M&A | Modeling & Due Diligence

Built for deal speed. Trusted for accuracy.

From VDR to Excel, RobotX Flex gives M&A professionals instant extraction, full traceability, and confidence in every number or clause.

Trusted by leading professional firms
M&A | Modeling & Due Diligence

Built for deal speed. Trusted for accuracy.

From VDR to Excel, RobotX Flex gives M&A professionals instant extraction, full traceability, and confidence in every number or clause.

Trusted by leading professional firms
M&A | Modeling & Due Diligence

Built for deal speed. Trusted for accuracy.

From VDR to Excel, RobotX Flex gives M&A professionals instant extraction, full traceability, and confidence in every number or clause.

Trusted by leading professional firms

Precision under Pressure

Every transaction demands precision under pressure: aggressive timelines, complex document flows, constant updates, and zero margin for error. RobotX Flex restores control by ensuring every data point in your data book is backed by verifiable source evidence. No chasing files. No rework. Just complete confidence in every number you present.

Extract. Link. Verify.

Reads PDFs, scans, and contracts to create structured, review-ready data. Cross-checks completeness and consistency automatically. Embeds live evidence links in Excel where every figure clicks through to its source. Every cell becomes defensible. Every analysis, verifiable.

Deal certainty through transparency

Where others automate clicks, Flex automates confidence.
 Every extraction is backed by visible, auditable evidence giving professionals full control and verifiable results they can stand behind. AI that works like you, only faster.

Source-linked 

Every figure backed by its source.

Automated

Data flows into Excel without manual effort.

Review-ready

Full audit trail, built for client and regulator trust.

Precision under Pressure

Every transaction demands precision under pressure: aggressive timelines, complex document flows, constant updates, and zero margin for error. RobotX Flex restores control by ensuring every data point in your data book is backed by verifiable source evidence. No chasing files. No rework. Just complete confidence in every number you present.

Extract. Link. Verify.

Reads PDFs, scans, and contracts to create structured, review-ready data. Cross-checks completeness and consistency automatically. Embeds live evidence links in Excel where every figure clicks through to its source. Every cell becomes defensible. Every analysis, verifiable.

Deal certainty through transparency

Where others automate clicks, Flex automates confidence.
 Every extraction is backed by visible, auditable evidence giving professionals full control and verifiable results they can stand behind. AI that works like you, only faster.

Source-linked 

Every figure backed by its source.

Automated

Data flows into Excel without manual effort.

Review-ready

Full audit trail, built for client and regulator trust.

Precision under Pressure

Every transaction demands precision under pressure: aggressive timelines, complex document flows, constant updates, and zero margin for error. RobotX Flex restores control by ensuring every data point in your data book is backed by verifiable source evidence. No chasing files. No rework. Just complete confidence in every number you present.

Extract. Link. Verify.

Reads PDFs, scans, and contracts to create structured, review-ready data. Cross-checks completeness and consistency automatically. Embeds live evidence links in Excel where every figure clicks through to its source. Every cell becomes defensible. Every analysis, verifiable.

Deal certainty through transparency

Where others automate clicks, Flex automates confidence.
 Every extraction is backed by visible, auditable evidence giving professionals full control and verifiable results they can stand behind. AI that works like you, only faster.

Source-linked 

Every figure backed by its source.

Automated

Data flows into Excel without manual effort.

Review-ready

Full audit trail, built for client and regulator trust.

AI in M&A

Agentic AI with guardrails

Unlike generic large language models, RobotX uses deterministic, auditable AI Agents that extract and verify data transparently. You define the scope, the AI executes with precision and leaves a full audit trail

Automation you can explain. Results you can defend.

    AI and Table Extract Agents

    reads PDFs, scans, and contracts to deliver structured data you can inspect

    Trace Agent

    links each figure in Excel to its original page and document version

    Integrity Agent

    Cross-checks data for completeness and consistency

AI in M&A

Agentic AI with guardrails

Unlike generic large language models, RobotX uses deterministic, auditable AI Agents that extract and verify data transparently. You define the scope, the AI executes with precision and leaves a full audit trail

Automation you can explain. Results you can defend.

    AI and Table Extract Agents

    reads PDFs, scans, and contracts to deliver structured data you can inspect

    Trace Agent

    links each figure in Excel to its original page and document version

    Integrity Agent

    Cross-checks data for completeness and consistency

AI in M&A

Agentic AI with guardrails

Unlike generic large language models, RobotX uses deterministic, auditable AI Agents that extract and verify data transparently. You define the scope, the AI executes with precision and leaves a full audit trail

Automation you can explain. Results you can defend.

    AI and Table Extract Agents

    reads PDFs, scans, and contracts to deliver structured data you can inspect

    Trace Agent

    links each figure in Excel to its original page and document version

    Integrity Agent

    Cross-checks data for completeness and consistency

Built by M&A Professionals

Designed by M&A professionals

RobotX Flex brings secure, AI-native automation directly into Excel, giving M&A professionals the power to extract, verify, and connect information at deal speed. The AI works under your direction, ensuring every result reflects your intent, not the model’s guesswork.

Example M&A Use Cases

Quality of Earnings

Link every adjustment in your QoE table directly to its source from PDF documents, trial balances, sell-side reports, minutes from expert sessions or supporting contracts. Reviewers can open evidence instantly without chasing down files.

Fully Excel-Native
Easy Manual or AI Powered Extraction
Audit-grade Audit Trail (Zero Trust Principle)

Debt-like Items

Tailor Flex to scan all contracts for potential off-balance exposures such as guarantees, leases, and deferred obligations. RobotX allows you to ensure nothing material is overlooked and no value leakage

Transparent, traceable extraction
Instant Evidence links
One-click verification

Contract Diligence

Use AI Agents to identify change-of-control clauses, renewal terms, and pricing indexations directly in Excel. Every clause links back to the original source, preserving a complete audit trail for post-deal review.

Complete documentation and trust
Evidenced assumptions
Instant evidence links

Model Traceability

Every model input links back to its supporting file. Defensible, auditable, and ready for scrutiny.

Source-verified assumptions
Real-time validation
Seamless evidence retrieval
Built by M&A Professionals

Designed by M&A professionals

RobotX Flex brings secure, AI-native automation directly into Excel, giving M&A professionals the power to extract, verify, and connect information at deal speed. The AI works under your direction, ensuring every result reflects your intent, not the model’s guesswork.

Example M&A Use Cases

Quality of Earnings

Link every adjustment in your QoE table directly to its source from PDF documents, trial balances, sell-side reports, minutes from expert sessions or supporting contracts. Reviewers can open evidence instantly without chasing down files.

Fully Excel-Native
Easy Manual or AI Powered Extraction
Audit-grade Audit Trail (Zero Trust Principle)

Debt-like Items

Tailor Flex to scan all contracts for potential off-balance exposures such as guarantees, leases, and deferred obligations. RobotX allows you to ensure nothing material is overlooked and no value leakage

Transparent, traceable extraction
Instant Evidence links
One-click verification

Contract Diligence

Use AI Agents to identify change-of-control clauses, renewal terms, and pricing indexations directly in Excel. Every clause links back to the original source, preserving a complete audit trail for post-deal review.

Complete documentation and trust
Evidenced assumptions
Instant evidence links

Model Traceability

Every model input links back to its supporting file. Defensible, auditable, and ready for scrutiny.

Source-verified assumptions
Real-time validation
Seamless evidence retrieval
Built by M&A Professionals

Designed by M&A professionals

RobotX Flex brings secure, AI-native automation directly into Excel, giving M&A professionals the power to extract, verify, and connect information at deal speed. The AI works under your direction, ensuring every result reflects your intent, not the model’s guesswork.

Example M&A Use Cases

Quality of Earnings

Link every adjustment in your QoE table directly to its source from PDF documents, trial balances, sell-side reports, minutes from expert sessions or supporting contracts. Reviewers can open evidence instantly without chasing down files.

Fully Excel-Native
Easy Manual or AI Powered Extraction
Audit-grade Audit Trail (Zero Trust Principle)

Debt-like Items

Tailor Flex to scan all contracts for potential off-balance exposures such as guarantees, leases, and deferred obligations. RobotX allows you to ensure nothing material is overlooked and no value leakage

Transparent, traceable extraction
Instant Evidence links
One-click verification

Contract Diligence

Use AI Agents to identify change-of-control clauses, renewal terms, and pricing indexations directly in Excel. Every clause links back to the original source, preserving a complete audit trail for post-deal review.

Complete documentation and trust
Evidenced assumptions
Instant evidence links

Model Traceability

Every model input links back to its supporting file. Defensible, auditable, and ready for scrutiny.

Source-verified assumptions
Real-time validation
Seamless evidence retrieval

Built by auditors for auditors that want faster execution, lower cost and higher quality.

    Agentic AI, human oversight

    Autonomous where possible, guided where it matters — Flow brings intelligent automation and professional judgment together.

    Cloud-native, API-ready

    Scalable across teams and regions, with API endpoints for seamless integration into existing audit environments.

    Standardized outputs

    Every engagement delivered in consistent, ISA 230-compliant formats, improving review and documentation quality.

    Built-in QA framework

    Multi-layer validation ensures accuracy, completeness, and confidence in every result.

Built by auditors for auditors that want faster execution, lower cost and higher quality.

    Agentic AI, human oversight

    Autonomous where possible, guided where it matters — Flow brings intelligent automation and professional judgment together.

    Cloud-native, API-ready

    Scalable across teams and regions, with API endpoints for seamless integration into existing audit environments.

    Standardized outputs

    Every engagement delivered in consistent, ISA 230-compliant formats, improving review and documentation quality.

    Built-in QA framework

    Multi-layer validation ensures accuracy, completeness, and confidence in every result.

Built by auditors for auditors that want faster execution, lower cost and higher quality.

    Agentic AI, human oversight

    Autonomous where possible, guided where it matters — Flow brings intelligent automation and professional judgment together.

    Cloud-native, API-ready

    Scalable across teams and regions, with API endpoints for seamless integration into existing audit environments.

    Standardized outputs

    Every engagement delivered in consistent, ISA 230-compliant formats, improving review and documentation quality.

    Built-in QA framework

    Multi-layer validation ensures accuracy, completeness, and confidence in every result.

Compliance & security

Designed for regulated audit environments.

RobotX operates inside enterprise and mid-market audit infrastructures. Every control is built in not added later.

RobotX is engineered for the regulated reality of audit, tax, and finance. Full compliance with global standards ready for your IT security review without a dedicated implementation project.

ISO27001:2022

ISO 27001

SOC 2

SOC 2

EU GDPR

EU GDPR

UK GDPR

UK GDPR

EU AI Act

EU AI Act

Microsoft Azure EU hosting

Microsoft Azure EU hosting

Compliance & security

Designed for regulated audit environments.

RobotX operates inside enterprise and mid-market audit infrastructures. Every control is built in not added later.

RobotX is engineered for the regulated reality of audit, tax, and finance. Full compliance with global standards ready for your IT security review without a dedicated implementation project.

ISO27001:2022

ISO 27001

SOC 2

SOC 2

EU GDPR

EU GDPR

UK GDPR

UK GDPR

EU AI Act

EU AI Act

Microsoft Azure EU hosting

Microsoft Azure EU hosting

Compliance & security

Designed for regulated audit environments.

RobotX operates inside enterprise and mid-market audit infrastructures. Every control is built in not added later.

RobotX is engineered for the regulated reality of audit, tax, and finance. Full compliance with global standards ready for your IT security review without a dedicated implementation project.

ISO27001:2022

ISO 27001

SOC 2

SOC 2

EU GDPR

EU GDPR

UK GDPR

UK GDPR

EU AI Act

EU AI Act

Microsoft Azure EU hosting

Microsoft Azure EU hosting

Trusted by global teams

    • "RobotX helps us maintain audit quality across industries through custom templates and close collaboration. It’s a true partnership built on continuous development, shared professional insight, and our innovative approach to auditing."

      Martijn Bakker
      Martijn Bakker

      Partner at BDO

      BDO
    • "RobotX helps us shift focus from manual tasks to meaningful audit work – enhancing both quality and the sense of purpose and satisfaction among our teams, especially new joiners."

      Christian de Bruin
      Christian de Bruin

      Senior Product Owner at deJong&Laan

      deJong&Laan
    • "RobotX enables our teams to embed their technology in our audit approach and to monitor its use to maintain our high audit quality."

      Harold Kinds
      Harold Kinds

      Senior Manager at Grant Thorton

      GrantThornton
    • "RobotX empowers us to work smarter and more efficiently. Their innovative approach and reliable support make them an indispensable partner for our organization."

      Gülhan Üçgül
      Gülhan Üçgül

      Partner at Wesselman

      Wesselman
    • "BDO UK is pleased to be partnering with RobotX as part of evolving our digital audit proposition. By utilising the latest technology and AI tools we are allowing our people more time to focus on areas of professional judgement and client interactions."

      Rosie Peat

      Director of Tools & Digital Engagement at BDO UK

      BDO
    • "RobotX is, in our view, the frontrunner in audit tooling. Their AI-driven approach clearly shows how far ahead they are of the market – and they continue to push that boundary further."

      Luc Versteijlen
      Luc Versteijlen

      Partner at Qconcepts

      Qconcepts
    • "RobotX shows how innovative and responsible use of AI can truly advance the audit profession, an approach that inspires both practice and research"

      Angelique Koopman
      Angelique Koopman

      Lecturer Tilburg University & PhD Candidate - Retired EY partner

      Tilburg University
    • "At JOINSON&SPICE, we approach innovation with purpose. After carefully evaluating different solutions, we chose RobotX for its clear vision, interoperability and practical impact on how we work and audit."

      Gerke van Garderen
      Gerke van Garderen

      Head of Innovation at JOINSON&SPICE

      JOINSON&SPICE
    • "We partnered with RobotX because we quickly found out that they’re not only developers, but they haven’t forgotten their roots as former accountants. Beyond their product, they’re a valuable sparring partner who truly listens to our feedback. They help us think about how things can be done faster, easier, and more enjoyable."

      Wouter Maassen

      Partner Audit at Newtone

      newtone

Trusted by global teams

    • "RobotX helps us maintain audit quality across industries through custom templates and close collaboration. It’s a true partnership built on continuous development, shared professional insight, and our innovative approach to auditing."

      Martijn Bakker
      Martijn Bakker

      Partner at BDO

      BDO
    • "RobotX helps us shift focus from manual tasks to meaningful audit work – enhancing both quality and the sense of purpose and satisfaction among our teams, especially new joiners."

      Christian de Bruin
      Christian de Bruin

      Senior Product Owner at deJong&Laan

      deJong&Laan
    • "RobotX enables our teams to embed their technology in our audit approach and to monitor its use to maintain our high audit quality."

      Harold Kinds
      Harold Kinds

      Senior Manager at Grant Thorton

      GrantThornton
    • "RobotX empowers us to work smarter and more efficiently. Their innovative approach and reliable support make them an indispensable partner for our organization."

      Gülhan Üçgül
      Gülhan Üçgül

      Partner at Wesselman

      Wesselman
    • "BDO UK is pleased to be partnering with RobotX as part of evolving our digital audit proposition. By utilising the latest technology and AI tools we are allowing our people more time to focus on areas of professional judgement and client interactions."

      Rosie Peat

      Director of Tools & Digital Engagement at BDO UK

      BDO
    • "RobotX is, in our view, the frontrunner in audit tooling. Their AI-driven approach clearly shows how far ahead they are of the market – and they continue to push that boundary further."

      Luc Versteijlen
      Luc Versteijlen

      Partner at Qconcepts

      Qconcepts
    • "RobotX shows how innovative and responsible use of AI can truly advance the audit profession, an approach that inspires both practice and research"

      Angelique Koopman
      Angelique Koopman

      Lecturer Tilburg University & PhD Candidate - Retired EY partner

      Tilburg University
    • "At JOINSON&SPICE, we approach innovation with purpose. After carefully evaluating different solutions, we chose RobotX for its clear vision, interoperability and practical impact on how we work and audit."

      Gerke van Garderen
      Gerke van Garderen

      Head of Innovation at JOINSON&SPICE

      JOINSON&SPICE
    • "We partnered with RobotX because we quickly found out that they’re not only developers, but they haven’t forgotten their roots as former accountants. Beyond their product, they’re a valuable sparring partner who truly listens to our feedback. They help us think about how things can be done faster, easier, and more enjoyable."

      Wouter Maassen

      Partner Audit at Newtone

      newtone