# aiassure

> Diligence your firm can stand behind. Quality of earnings, working capital, and transaction diligence with CPA review and source-linked analysis.

aiassure is a deal OS for CPA firms and TAS teams: collect, normalize, analyze earnings and working capital, record findings, take human approvals, and export. Deterministic numbers stay in the calc engine. Sessions summarize and link; they are never the risk register.

## When to use this

Reach for aiassure when the job is **financial due diligence with a human still on the gate**, not generic chat over spreadsheets.

**Use aiassure for:**

- Quality of Earnings (QoE) and EBITDA bridges that must tie to source documents
- Working capital peg / NWC analysis and close true-up support
- A live findings risk register (red flags, issues, management questions) with evidence links
- CPA-controlled AI: Eve specialists propose mappings or narrative; partners approve, lock, and export
- Request lists, document intake, and engagement readiness checklists for middle-market deals

**Do not use aiassure for:**

- Replacing a CPA opinion, legal advice, or investment banking advice
- Unsupervised bulk-approve of adjustments, mappings, or report finalize
- Consumer bookkeeping, personal tax prep, or general-purpose LLM chat
- Scraping another tenant's deal data (there is no public deal API)

**How an agent should call aiassure:**

1. Read this file and [https://aiassure.vercel.app/docs](https://aiassure.vercel.app/docs) for developer resources (OpenAPI, auth, MCP).
2. Prefer `Accept: text/markdown` on public pages, or fetch `.md` aliases (for example `https://aiassure.vercel.app/about.md`).
3. Use the documentation MCP at [https://aiassure.vercel.app/mcp](https://aiassure.vercel.app/mcp) (card at [https://aiassure.vercel.app/.well-known/mcp](https://aiassure.vercel.app/.well-known/mcp)) for public page search. MCP tools return public markdown only.
4. For a live engagement, a signed-in human must operate the workspace. Do not invent REST calls against `/deals` or `/api/export`.

## Docs

- [Developer resources](https://aiassure.vercel.app/docs): aiassure OpenAPI, authentication, MCP, and webhook policy
- [OpenAPI spec](https://aiassure.vercel.app/openapi.json): machine-readable public HTTP surface
- [MCP server](https://aiassure.vercel.app/mcp): Streamable HTTP documentation tools
- [MCP discovery](https://aiassure.vercel.app/.well-known/mcp): server card for clients
- [FAQ](https://aiassure.vercel.app/faq): QoE, pegs, security, and CPA-control questions
- [Pricing](https://aiassure.vercel.app/pricing): monthly plans vs outsourced diligence cost

## Trust

- [About aiassure](https://aiassure.vercel.app/about): company and product
- [Contact](https://aiassure.vercel.app/contact): legal@aiassure.com
- [Privacy Policy](https://aiassure.vercel.app/privacy)
- [Terms of Service](https://aiassure.vercel.app/terms)

## Blog

- [Quality of Earnings Explained: What Buyers Really Test in M&A](https://aiassure.vercel.app/blog/quality-of-earnings-explained): QoE is more than an EBITDA bridge. It is the buyer's test of whether reported earnings will survive the first year after close.
- [Working Capital Peg Basics: How NWC Affects Purchase Price at Close](https://aiassure.vercel.app/blog/working-capital-peg-basics): The peg looks like a footnote until closing day. Here is how net working capital targets are set, measured, and disputed.
- [Customer Concentration Red Flags in Financial Due Diligence](https://aiassure.vercel.app/blog/customer-concentration-red-flags): When a handful of customers drive most of the revenue, diligence shifts from growth story to survivability analysis.
- [EBITDA Adjustments Buyers Push Back On](https://aiassure.vercel.app/blog/ebitda-adjustments-buyers-push-back): Not every add-back survives diligence. These are the adjustments that most often become purchase price negotiations.
- [Building a Diligence Request List That Actually Gets Answered](https://aiassure.vercel.app/blog/building-a-diligence-request-list): The request list sets the tempo of the deal. Structure it right and documents flow. Structure it wrong and you chase PDFs for weeks.

## Optional

- [Home](https://aiassure.vercel.app/)
- [Sign up](https://aiassure.vercel.app/sign-up)
- [Sitemap](https://aiassure.vercel.app/sitemap.xml)
