Diligentsia's mission statement:
Diligentsia’s mission is to harness AI to enable cost effective corporate due diligence by SME’s, their advisors and investors.
Diligentsia is a UK company whose mission is to help companies grow faster, raise more investment, or exit, more quickly at the higher valuation with less risk. The founders have taken companies from start up, through funding to exit and IPO – we have been on similar journeys to you! Just as Seed Legals has streamlined the investment document process, and Vestd has streamlined the share issue space for smaller companies, Diligentsia does the same for the diligence process.
We can offer you the opportunity for increased margins, new revenue streams, route to new clients
How can Diligentsia help Accountancy practices?
We can help Accountancy practices in the following ways.
CLIENT ONBOARDING:
Encourage standard data repository file structure from start
Capture core data at outset of relationship
Early assessment of risk
IMPROVE MARGINS ON EXISTING REVENUE STREAMS:
Less wasted time asking for info
Improved efficiency of service delivery
Context sensitive calls to action within platform
e.g. in shares section, or tax section
Structured quarterly meeting - opportunity to sell in related services
ADDITIONAL HIGH MARGIN REVENUE STREAMS
You already have processes to undertake financial audits
Use core competencies to expand services to offer business audits:
Assistance with data repository setup
Business audit checklist completion
“Living” disclosure schedules and risk registers
Quarterly repository reviews/Diligentsia certification (optional)
Features specifically for Accountants:
A FREE dashboard if you onboard a minimum of five clients
Automated BVCA disclosure letter schedule with completeness and risk scoring
Automated Directors' Questionnaires
Automated due diligence checklist creator
Cross-client benchmarking
Automated KYC module
Please see this work video on how we can help your firm...
The best way of determining value is to quickly try our platform with the company of your choice - no commitment required...our AI generated reporting is immediate....
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FAQs
Q: Is there a demo available for accountancy practices?
There is.
Q: How does Diligentsia help with client retention?
Diligentsia offers efficient, data-driven services that add value to client engagements.
Q: Can Diligentsia generate actionable reports for clients?
Yes, the platform provides AI-generated reports that are immediate and actionable.
Q: Can Diligentsia support multiple clients?
Yes, accountants can manage multiple clients from a central dashboard.
Q: Does Diligentsia assist with compliance?
Yes, it offers automated tools for compliance, including KYC checks and due diligence.
Q: What additional revenue streams can accountants explore with Diligentsia?
Accountants can offer business audits and quarterly repository reviews.
Q: How does Diligentsia increase margins on existing revenue streams?
By improving efficiency and reducing the time spent on manual data collection.
Q: Is Diligentsia free for accountants?
Yes, if they onboard at least five clients.
Q: Can accountants benchmark clients using Diligentsia?
Yes, the platform provides cross-client benchmarking tools.
Q: How does Diligentsia support financial audits?
It offers tools like automated due diligence checklists and risk registers.
Q: What is the automated KYC module?
It simplifies the Know Your Client process by automating checks and document management.
Troubleshooting
Q: Is there a demo available for accountancy practices?
A: Yes, Diligentsia provides demos to help accountancy practices understand the platform and its benefits.
Q: How does Diligentsia help with client retention?
A: By offering efficient, data-driven services that streamline processes, Diligentsia adds significant value to client engagements, fostering long-term relationships.
Q: Can Diligentsia generate actionable reports for clients?
A: Yes, Diligentsia provides immediate and actionable AI-generated reports tailored to client needs.
Q: Can Diligentsia support multiple clients?
A: Absolutely. Accountants can manage multiple clients seamlessly from a central dashboard.
Q: Does Diligentsia assist with compliance?
A: Yes, the platform includes automated tools for compliance, such as KYC checks and due diligence modules.
Q: What additional revenue streams can accountants explore with Diligentsia?
A: Accountants can expand services to include business audits, quarterly repository reviews, Diligentsia certification, and risk management consultations.
Q: How does Diligentsia increase margins on existing revenue streams?
A: By improving operational efficiency, automating repetitive tasks, and reducing the time spent on manual data collection.
Q: Is Diligentsia free for accountants?
A: Yes, accountants can access a free dashboard if they onboard at least five clients.
Q: Can accountants benchmark clients using Diligentsia?
A: Yes, Diligentsia includes cross-client benchmarking tools to compare client performance and identify trends.
Q: How does Diligentsia support financial audits?
A: The platform offers automated tools such as due diligence checklists, BVCA disclosure schedules, and directors' questionnaires to streamline audits.
Q: What is the automated KYC module?
A: This module automates the Know Your Client process by managing checks, document collection, and compliance requirements efficiently.
Q: Can accountants customize Diligentsia’s tools for their clients?
A: Yes, the platform allows some level of customization to align with specific client needs.
Q: How does Diligentsia enhance quarterly client meetings?
A: By providing structured reports and identifying actionable insights, it adds value and creates opportunities for related services.
Q: Can Diligentsia help accountants onboard new clients efficiently?
A: Yes, by encouraging a standardized data repository structure and capturing core data upfront, the platform simplifies onboarding.
Q: Does Diligentsia integrate with other accounting tools?
A: While Diligentsia operates as a standalone platform, it complements other tools by focusing on due diligence and compliance.
Q: What types of clients benefit most from Diligentsia?
A: SMEs, growth-stage companies, and firms preparing for investment or exit benefit greatly from Diligentsia’s tools.
Q: Does Diligentsia help reduce client risk exposure?
A: Yes, through automated risk scoring and regular repository reviews, it helps identify and mitigate potential risks.
Q: Can accountants use Diligentsia to offer certification services?
A: Yes, accountants can leverage Diligentsia to assist clients in achieving certifications, adding a high-margin service to their offerings.
Q: How secure is client data on Diligentsia?
A: Diligentsia follows strict security protocols, including encryption and access controls, to ensure data safety.
Q: How does Diligentsia improve efficiency for accountancy practices?
A: By automating tasks such as due diligence, data collection, and compliance checks, it allows accountants to focus on high-value activities.