Automate your databooks with DatabookPro

DatabookPro automates the databook preparation process, saving your firm time and money.

DatabookPro

Designed specifically for financial due diligence professionals, DatabookPro streamlines the databook preparation process, saving your firm money and empowering your firm to deliver added value to your clients.

Generate Databooks

Databooks can now be turned over in minutes after receiving trial balance data, not days. Databooks containing all the standard due diligence tables and charts can be generated at the click of a button.

  • No more time consuming databook preparation work
  • No more relying on expensive outsourcing offices
  • No more frustrating spreadsheet errors
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Update Databooks

With DatabookPro, you can update existing databooks in seconds, not hours. Adjustments and new data additions will flow immediately through all the tables and charts in your databook.

  • No more lengthy recasting of financial statements
  • No more copy and pasting of new trading data
  • No more reconciliation errors
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Key features

DatabookPro has been designed to meet the specific needs of financial due diligence professionals.

Retroactive updating

DatabookPro can update your databooks for new financial data, reclassifications, or new adjustments

Adjustments & recasting

Schedules and charts can be recast as Management adjusted or Due diligence adjusted.

Auto-classification

At upload, DatabookPro classifies trial balances as NWC, Net Debt, Cash, etc.

Aligned to your branding

DatabookPro can be configured to match your firm's branding and design schema.

Edit Trial Balance & Adjustments

Edit trial balance accounts and adjustments using DatabookPro's intuitive user interface. Users are able to split, merge, auto-classify, reclassify accounts and adjustments at both the business unit and consolidated level, and can add, edit or remove annual period and year end mappings.

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Generate & Update Databooks

Generate and update your databook in seconds. DatabookPro offers a high level of optionality, allowing users to generate and update databook schedules either consolidated or at the business unit level, either reported, management adjusted, or due diligence adjusted, with any combination of annual periods / year ends. Each schedule also includes numerous charts and KPIs.

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Interactive Dashboard

Users can quickly see the impact of adjustments and classifications on the financial data using the DatabookPro dashboard.

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Contact Us

DatabookPro Technologies Pty Ltd

DatabookPro Technologies Inc.

Want to learn more about DatabookPro and how we might be able to help your firm? Please do not hestiate to get in contact.

Toronto, Canada

mitch@databookpro.com