Portland-Based Finsider Launched M&A Software
The new platform automates financial analysis to meet updated federal quality-of-earnings reporting standards.
Updated on Oct. 5, 2026 in Corporate Finance
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Portland-based Finsider has launched a new software platform designed to streamline valuation and M&A due diligence. The system automates complex financial reviews to help firms comply with new federal lending requirements.
Why it matters
The platform addresses recent changes to SBA rules that mandate independent quality-of-earnings reports for specific acquisition deals. By automating these processes, the software aims to standardize data and increase the efficiency of due diligence.
The platform facilitates compliance with SBA Standard Operating Procedure 50 10 8.1, which mandates quality-of-earnings reports for 7(a) acquisition loans exceeding $3 million in enterprise value. Manual proof of cash exercises historically require 8 to 15 hours and cost $5,000.
The players
Finsider
This Portland-based technology company develops software solutions for financial valuation and M&A analysis.
Mitch Petracca
He is a co-founder of Finsider and has experience working on 150 quality-of-earnings engagements.
Daniel Edgar
He is a co-founder of Finsider who helped develop the company's financial analysis platform.
The details
Users connect the software to accounting platforms like QuickBooks Online or upload ledger exports to a secure data room. While generative AI assists with document classification and reading, a deterministic validator checks cited figures against raw data to ensure accuracy within one cent.
Timeline
Finsider officially launched the software on October 5, 2026.
Forward Firm utilized the platform during the past six months.
Market Dynamics
The introduction of this tool follows SBA Standard Operating Procedure 50 10 8.1, which has created a new compliance burden for acquisition financing. This shift signals a broader move toward digital standardization in a sector traditionally dominated by manual review processes.
For firms handling acquisition deals, this technology offers a way to reduce the time and cost associated with mandatory due diligence reporting. Investors and business buyers may see faster transaction timelines as a result of these automated financial review processes.
The takeaway
Businesses undergoing acquisitions must ensure their financial records are ready for standardized, automated review processes. Leveraging tools that offer built-in validation can help companies maintain data integrity while satisfying complex federal compliance mandates.
Further reading
For more on how firms are adapting to new regulatory requirements, visit the Corporate Finance section.
Source note: This article includes information reported by CFOtech US.
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