M&A due diligence software for quality of earnings analysis and transaction readiness.
PFI Transaction Intelligence helps owners, buyers, and advisors evaluate normalized earnings, working capital, revenue quality, transaction risks, and financial readiness before critical deal decisions are made.
One financial intelligence platform. Multiple decision environments. PFI brings the same structured analytical approach to transaction preparation that it applies to operational performance.
Move from financial signals to the transactions behind them. Transaction Intelligence helps investigators, advisors and finance teams trace anomalies, variances and financial findings to source-level evidence — supporting M&A due diligence, quality of earnings analysis and financial decision support.
Transaction Intelligence is PFI's M&A due diligence software and exit readiness software — covering normalized earnings, EBITDA adjustments, revenue quality, working capital, and transaction evidence for buyers, sellers, and advisors preparing for or evaluating a transaction.
Part of the PFI Financial Intelligence platform — built for buyers, sellers and advisors who need to understand what the numbers actually reflect before a critical decision is made.
Transaction Intelligence
Built for Transactions, Not Just Reporting
Traditional financial reporting tells you what happened. Transaction Intelligence helps you understand what matters in a sale, acquisition, or diligence process. PFI organizes the financial story behind a company so you can prepare, defend, or evaluate a deal with greater confidence.
Primary Use Cases
Who Uses Transaction Intelligence
Prepare Your Company for Sale
- Prepare your company for sale
- Evaluate financial readiness before going to market
- Identify EBITDA adjustments and add-backs
- Understand working capital and data-quality issues
- Surface deal risks early
- Build a stronger financial story for buyers
Analyze Target-Company Financial Quality
- Analyze target-company financial quality
- Review revenue, margins, and normalized EBITDA
- Identify unusual transactions and risk areas
- Evaluate working capital and cash conversion
- Understand potential deal adjustments
- Support financial due diligence preparation
Capabilities
What PFI Analyzes in a Transaction
Exit Readiness
Reviews financial quality, consistency, and readiness before a sale process begins.
Normalized EBITDA
Highlights potential add-backs, unusual expenses, and earnings adjustments that may affect deal value.
Revenue Quality
Reviews revenue trends, concentration, volatility, and recurring vs non-recurring patterns.
Margin Performance
Evaluates gross margin and operating margin trends that may affect buyer confidence.
Working Capital
Reviews receivables, payables, cash, and working-capital behavior that can influence deal structure.
Financial Risk Signals
Surfaces issues that could delay, reduce, or complicate a transaction.
Transaction Evidence
Connects findings back to the underlying transactions and financial detail.
Valuation Scenarios
Supports scenario-based enterprise value review using normalized earnings assumptions.
Data Readiness
Assesses whether the company's financial records are organized for diligence and review.
Action Planning
Recommends next steps to improve readiness before engaging buyers, lenders, or advisors.
Workflow
How It Works
High-level workflow only. Proprietary methodology and formulas are not disclosed.
Applications
How Companies and Advisors Can Use It
Preparing for Sale
Assess readiness before taking a company to market.
Evaluating a Target
Review financial quality before submitting or finalizing an offer.
Cleaning Up Financials
Organize key accounts, trends, and transaction evidence before diligence.
Supporting Deal Conversations
Use clearer financial insight to support bankers, buyers, investors, or advisors.
Comparison
Reporting vs. Transaction Intelligence
Built with Security and Transparency in Mind
PFI is designed for environments where data integrity and access control matter.
- Proprietary financial intelligence engine
- Secure data handling and access controls
- Role-based access for client and admin workflows
- Reconciliation and data exception visibility
- Transaction-level transparency without exposing internal methodology
PFI Transaction Intelligence
Bring More Financial Clarity to Exit and Acquisition Decisions
Use PFI Transaction Intelligence to prepare for a sale, assess a target, and surface financial issues before they affect the outcome of a transaction.