SecondState
SecondState Dashboard Platform Interface
AI-Powered Workflows & Analytics

Agentic Reasoners
for Finance

Purpose-built for Accounting firms, Due Diligence practitioners, private equity, and consultancies that demand accuracy, faster time-to-insights, and trust.

Research, Analysis & Execution.

Consolidate your financial data and workflows into a unified intelligence layer.
Accelerate due diligence with automated, audit-ready workflows.
Engineered for uncompromising enterprise trust.

Key Capabilities

Agentic Reasoners - Research, Plan & Execute

• Research: Intelligently define project scope and key objectives.
• Planning: Proactively identify risk areas and strategic milestones.
• Execution: Automate workflows and standardize final deliverables.

Managed Lakehouse - Transform & Normalize

• Integration: AI-driven transformation from SAP, Oracle and disparate ERPs.
• Standardization: Raw → Common Data Model → Reporting Layers.
• Flexibility: notebook-like UI for hands-on data manipulation.

Advanced Analytics & Due Diligence

• Deal Execution: Automate Quality of Earnings (QoE), EBITDA adjustments, and Net Working Capital analysis.
• Deep Investigation: Ask "Identify non-recurring expenses above $10k" or "Analyze customer concentration risk."

Complete Audit Trails

Full agents traces, transformation logs and lineage tracking

Engineered for Control & Transparency

Featuring containerized design patterns for maximum reliability and auditability.

Agents with well-scoped set of tasks
Human-in-the-loop
Guiding via chat - Dev Mode for your engineering team
No data ever leaves your environment

Financial data is messy, the processes are manual and the toolchain is fragmented

From audit engagements to due diligence processes, manual data prepararation is slowing down critical business decisions.

Audit/Deal Deadline Pressure

• Time-sensitive M&A deals and audit deadlines demand faster data normalization and insights

Multiple data sources

• Portfolio companies and audit clients use different ERPs, requiring manual mapping to standard formats.
• Templatization is heavily repetitive.

Process ineffeciencies

• Heavy dependency on external teams.
• Long turnaround for Analytics.
• Engineering Overhead.

Your Data. Your AI. Your Future.

Built with your privacy in mind.

BYOC Architecture

Deploy SecondState in your own cloud environment for complete data sovereignty and security. Your data never leaves your infrastructure.

AWS, Azure compatible
Complete data sovereignty
Enterprise security standards
Custom compliance requirements
Scalable infrastructure
Hosted option available

Ready to Transform Your Financial Data Workflows?

Reach out to us for a demo and be among the first to experience the future of financial data transformation for audit and M&A teams.