Transaction Advisory (TSA) Automation
Transaction Advisory (TSA) Automation
Taciton’s finance-native AI cuts due diligence prep from days to hours, so your team spends less time on grunt work and more time delivering deal-winning insights.
In Transaction Advisory (TAS), your firm's value is measured in insight, not hours. Yet, studies confirm that up to 70% of a typical Financial Due Diligence (FDD) project is consumed by manual data extraction and reconciliation. A pain point Deloitte calls one of the most time intensive steps in due diligence [1]. Advisors report that analysts at Top 10 firms can spend 10–12 hours reconciling PDFs in a single cycle, a workload echoed by industry research on the inefficiencies of manual reconciliation [2]. With TacItOn, the same task takes just 30 minutes. That's the difference between burnout and bandwidth
Your Goal: Become a strategic advisor, not a data-entry clerk.
Your Goal: Deliver on time, every time. Without breaking your team.
Your Goal: Expand margins and scale without adding cost.
You've heard the AI hype. But generic tools like ChatGPT aren't built for the rigor of financial due diligence. They lack the context, security, and precision your clients demand. Taciton is different.
Here's what leading advisory firms are already achieving with Taciton:
"What used to take us days of painstaking manual work now literally takes minutes with Taciton." – Director, Alvarez & Marsal Tax
Anonymized Case Study: A Top 10 Advisory Firm used Taciton to automate their data preparation process for financial due diligence.
Taciton's AI is purpose-built for the complexities of FDD, ensuring accuracy and speed that generic tools can't match.
By automating the low-level data work, your firm can focus on strategic insights, client relationships, and winning more business.
See how Taciton transforms diligence prep from a time-sink into a streamlined, insight-ready process.
Collect PDFs, Excel files, trial balances manually
Hours of copy-paste into Excel models
Reconcile inconsistencies across sources
Late nights cleaning data for managment report
Analysts stuck in grunt work, managers firefighting deadlines
70% of project time lost to manual prep
Upload source files directly into Taciton
AI extracts, normalizes, and reconciles data automatically
Automate Time Series Creation
Excel-native outputs integrate seamlessly into existing models
Analysts focus on insights, managers deliver on time, partners expand margins
Ready to transform your TAS practice from a labor-intensive service to a tech-enabled powerhouse? Choose the path that's right for you.
See the platform in action and get your specific questions answered.