5
Integrated modules covering the full FDD workflow
~95%
Average time reduction per engagement task
<1 hr
Full data prep, down from 2 to 5 analyst days
0
Software to install. Runs in any web browser.
THE PROBLEM WE SOLVE
Days of Manual Work,
Automated.
Financial due diligence is one of the most labor-intensive services in accounting and advisory. Analysts spend days extracting reports, reviewing hundreds of general ledger entries, and transcribing lease terms — before any meaningful analysis begins.
FDD Agents is a browser-based platform that automates the five most time-consuming steps of any FDD engagement. It connects directly to QuickBooks, processes uploaded files, and delivers structured, formatted Excel output — ready for review and client delivery.
No installation. No manual reformatting. No unnecessary delays.
0 IT setup required. Works out of the box.
THE FIVE MODULES
Everything You Need, Nothing You Don't
Five specialized modules covering the complete FDD workflow — each one delivering structured Excel output ready for client delivery.
Module 01
QuickBooks Report Automation
Connects directly to QuickBooks Online via secure OAuth 2.0. Pulls 11 standard financial reports in one click and delivers a professionally formatted Excel workbook with configurable date ranges, filters, and column layouts.
⏱️ 1–3 hrs → <5 min
Module 02
Flux Analysis
Uploads any P&L file, calculates period-over-period variance for every account line, flags items exceeding configurable thresholds, and generates context-aware client follow-up questions using a two-stage language model pipeline.
⏱️ 3–6 hrs → <30 min
Module 03
Anomaly Detection
Analyzes the general ledger using statistical methods to classify each account as Recurring or Non-Recurring. Flags individual transactions that deviate significantly from account averages, with a written assessment explaining each finding.
⏱️ 4–8 hrs → <20 min
Module 04
Lease Agreement Automation
Reads PDF lease documents and extracts all key terms: rent, escalation schedules, renewal options, and termination clauses. Calculates year-by-year payment schedules and lease status. Supports batch upload across multiple leases.
⏱️ 1–2 hrs → <2 min/lease
Module 05
Bank Statement Automation
Accepts PDF or CSV bank statements across multiple accounts. Classifies transactions, identifies cross-account transfer pairs, and builds monthly cash flow summaries. Output is a 3-sheet Excel workbook ready for reconciliation work.
⏱️ 4–8 hrs → <15 min
PROVEN RESULTS
The Numbers Speak Clearly
Real time savings, consistent quality, and measurable capacity gains — every engagement.
5
Integrated Workflow Modules
One platform handles QuickBooks extraction, flux analysis, GL anomaly detection, lease extraction, and bank statement processing — end to end.
<1 hr
Full Engagement Data Prep
What previously consumed 2 to 5 analyst days — extracting, formatting, and organizing — is now completed in under an hour, ready for meaningful analysis.
~95%
Time Saved Per Task
Each module reduces its respective task from hours to minutes. Flux analysis drops from 3 to 6 hours to under 30 minutes. Anomaly detection from 4 to 8 hours to under 20.
0
Client Data Retained After Session
Stateless architecture means no client data is stored after a session ends. Privacy is built into the platform design, not added as an afterthought.
Same team. More engagements. Consistent output.
FDD Agents gives firms the capacity to grow without adding headcount.
BUILT BY TRISEED
Purpose-Built for Financial Due Diligence
TriSeed builds workflow automation tools for accounting and advisory firms. FDD Agents was designed from the ground up to match how FDD engagements actually run — not as a general-purpose tool retrofitted to finance, but as a purpose-built platform for the specific tasks analysts do every day.
The platform integrates directly with QuickBooks via secure OAuth 2.0, processes uploaded files including PDFs and CSVs, and delivers output in Excel formats that match existing work paper standards. No configuration required on client systems.
