CPA & Accounting
Automate normalization and valuation rationales for your entire client base. Turn compliance work into high-margin advisory engagements.
M&A Advisory
Deliver defensible, fully documented valuations for sell-side mandates and buy-side diligence in minutes rather than weeks.
Banking & SBA
Screen deals before they reach underwriting. Every seller add-back with its stated basis and every method with its reasoning, so you know which files are ready for the appraiser and which aren't.
The Partner
Protocol.
Technical Integration
Direct import from QuickBooks Online, six more platforms in beta, or a spreadsheet export from anywhere.
Institutional Scoring
Apply the AltosIQ Score to identify high-value/high-risk outliers.
Advisory Expansion
Monetize advisory work through reports that carry your firm's brand, not ours.
AltosIQ is the platform of record for institutional advisory.