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.

Security

Enterprise-grade trust. By design.

RobotX is built on audit DNA and enterprise security standards. RobotX keeps every document, datapoint, and result protected from extraction to output.

Trusted by top audit firms globally.

RobotX is engineered for the regulated reality of audit, tax, and finance.

Enterprise-grade security by default
Full compliance with global standards (ISO 27001, SOC 2, GDPR)
With SSO, MFA, and configurable retention policies, firms stay in full control of data access and lifecycle management.

Security isn’t an afterthought at RobotX, it’s engineered into the platform, giving firms the confidence to automate responsibly.

Your data, in your jurisdiction.

ISO 27001

Your data, in your jurisdiction.

SOC2

Your data, in your jurisdiction.

Azure Cloud

Your data, in your jurisdiction.

GDPR

Your data, in your jurisdiction.

UK GDPR

Your data, in your jurisdiction.

AI ACT
Security

Enterprise-grade trust. By design.

RobotX is built on audit DNA and enterprise security standards. RobotX keeps every document, datapoint, and result protected from extraction to output.

Trusted by top audit firms globally.

RobotX is engineered for the regulated reality of audit, tax, and finance.

Enterprise-grade security by default
Full compliance with global standards (ISO 27001, SOC 2, GDPR)
With SSO, MFA, and configurable retention policies, firms stay in full control of data access and lifecycle management.

Security isn’t an afterthought at RobotX, it’s engineered into the platform, giving firms the confidence to automate responsibly.

Your data, in your jurisdiction.

ISO 27001

Your data, in your jurisdiction.

SOC2

Your data, in your jurisdiction.

Azure Cloud

Your data, in your jurisdiction.

GDPR

Your data, in your jurisdiction.

UK GDPR

Your data, in your jurisdiction.

AI ACT
Security

Enterprise-grade trust. By design.

RobotX is built on audit DNA and enterprise security standards. RobotX keeps every document, datapoint, and result protected from extraction to output.

Trusted by top audit firms globally.

RobotX is engineered for the regulated reality of audit, tax, and finance.

Enterprise-grade security by default
Full compliance with global standards (ISO 27001, SOC 2, GDPR)
With SSO, MFA, and configurable retention policies, firms stay in full control of data access and lifecycle management.

Security isn’t an afterthought at RobotX, it’s engineered into the platform, giving firms the confidence to automate responsibly.

Your data, in your jurisdiction.

ISO 27001

Your data, in your jurisdiction.

SOC2

Your data, in your jurisdiction.

Azure Cloud

Your data, in your jurisdiction.

GDPR

Your data, in your jurisdiction.

UK GDPR

Your data, in your jurisdiction.

AI ACT

Success stories from companies
that implemented RobotX

"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

Head of Innovation at JOINSON&SPICE

"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

Partner at Wesselman

Success stories from companies
that implemented RobotX

"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

Head of Innovation at JOINSON&SPICE

"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

Partner at Wesselman

Success stories from companies that implemented RobotX

"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

Head of Innovation at JOINSON&SPICE

"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

Partner at Wesselman

Frequently asked 
questions about due diligence

How fast can we get started?

Implementation takes hours, not weeks. RobotX Flex installs through your Microsoft 365 admin portal and works instantly across Excel desktop and web. Most firms are live after a single onboarding session.

How secure is the platform?

RobotX is ISO 27001 and SOC 2 Type I certified and hosted in the EU on Microsoft Azure. All documents are encrypted in transit and at rest, and every action is logged. We follow enterprise-grade security, privacy-by-design principles, and comply fully with GDPR.

What M&A workstreams benefit most from RobotX?

Financial Due Diligence, Operational Diligence, and Technology Diligence teams use RobotX to extract and verify data faster. Modelling and Valuation teams use it to link assumptions to source documents. SPA and Completion teams use it to reconcile definitions and avoid disputes. Wherever you need transparency between data and evidence, RobotX adds control and speed.

Can RobotX really be used directly in Excel?

Yes. RobotX Flex is a native Excel add-in used by audit, diligence, and modelling teams every day. There’s no separate platform or training curve. It enhances your existing Excel models and databooks by embedding source evidence directly into your workflow.

How is RobotX different from other snipping tools or ChatGPT?

RobotX uses Agentic AI autonomous, transparent agents that extract and verify data deterministically. Unlike black-box LLMs, RobotX never guesses or hallucinates. And unlike generic Excel plugins, it’s purpose-built for with audit trail workflows in mind, linking every number directly to its source document with full traceability.

Frequently asked 
questions about due diligence

How fast can we get started?

Implementation takes hours, not weeks. RobotX Flex installs through your Microsoft 365 admin portal and works instantly across Excel desktop and web. Most firms are live after a single onboarding session.

How secure is the platform?

RobotX is ISO 27001 and SOC 2 Type I certified and hosted in the EU on Microsoft Azure. All documents are encrypted in transit and at rest, and every action is logged. We follow enterprise-grade security, privacy-by-design principles, and comply fully with GDPR.

What M&A workstreams benefit most from RobotX?

Financial Due Diligence, Operational Diligence, and Technology Diligence teams use RobotX to extract and verify data faster. Modelling and Valuation teams use it to link assumptions to source documents. SPA and Completion teams use it to reconcile definitions and avoid disputes. Wherever you need transparency between data and evidence, RobotX adds control and speed.

Can RobotX really be used directly in Excel?

Yes. RobotX Flex is a native Excel add-in used by audit, diligence, and modelling teams every day. There’s no separate platform or training curve. It enhances your existing Excel models and databooks by embedding source evidence directly into your workflow.

How is RobotX different from other snipping tools or ChatGPT?

RobotX uses Agentic AI autonomous, transparent agents that extract and verify data deterministically. Unlike black-box LLMs, RobotX never guesses or hallucinates. And unlike generic Excel plugins, it’s purpose-built for with audit trail workflows in mind, linking every number directly to its source document with full traceability.

Frequently asked 
questions about due diligence

How fast can we get started?

Implementation takes hours, not weeks. RobotX Flex installs through your Microsoft 365 admin portal and works instantly across Excel desktop and web. Most firms are live after a single onboarding session.

How secure is the platform?

RobotX is ISO 27001 and SOC 2 Type I certified and hosted in the EU on Microsoft Azure. All documents are encrypted in transit and at rest, and every action is logged. We follow enterprise-grade security, privacy-by-design principles, and comply fully with GDPR.

What M&A workstreams benefit most from RobotX?

Financial Due Diligence, Operational Diligence, and Technology Diligence teams use RobotX to extract and verify data faster. Modelling and Valuation teams use it to link assumptions to source documents. SPA and Completion teams use it to reconcile definitions and avoid disputes. Wherever you need transparency between data and evidence, RobotX adds control and speed.

Can RobotX really be used directly in Excel?

Yes. RobotX Flex is a native Excel add-in used by audit, diligence, and modelling teams every day. There’s no separate platform or training curve. It enhances your existing Excel models and databooks by embedding source evidence directly into your workflow.

How is RobotX different from other snipping tools or ChatGPT?

RobotX uses Agentic AI autonomous, transparent agents that extract and verify data deterministically. Unlike black-box LLMs, RobotX never guesses or hallucinates. And unlike generic Excel plugins, it’s purpose-built for with audit trail workflows in mind, linking every number directly to its source document with full traceability.

Powering Audit, Tax &
Finance Professionals

Purpose-built AI that helps professionals

work smarter,
move faster and be in control
Audit Automation, Reinvented
Proven ROI
Transparent Pricing
Newsletter

By submitting this form, I confirm that I have read and accepted RobotX's privacy policy.

© 2025 RobotX. All Rights Reserved.

Powering Audit, Tax &
Finance Professionals

Purpose-built AI that helps professionals

work smarter, move faster and be in control
Audit Automation, Reinvented
Proven ROI
Transparent Pricing
Newsletter

By submitting this form, I confirm that I have read and accepted RobotX's privacy policy.

© 2025 RobotX. All Rights Reserved.

Powering Audit, Tax &
Finance Professionals

Purpose-built AI that helps professionals

work smarter, move faster and be in control
Audit Automation, Reinvented
Proven ROI
Transparent Pricing
Newsletter

By submitting this form, I confirm that I have read and accepted RobotX's privacy policy.

© 2025 RobotX. All Rights Reserved.