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, audit-ready valuations for sell-side mandates and buy-side diligence in minutes rather than weeks.
Banking & SBA
Integrate our SBA SOP 50 10 7.1 compliant audit layer into your lending workflow. Rapid deal-readiness assessment.
The Partner
Protocol.
01
Technical Integration
Seamless ingestion of QuickBooks data, or spreadsheet exports from any platform, across your entire portfolio.
02
Institutional Scoring
Apply the AIQ Score to identify high-value/high-risk outliers.
03
Advisory Expansion
Monetize advisory work through reports that carry your firm's brand, not ours.
AltosIQ is the platform of record for institutional advisory.