Tax Return Review for M&A Analysts with Intralinks
The Problem
Senior reviewers spend hours tick-and-tying Transaction Advisory returns against source documents and prior year — and small-dollar variances still slip through into partner review.
What We Build in Intralinks
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. Purpose-built for teams running Intralinks — uses the native API or agent integration so nothing leaves the system of record.
Intralinks Integration Approach
Audit your Intralinks configuration
We map the specific Intralinks objects, custom fields, and workflows the automation needs to touch for your transaction advisory practice.
Build on the Intralinks API or agent
Integration happens inside Intralinks — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Intralinks with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Intralinks instance
30-minute call. We'll look at your actual Intralinks setup and show exactly how this workflow fits.