Google Drive
Slack
Salesforce
From Data Intake to Deal Closure — Financial Due Diligence Made Effortless
Upload Financial Documents
Drag and drop spreadsheets, PDFs, or reports. Inventive AI instantly extracts key financial data and organizes it for review.
Leverage Verified Financial Data
Connect past due diligence reports, audit documents, and internal databases. AI auto-populates analysis using your validated financial content.
Customize Analysis for Each Deal
Tailor financial reviews to specific deal types, industries, or compliance standards while ensuring accuracy and consistency.
Collaborate Across Teams
Assign sections to analysts, legal advisors, and finance experts. Track progress, comments, and approvals all in one centralized platform.
Validate Accuracy and Compliance
Run built-in checks to confirm data integrity and regulatory compliance. Maintain detailed audit logs for full traceability.
Export Comprehensive Reports
Generate polished, client-ready financial due diligence reports formatted to your specifications, ready for submission or presentation.
The Results Speak for Themselves
50% Higher Win Rates
90% Faster Response time
70% more Efficiency
Built by the Best for the Best
Our team includes AI researchers, RFP veterans, and enterprise SaaS builders.
Oversees sales and previously founded a healthcare startup that did RFPs. Golfing pro!
Chief Product Officer, Inventive.ai (RFP+AI) | Google AI(Gemini) Founding PM
CTO, Inventive.ai (RFP + AI) | YC | Stanford | IIT
Security You Can Trust
SOC 2 Type II Compliant
GDPR & CCPA Ready
SSO & Access Controls
Full Audit Logs + Encryption
AI Financial Due Diligence Software FAQ
To address any concerns or curiosities you might have, here are answers to some frequently asked questions about AI Financial Due Diligence Software:
Our software uses advanced AI models to automatically extract, analyze, and summarize financial data from multiple documents. It identifies risks, inconsistencies, and compliance gaps to streamline your due diligence process.
Inventive AI delivers highly accurate financial insights by learning from your historical data and validated reports. It reduces manual work by up to 90%, enabling you to complete analyses in minutes instead of weeks.
Yes. Our solution is designed to handle due diligence across various sectors including finance, healthcare, technology, manufacturing, and more, with customizable frameworks to fit industry-specific compliance needs.
Inventive AI seamlessly integrates with popular platforms like Google Drive, Excel, SharePoint, and other document management systems, ensuring your data stays centralized and accessible without disrupting workflows.
We provide enterprise-grade security with encrypted data storage, role-based access control, and full audit trails to ensure your sensitive financial information is protected at every stage.
Setup is quick and efficient, typically completed within 1-2 weeks depending on your organization’s size and data complexity. Our onboarding team supports you throughout to ensure a smooth transition.
Inventive AI offers 24/7 customer support via chat, email, and phone, along with dedicated account managers for enterprise clients. We also provide training resources and regular updates.
Absolutely. Our platform supports custom compliance frameworks and audit requirements, allowing you to tailor workflows and reporting to meet industry-specific regulations.
We offer transparent usage-based pricing with flexible plans suitable for businesses of all sizes. A free trial or demo is available so you can experience the platform before committing.
Inventive AI continuously learns from your updated data and feedback, ensuring responses evolve with market conditions and regulatory changes, helping you win deals with the most accurate, current information.
