Custom AI workflows built specifically for transaction advisory: deep integrations with the Datasite stack, accounting & tax-grade privacy, and workflows that pay back in weeks, not years.
AI pipes KPIs from Datasite and every other system into a live dashboard, writes weekly commentary on movement, and sends an exception summary — the owner sees the business in real time.
AI watches calendar, email, and Datasite activity, drafts timesheet entries per matter, and asks only for ambiguous slices — realization rate climbs 4–8 points.
AI drafts the engagement letter, generates a tailored document-request list for the client's Transaction Advisory profile, chases missing items across email and Datasite, and hands the partner a ready-to-work file — first billable task starts in 3 days, not 3 weeks.
AI monitors Datasite and the client portal, auto-classifies incoming documents, flags what's missing against the prior-year return, and sends personalized nudges on a cadence — reducing document-gathering time by 65%.
AI reconciles each line of the return against source docs in Datasite and the prior year, explains variances over 5%, and produces a review workpaper the senior can sign off on — cutting review time in half.
AI drafts personalized status replies from the live matter state in Datasite, surfaces anything the client is blocking, and escalates tax-sensitive questions to a human — response time drops from hours to minutes.
AI matches bank and card feeds to Datasite entries, auto-codes recurring transactions with learned rules, and surfaces only the true exceptions to the bookkeeper — close lands 5 days earlier.
AI pulls bills from every channel, extracts line items, assigns GL codes using Transaction Advisory patterns, routes approvals, and sends payment files to Datasite — processing cost per invoice drops from $15 to under $2.
The workflows above are starting points. Every transaction advisory operation runs differently — we build what you actually need.
