Blog

Insitely informs you on M&A and financial due diligence. And on the data, BI and reporting underneath.

Several figure sources converging into one reliable number

1 September 2026

Plenty of figures. Yet the meeting is about which one is correct.

Finance looks at the bookkeeping, sales at the order book, and someone pulls up an Excel file too. Each figure can be correct from its own angle, they just are not always talking about the same thing...

3 min read

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Accounting data being structured and flowing through to Power BI and Excel

1 June 2026

From accounting system to Power BI and Excel without copy and paste

Excel and Power BI are rarely the problem in financial due diligence. The problem usually sits in everything that has to happen before the analysis can start...

5 min read

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Scattered sales rows brought together into a single customer view through a key

19 May 2026

We could not even count the customers

How many customers does this business have? How many of them come back? These are basic questions in a financial due diligence. Even so, we could not answer them...

4 min read

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A summarised total unfolding into the underlying journal entry lines

28 April 2026

Why detailed general ledger data is indispensable in financial due diligence

Annual accounts show the outcome. The journal entry lines in the general ledger show how that outcome came about. That detail is exactly what an external analyst needs...

4 min read

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A quickly generated answer next to a verifiable trail from source to result

12 March 2026

The CSVs went into an AI tool. Would you base the acquisition on it?

The financial CSV files simply went into an LLM and the analysis came out smoothly. That this works is not in question. The question is a different one...

4 min read

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Bar chart of revenue by customer with the largest account highlighted

19 February 2026

Which customer analyses are indispensable in an acquisition?

Revenue tells you how much a business has sold. A customer analysis tells you how solidly that revenue actually stands. For a buyer, that difference is everything...

4 min read

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