Product updates and practical guides for transaction due diligence, source review, consolidated analysis and credit memos.
Product update
Turn supported Plaid and Finicity JSON files into reviewable statements, debt schedules and payroll documents. This guide covers file formats, source pages and retention.
Read the articleTransaction advisory
A financial due diligence workflow for M&A teams: review historical results, assess proposed adjustments, and trace findings to supporting documents.
Read the articleCompliance
Trace source-linked figures to original document lines. Review recorded edits, report finalizations, reopenings, and access activity.
Read the articleCredit analysis guide
How to review entity columns, reported eliminations and consolidated totals in SEC filings and audited financial statement packets, with source-linked detail in SpreadSpace.
Read the articleProduct update
Bring your company’s credit memo template into SpreadSpace’s native workspace or embedded UI, and complete it there with the spreads you’ve already created.
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