booq

Financial Due Diligence
with booq

You have been invited to share financial information as part of an FDD process.

booq is the platform used by the M&A team to securely collect and analyse your company's financial data.

See how it worksContact us
WHAT IS

booq is a Financial Due Diligence platform used by professionals to collect and analyse the financial data of companies involved in M&A transactions. Rather than exchanging data manually through spreadsheets and exports, booq creates a dataset directly from your accounting software, retrieving the information needed, saving significant time for both sides and eliminating the risk of errors or incomplete data sets.

01
A structured dataset
Rather than exporting spreadsheets, booq generates a structured dataset directly from your accounting software — no manual exports or reformatting required from your side.
02
Takes a couple of minutes
Most companies spend days fielding data requests during due diligence. booq replaces all of that with a couple of minutes on your end.
03
Keeps you in control
booq retrieves a read-only, one-time static copy of your accounting data. It cannot make changes, initiate transactions, or refresh data without your explicit consent.
What you're asked to do

Five minutes.
No technical knowledge needed.

The party that engaged booq will share a secure link with you. A step-by-step tutorial will be provided on the platform, guiding you through every click.

1
Receive your secure access invitation
The party that engaged booq will send you a personalised, encrypted invitation to the platform.
2
Log in to your accounting system
As part of the FDD process, you log in to your accounting system through booq's secure platform.
3
booq handles the rest
booq retrieves the relevant financial data automatically, without requiring you to manually export or reformat anything.
Data scope

Only what's in scope.
Nothing more.

booq retrieves a read-only, one-time static copy of the accounting numbers within scope. booq does not create a direct link with your accounting software, so it cannot refresh the data without your consent, cannot make changes to your accounting data, cannot initiate transactions, and cannot interact with your system in any way beyond data retrieval.

What booq retrieves
Trial balances
General ledger transactions
Invoice ageing tables
What booq does not access
Bank account credentials or payment systems
Personal employee data
Any data outside of your accounting environment
Security & privacy

Protecting your data
is our top priority.

Sharing financial data is a significant step. Here is how booq handles your information throughout the process.

🔒
Encryption
All data is encrypted in transit and at rest using industry-standard protocols, safely stored on fully-managed Azure (Microsoft) databases.
👤
Access control
Only the team engaged on your transaction can access your data within the platform.
📋
Confidentiality
booq operates under a non-disclosure agreement with the party engaged in your transaction. Your data and any findings are treated as strictly confidential.
🗑️
Data retention
Your data is retained for as long as the party conducting the due diligence requires it.
🇪🇺
GDPR compliance
booq is fully compliant with the General Data Protection Regulation (GDPR). If your accounting system includes personal information, it is processed lawfully, stored securely within the EU, and never shared with third parties.
🔑
Read-only access
booq cannot make changes, initiate transactions, or interact with your system in any way beyond data retrieval.
Frequently asked questions

Questions or concerns?

If you have any questions about the process, your data, or booq's platform, please do not hesitate to get in touch. We understand that sharing financial data is a significant step, and we are committed to making this process as transparent, secure, and straightforward as possible.

info@booq.finance

Faster deals, done better.

©2026 booq. All rights reserved.

Financial Due Diligence
with booq

You have been invited to share financial information as part of an FDD process.

booq is the platform used by the M&A team to securely collect and analyse your company's financial data.

See how it worksContact us
WHAT IS

booq is a Financial Due Diligence platform used by professionals to collect and analyse the financial data of companies involved in M&A transactions. Rather than exchanging data manually through spreadsheets and exports, booq creates a dataset directly from your accounting software, retrieving the information needed, saving significant time for both sides and eliminating the risk of errors or incomplete data sets.

01
A structured dataset
Rather than exporting spreadsheets, booq generates a structured dataset directly from your accounting software — no manual exports or reformatting required from your side.
02
Takes a couple of minutes
Most companies spend days fielding data requests during due diligence. booq replaces all of that with a couple of minutes on your end.
03
Keeps you in control
booq retrieves a read-only, one-time static copy of your accounting data. It cannot make changes, initiate transactions, or refresh data without your explicit consent.
What you're asked to do

Five minutes.
No technical knowledge needed.

The party that engaged booq will share a secure link with you. A step-by-step tutorial will be provided on the platform, guiding you through every click.

1
Receive your secure access invitation
The party that engaged booq will send you a personalised, encrypted invitation to the platform.
2
Log in to your accounting system
As part of the FDD process, you log in to your accounting system through booq's secure platform.
3
booq handles the rest
booq retrieves the relevant financial data automatically, without requiring you to manually export or reformat anything.
Data scope

Only what's in scope.
Nothing more.

booq retrieves a read-only, one-time static copy of the accounting numbers within scope. booq does not create a direct link with your accounting software, so it cannot refresh the data without your consent, cannot make changes to your accounting data, cannot initiate transactions, and cannot interact with your system in any way beyond data retrieval.

What booq retrieves
Trial balances
General ledger transactions
Invoice ageing tables
What booq does not access
Bank account credentials or payment systems
Personal employee data
Any data outside of your accounting environment
Security & privacy

Protecting your data
is our top priority.

Sharing financial data is a significant step. Here is how booq handles your information throughout the process.

🔒
Encryption
All data is encrypted in transit and at rest using industry-standard protocols, safely stored on fully-managed Azure (Microsoft) databases.
👤
Access control
Only the team engaged on your transaction can access your data within the platform.
📋
Confidentiality
booq operates under a non-disclosure agreement with the party engaged in your transaction. Your data and any findings are treated as strictly confidential.
🗑️
Data retention
Your data is retained for as long as the party conducting the due diligence requires it.
🇪🇺
GDPR compliance
booq is fully compliant with the General Data Protection Regulation (GDPR). If your accounting system includes personal information, it is processed lawfully, stored securely within the EU, and never shared with third parties.
🔑
Read-only access
booq cannot make changes, initiate transactions, or interact with your system in any way beyond data retrieval.
Frequently asked questions

Questions or concerns?

If you have any questions about the process, your data, or booq's platform, please do not hesitate to get in touch. We understand that sharing financial data is a significant step, and we are committed to making this process as transparent, secure, and straightforward as possible.

info@booq.finance

Faster deals, done better.

©2026 booq. All rights reserved.