shepi

Shepi is quality of earnings (QoE) software for small and mid-sized business M&A. It turns financial records such as trial balances, general ledgers, bank statements, payroll, AR/AP schedules and deal documents into reviewable QoE analysis and workpapers. Users can connect accounting data or upload files, and the platform maps accounts, reconciles periods, checks coverage and links findings back to source evidence.

The software surfaces adjustment candidates, while people decide which adjustments belong in the final analysis. Outputs include a normalized EBITDA bridge, revenue quality, proof of cash, net working capital trends, ledger findings and a source-linked PDF and Excel deliverable package. Shepi states that it is analytical software, not a CPA firm, and that its output is not an audit, attestation or valuation.

It is aimed at independent searchers, brokers and advisors, accountants and CPAs, and deal teams and lenders. Users can run the analysis themselves through Self-Service or choose Done-For-You, where the Shepi team prepares the analysis and a licensed CPA reviews adjustments. Advisory firms can use a Firm Edition for white-label deliverables and resale.