Features
One workflow from Xero connection to buyer-ready Information Memorandum.
Bedard methodology, not generic AI
Output grounded in Simon Bedard's framework from Exit Like an Expert. SDE/EBITDA cutoffs, multiple selection factors, six add-back categories, IM structure - all encoded as the AI's working playbook.
Connect Xero in under a minute
OAuth 2.0 with PKCE. Tokens encrypted at rest. Per-tenant isolation enforced by Postgres row-level security.
Conversational intake
Either fill the intake yourself or send a tokenised link to the seller. Auto-saves every change.
39 Xero endpoints
P&L, balance sheet, trial balance, bank transactions, invoices, bills, journals, contacts, accounts, tax rates, employees, pay runs - all wired as Claude tools.
Defensible add-backs
Six categories aligned to Simon's framework: owner remuneration, personal use, related party, one-off, discretionary, below-market. Every line cites supporting Xero transactions with HIGH/MEDIUM/LOW defensibility.
Version history + diff
Every regeneration creates a new version. Compare any two side-by-side. Section-level status tracking.
Buyer share + open tracking
Tokenised share links with open tracking and expiry. Optional email-to-buyer through Resend.
Append-only audit log
Postgres trigger blocks UPDATE/DELETE on audit events. Export an audit PDF per deal for compliance evidence.
Welcome back, here's what changed
Open any deal and see a synthesised summary of activity since your last visit.
Cost cap per organisation
Monthly Anthropic spend cap enforced before each generation. Real-time visibility in settings.