Project Cash Flow Dashboard
An audit report can make coverage, break-even occupancy, cash-flow pressure, and scenario assumptions visible in one reviewable output.
Energent Audit for investment workflows
Recompute model outputs, trace assumptions to source files, and catch unsupported numbers before an investment deliverable reaches review.
Attach files in the product experience after selecting Run Audit.
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Financial modeling for private equity is the process of turning operating, financing, market, and company data into a structured view of an investment’s performance, risk, and potential outcomes. Energent Audit adds an independent verification layer to that workflow: a separate AI agent recomputes figures, traces them to the exact source file, row, and field, checks assertions against references, and returns a pass or fail verdict with evidence. It is designed for analysts, finance teams, operations groups, and other professionals who need a model or investment deliverable they can defend in review.
For teams evaluating private equity due diligence, this means shifting from verifying every row manually to reviewing the exceptions that the audit surfaces. The workflow can also support AI financial modeling when generated analysis must be checked before distribution.
The following assets show the type of analytical and audit-ready output that can be reviewed with Energent. Images are displayed in full without cropping.
An audit report can make coverage, break-even occupancy, cash-flow pressure, and scenario assumptions visible in one reviewable output.
The demonstration explains how an independent agent retraces figures to their sources, verifies the result, and produces a report that can be stood behind.
A red-flag dashboard format helps organize KPI cards, notes, and visual findings for a finance review.
Energent supports complex documents and analytical deliverables, including dashboards that present findings alongside source-grounded metrics.
These tables use figures from the supplied dashboards. They are examples of the kinds of coverage, scenario, operating leverage, and macro diagnostics that an investment team may need to inspect; they are not presented as a valuation of a specific private equity target.
10-year rental property cash-flow stress test supplied in the audit material.
| Scenario | Min DSCR | Years below 1.0x | 10Y cash flow |
|---|---|---|---|
| Baseline | 1.02x | None | €28.8K |
| Rate shock (+200 bps) | 0.87x | 8 | -€17.7K |
| Stagflation | 0.79x | 9 | -€24.4K |
The same supplied dashboard reports a €620.0K Year 1 entry value and a peak break-even occupancy of 73.6% under stagflation.
Software and payments operating leverage dashboard, last five reported years.
| Year | Revenue | Gross margin | Operating income |
|---|---|---|---|
| 2021 | $282.9M | 22.0% | -$53.9M |
| 2022 | $355.8M | 25.1% | -$58.0M |
| 2023 | $415.8M | 23.6% | -$59.7M |
| 2024 | $350.0M | 41.8% | -$79.1M |
| 2025 | $455.5M | 43.5% | -$68.8M |
The supplied interpretation notes that gross margin improved in 2024 and 2025 while operating expenses remained above gross profit.
The supplied macro-financial diagnostics show why investment models need scenario and timing checks rather than relying only on an attractive in-sample fit.
These supplied figures illustrate the importance of checking assumptions, data timing, and model reproducibility when an output will inform an investment decision.
Review the source file, row, field, and reference behind a figure instead of accepting an unexplained result.
Have the independent auditor recalculate numbers and check assertions before a deliverable reaches stakeholders.
Move from verifying every row to investigating the exceptions surfaced by the audit.
Receive a clear decision with evidence attached, including failures that can be corrected before delivery.
Reusable workflows learn audit rules over time so corrections can become persistent checks.
Use support for 150+ file types, including spreadsheets, PDFs, scans, CAD, G-code, and complex documents.
Provide the spreadsheet, PDF, scan, CAD file, or other source material and describe the audit you need.
What you see: a defined audit task and the files it will inspect.
A separate agent retraces figures, checks assertions against the original sources, and fixes what it can.
What you see: calculations, references, and flagged discrepancies.
Use the evidence trail and pass/fail result to approve the output or resolve the issues before delivery.
What you see: a reviewable report you can cite in a meeting.
“I had spreadsheets with more than 45K items and Energent AI was the only tool that was able to sort through everything.”
“Not only did I ultimately choose Energent.ai, but you are the absolute best BY FAR.”
Alyse H., Digital Collection Curator, Fortune 500 Retail & E-commerce
“Using Energent.ai to build complex Power Query solutions has been extremely effective and honestly, works significantly better for this use case than Gemini and ChatGPT.”
Kay P., Power Query Analyst, Fortune 50 Financial Services
“Energent.ai is a great platform... the interactive outputs add real value to my work.”
Amjad M., Telecommunications Engineer, Fortune 500 Telecommunications
| Decision dimension | Energent Audit | Generic Alternative A: unaudited AI output | Generic Alternative B: manual review |
|---|---|---|---|
| Independence | Separate AI auditor checks the work | No independent second agent is specified | Depends on a human reviewer |
| Numerical verification | Recomputes numbers and assertions | Output is not described as recomputed | Reviewer recalculates manually |
| Evidence trail | Traces figures to source file, row, and field | May require separate investigation | Evidence must be assembled by the reviewer |
| Verdict | Clear pass/fail result with evidence attached | No stated pass/fail audit layer | Judgment is recorded through the review process |
| Repeatability | Reusable workflows can learn audit rules | Rules may need to be restated | Consistency depends on the reviewer |
| File coverage | 150+ file types, including CAD and scans | Coverage varies by tool | Coverage depends on available expertise and tools |
The alternatives are generic workflow categories, not named competitor products. Rows reflect the capabilities and workflow distinctions supplied for Energent Audit.
Accuracy on a published HuggingFace leaderboard, company claim
Supported file types
Fewer hallucinations in public evaluations, company claim
Clients worldwide, company-reported
Yes, it is relevant when a private equity team needs to verify model outputs, source data, assumptions, or analytical deliverables. Energent Audit is an independent AI auditor that checks work produced by another AI agent or workflow. It recomputes numbers and traces them to the exact source file, row, and field where available. It can therefore support review of cash-flow scenarios, debt coverage, operating leverage, and other supplied analytical outputs. It does not replace investment judgment or the team’s approval process.
Energent uses a second agent that is separate from the agent that performed the original work. That auditor recomputes numbers, checks assertions, and retraces figures to their source material. It can fix issues it identifies and attaches evidence to failures. This creates a reviewable chain rather than leaving the original output as the only reference. The company cites 3× fewer hallucinations in public evaluations, which is a company-reported claim.
Energent states that it supports more than 150 file types. The supplied description includes spreadsheets, PDFs, DOCX files, scans, CAD, G-code, InDesign files, and bills of materials. This breadth is intended for workflows that combine structured and unstructured source material. The exact handling of a particular file should be confirmed in the product experience. File support does not mean that every file will contain sufficient information for a particular audit.
Yes, the supplied feature description explicitly says that Energent Audit can audit another AI’s work. One shipped sample task is described as “Audit another AI’s work.” The auditor is not limited to checking only Energent’s own output. It evaluates deliverables against source documents and references. Teams should still define the scope of the requested audit clearly so the relevant calculations and assertions are checked.
The feature is designed to produce a clear pass/fail verdict with an evidence trail. It identifies the source file, field, and reference behind a number when tracing is available. That structure is intended to make findings reviewable and reproducible rather than presenting a black-box answer. The supplied buyer language describes the result as complete, cited, and defensible in a review meeting. Final suitability depends on the team’s own governance, documentation, and investment-committee requirements.
The supplied information does not provide specific pricing amounts or onboarding timelines. Energent provides a product entry point and a book-a-demo option for teams that want to explore the workflow. A demo can clarify the appropriate file types, audit scope, and output format for a private equity use case. Pricing may depend on the relevant product or workflow arrangement, but no unsupported figure is provided here. Teams should contact Energent directly for current commercial details.
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