Deal Analyst
Your numbers, matched to the documents, before, at and after a deal
Workpapers for whoever signs off — calculated from books and bank and tied out to the documents you provide. Not an audit. Ataski is not a CPA firm.
Trained on
the ledger, bank statements and tax returns you provide
Methods
- Tie-out to books and bank
- Excel with live formulas
- PDF for whoever signs off
Who it's for
Buyers, sellers, brokers and diligence teams who need tie-outs around a deal.
From $490/deal
How it works
From signup to the first finished piece of work.
Start a deal and connect books or upload documents.
We match books against bank against tax returns.
You sign off on the workpapers.
Export Excel and PDF with the same figures.
Capability matrix
Does well, with review, won't do.
Out-of-scope tasks come to you instead of being guessed
Does well
- Tie-out to ledger, bank and tax returns
- Excel databook with check rows
With review
- Drafted seller questions on open differences
Won't do
- Audit, review, compilation or SBA QoE
- CPA opinion or valuation
Connections
Per tool: why we need it, what we do, how it's audited.
Connect what you need, when you need it. The assistant only reads tools you explicitly link — never the rest of your stack.
- Accounting connection or file exports.
- Bank statements and tax returns.
- We calculate from books and bank and flag every difference.
- We ship Excel and PDF with check rows.
Connect accounting read-only, or upload exports.
What it reads on every task
Your data. Not the public internet.
Loaded fresh per task — change a doc, the next task picks it up. No retraining, no week-long fine-tune, no stale snapshot.
- Your documents for this deal
Guardrails
When it stops and asks you.
- Open differences with a drafted seller question
Plans
Try the sample, or start with your own data.