Every Feature You Need for Modern QoE
Document intelligence, validation, normalization, analytics, and governance, built into one purpose-built platform.
Document Intelligence
Read, classify, and extract data from every document type in a typical QoE engagement.
- 9 document types supported (bank, POS, financials, payroll, TB, GL, tax returns, merchant statements, more)
- Auto-detection of document type on upload
- Bulk upload entire document packages at once
- Dual extraction engine: deterministic table parsing + AI vision
- Confidence scoring on every extracted data point
- Automatic balance reconciliation (opening + activity = closing)
Analysis & Validation
Cross-source comparison built into the platform. Variance detection in one click.
- Variance matrix: month-by-month across every source pair
- 6+ validation metrics (revenue, deposits, sales tax, labor, officer comp, COGS)
- Configurable pass/warning/fail thresholds
- Data completeness tracking that surfaces gaps before they hurt
- Anomaly detection for spikes, outliers, and related-party patterns
Transaction Management
Categorize thousands of transactions in minutes with rules + AI fallback.
- Smart categorization: rules-first, AI fallback with confidence
- Review queue for low-confidence items
- Vendor normalization with alias learning
- Bulk approve/override operations
- Reusable rule builder that gets smarter with every deal
Financial Structuring
Standardize entity-specific charts of accounts and view financials on a consistent basis.
- Chart of Accounts management and mapping
- COA templates by organization or industry
- Standardized financial views across multi-entity deals
- Manual financial statement entry when source docs are missing
Analytics Dashboard
Revenue, cost, and KPI insights ready out of the box.
- Revenue trends, month-over-month and year-over-year
- Cost structure breakdown by category
- KPIs: gross margin, operating margin, payroll-to-revenue, COGS %
- Seasonality analysis for restaurant and retail targets
Collaboration & Governance
Built for teams. Audited by default.
- Four role-based permission levels (Owner, Admin, Analyst, Viewer)
- Team management with project-level access control
- Approval workflows for normalization adjustments
- Complete audit trail with before/after state
- Multi-tenancy with full data isolation
Organization & Hierarchy
Mirror real deal structures with flexible org modeling.
- Organization > Project > Company > Entity hierarchy
- Multi-entity support for platform companies and complex targets
- Project dashboard for status, team, and processing tracking