Financial due diligence, streamlined

From raw ledger to finished report

Import general ledger data, map accounts with intelligent classification, and generate publication-ready financial statements — all in one workflow.

app.prismdiligence.com/mapping
Account Mapping — Q4 Trial Balance
94% mapped312 accounts
1010Cash — OperatingCash & EquivalentsHigh
1200Accounts ReceivableCurrent AssetsHigh
2010Accounts PayableCurrent LiabilitiesHigh
4010Product RevenueRevenueMedium
5100Cost of Goods SoldDirect CostsHigh

How it works

Three steps to clarity

Replace weeks of manual spreadsheet work with a repeatable, auditable workflow.

01

Import

Upload general ledger exports from any accounting system. CSV, XLSX — we handle the parsing.

02

Map

Intelligent account mapping classifies every line item into standardized financial categories. Override anything with a click.

03

Report

Generate publication-ready P&L statements, balance sheets, and cash proof reports in seconds.

Built for diligence

Precision at every layer

Every feature is designed around the realities of financial due diligence — where accuracy is non-negotiable and audit trails matter.

Intelligent Classification

Automated account mapping with confidence scoring. Low-confidence items are flagged for human review — nothing slips through.

Financial Statements

Profit & loss, balance sheet, and cash reconciliation reports generated from your mapped data. Export to styled Excel workbooks.

Audit-Grade Precision

Every mapping decision is tracked. Manual overrides are preserved. Your diligence work is reproducible and defensible.

Profit & Loss Statement

FY 2024 — Generated Report

Finalized
Total Revenue$4,218,340
Cost of Revenue($1,842,100)
Gross Profit$2,376,240
Operating Expenses($1,156,880)
Net Income$1,219,360

Why teams choose Prism

Purpose-built for the workflows that financial diligence teams actually run.

Handles messy, real-world GL exports
Standardized category taxonomy
Confidence scoring on every mapping
Manual overrides preserved across re-imports
Styled Excel workbook export
Multi-project workspace management
Secure, encrypted data storage
Subscription billing with no lock-in

Stop wrestling spreadsheets.
Start delivering reports.

Get your first financial statement generated in minutes, not weeks. No credit card required to start.