Transaction Advisory (TSA) Automation

Automate 70% of Due Diligence. Scale Revenue Without Adding Headcount.

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

The Grind is Real, and It's Costing You at Every Level

Analyst IconAnalyst
  • Drowning in PDFs and trial balances
  • Nights and weekends lost to copy-paste
  • Little time left for real analysis

Your Goal: Become a strategic advisor, not a data-entry clerk.

Manager IconManager
  • Deadlines force burnout and errors
  • Unpredictable timelines
  • Constant firefighting

Your Goal: Deliver on time, every time. Without breaking your team.

Partner IconPartner
  • Margin compression is real
  • Revenue growth tied to headcount growth
  • Manual work erodes profitability

Your Goal: Expand margins and scale without adding cost.

Why Generic AI Fails TAS (and Finance-Native AI Wins)

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.

  • Audit-grade accuracy Eliminate manual errors and deliver consistent due diligence reports.
  • Compressed timelines Cut due diligence prep from days to hours with lightning‑fast extraction and consolidation from trial balances, PDFs, and schedules.
  • Capacity uplift Automate repetitive prep to free 20+ analyst hours per project, enabling your team to take on 25% more engagements without extra headcount.
  • Automated data extraction Efficiently parses and normalizes unstructured financials (GLs, statements, notes) into model‑ready formats.
  • Automated data fusion Intelligently merges multiple sources into a single, clean Excel—deduplicated, aligned, and ready for TAS models.

Automating Quality of Earnings with AI

The Proof: From Days to Minutes

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.

  • Result: Reduced due diligence data prep time from 3 days to 3 hours.
  • Impact: Freed up 20+ analyst hours per project, allowing the team to take on an additional client engagement that quarter.
  • Time Saved: Up to 80% reduction in data prep time.
  • Capacity Scaled: Handle 25% more projects with the same team.
  • Margin Impact: Increase project margins by 15-20%.

AI 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.

How Transaction Advisory Firms Scale with Taciton

By automating the low-level data work, your firm can focus on strategic insights, client relationships, and winning more business.

From Manual Grind to Automated Flow

See how Taciton transforms diligence prep from a time-sink into a streamlined, insight-ready process.

Before Taciton
(Manual Process)

  • PDF Icon

    Collect PDFs, Excel files, trial balances manually

  • Search Icon

    Hours of copy-paste into Excel models

  • Reconcile Icon

    Reconcile inconsistencies across sources

  • Clock Icon

    Late nights cleaning data for managment report

  • User Icon

    Analysts stuck in grunt work, managers firefighting deadlines

  • Hourglass Icon

    70% of project time lost to manual prep

After Taciton
(Automated with AI)

  • Cloud Upload Icon

    Upload source files directly into Taciton

  • Grid Icon

    AI extracts, normalizes, and reconciles data automatically

  • Template Icon

    Automate Time Series Creation

  • Chart Icon

    Excel-native outputs integrate seamlessly into existing models

  • Lightning Icon

    Analysts focus on insights, managers deliver on time, partners expand margins

Take the Next Step

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.