Resources

Guides, comparisons and free templates

Practical material for investment banks, advisory and audit firms in Pakistan and the Gulf: data rooms, due diligence, pricing, ISQM 1 and client request lists.

Solutions

Data room

A virtual data room that sits inside your deal workflow

A virtual data room built into your deal workflow: permissioned folders, expiring shares, version history and a full audit log, on flat per-user pricing.

M&A

An M&A data room for advisers who run the whole mandate

An M&A data room for advisers who run the whole mandate: indexed folders, permissions by workstream, version control, audit log and deal stages in one place.

Due diligence

A due diligence data room with a full audit trail

A due diligence data room with an append-only log of every view, download and share, version history, expiring access and client uploads without a login.

Private equity

A private equity data room for deals and portfolio reporting

A private equity data room for deal files and portfolio reporting: permissioned folders, version history, a full activity log and flat per-user pricing.

Fundraising

A fundraising data room for startups and capital raises

A fundraising data room for startups and the advisers running capital raises: an organised index, version control, expiring shares and an activity log.

Investment banking

Software for boutique investment banks and M&A advisers

Software for boutique investment banks: partner-gated deal phases, conflict check, buyer tracker, deals pipeline, success fees and a data room in one place.

Pakistan & GCC

A virtual data room for advisers in Pakistan and the GCC

A virtual data room for advisers in Pakistan and the GCC: permissioned folders, audit log, client uploads without a login, and per-user pricing in PKR or USD.

Solution

Practice management for accounting and advisory firms

Run engagements, files, timesheets and invoices in one place. Partner-approved stages, planned vs actual hours, approved timesheets and numbered tax invoices.

Solution

Audit management software for external audit firms

Audit management for external audit firms: gated stages, version-controlled working papers, sign-offs, partner release, client portal, ISQM 1, audit trail.

Pakistan

Audit software built for chartered accountancy firms in Pakistan

Audit software for chartered accountancy firms in Pakistan: ICAP-aligned statutory audit checklist, ISQM 1, client portal, trial balance and PKR billing.

United Arab Emirates

Audit software for audit firms in the UAE

Audit software for firms in Dubai, Abu Dhabi and across the UAE: ISQM 1 evidence, client document portal, e-signature and AED billing with 5% VAT.

Saudi Arabia

Audit software for audit firms in Saudi Arabia

Audit software for firms in Saudi Arabia: stage gates, ISQM 1 evidence, client portal, trial balance and SAR billing, with a ZATCA-friendly export.

ISQM 1

ISQM 1 software for small and mid-size audit firms

ISQM 1 software for small and mid-size audit firms: quality objectives, risk register, monitoring, deficiencies, independence and the annual evaluation.

Deal management

Deal management software for advisers who run the process

Run every mandate from pitch to close: pipeline, partner-approved phases, buyer tracker, data room and success fee in one system, at a flat price per user.

M&A software

M&A software, by what each tool does

M&A software falls into five types: sourcing, CRM, pipeline, data room and integration. See what each does and which a sell-side adviser really needs.

Workflow

Accounting workflow software built around review

Workflow software for accounting and audit firms: templates, stages a partner approves, review notes, sign-off tied to the document version, time and billing.

Features

Feature

Secure file sharing for client and deal files

Share client files with people or groups at six permission levels, set expiry dates, keep every version and log each view, download and share. AES-256 at rest.

Feature

An audit trail that cannot be edited or deleted

An append-only, hash-chained log of every file view, download and share. The database blocks edits, and the chain shows tampering. Export it to Excel.

Feature

Version control for working papers and deal documents

Check documents out and in with change notes, keep every version, restore old ones, and tie each sign-off to the exact version so a new upload resets it.

Feature

A workflow for mandates and engagements, with partners in control

Run deal mandates through five partner-gated phases, from pitch to closed, with a 31-item checklist, a conflict check, a buyer tracker and success-fee tracking.

Feature

Timesheets and billing connected to the engagement

Record time against engagement tasks, compare planned and actual hours, approve timesheets, export to Excel and raise numbered invoices with tax.

Redaction

Redact documents before buyers see them

Black out names, prices and personal data on a PDF before buyers see it. The redacted copy holds no hidden text, and the original stays with your firm.

Q&A

Due diligence Q&A with an approval step

Buyers ask questions in the data room. Assign each one, draft the answer, and send it only after a senior person approves. Import and export in Excel.

Buyers and pipeline

Know which buyers are serious

Track every buyer from first approach to bid, see who is reading the data room, and keep a history of each counterparty across all your deals.

Watermarks and protected viewing

Watermarked, view-only documents under your firm's name

Every page a guest opens carries their name, email and the time. View-only access for PDF, Excel and Word, under your own firm's logo and colour.

Feature

A client document portal that does the chasing for you

Collect client documents without WhatsApp or email: one private upload link per engagement, accept or send back, and automatic reminders.

Feature

From trial balance to lead schedules to financial statements

Import a trial balance from Tally, QuickBooks, Xero, Zoho or Excel, map accounts to lead schedules, track adjustments and draft IFRS statements.

Feature

E-signature for engagement letters, representation letters and reports

Send engagement and representation letters for e-signature, with an emailed one-time code, a document fingerprint and a tamper-evident certificate.

Conflict check

A conflict check before you accept the mandate

Check a new client or mandate against your clients, engagements and deal counterparties before you accept it. The result is recorded on the engagement.

Sampling

Audit sampling you can re-perform

Work out an audit sample size by monetary unit or attribute sampling, select the items, and keep the inputs and seed so a reviewer can re-perform it.

Comparisons

Compare

A Datasite alternative for boutique advisers

Datasite suits large, global deals. Stowbill suits boutique advisers who want mandate workflow, files and billing in one place at a flat per-user price.

Compare

A Firmex alternative with the deal workflow built in

Firmex is a proven data room. Stowbill adds mandate stages, version-controlled documents, timesheets and billing at a flat per-user price. See where each fits.

Compare

An iDeals alternative for boutique advisers

iDeals is a full virtual data room for deals. Stowbill is for boutique advisers who want mandates, files and billing together at a flat per-user price.

Compare

A CaseWare alternative for small and mid-size audit firms

Compare Stowbill and CaseWare for small and mid-size audit firms in Pakistan and the Gulf: workflow, client portal, ISQM 1 and pricing.

Compare

An alternative to Suralink and AuditDashboard that runs the whole engagement

More than a PBC portal: Stowbill combines client document requests with stage gates, working papers, review notes, e-signature and ISQM 1.

Compare

An Intralinks alternative for boutique advisers

Intralinks suits large banks and complex deals. Stowbill gives boutique advisers the deal workflow, buyer tracker and data room together, at a flat price.

Compare

A DealCloud alternative for boutique banks

DealCloud is a relationship CRM for large deal teams. Stowbill runs the mandate itself: phases, buyer tracker, data room and fees, live in days.

Compare

A Karbon alternative for firms that face inspection

Karbon is strong on email and recurring work for accounting firms. Stowbill is built around partner review, sign-off and inspection, and adds audit tools.

Compare

An Ansarada alternative for boutique advisers

Ansarada offers an AI-assisted data room. Stowbill joins a simpler room to the mandate workflow, buyer tracker and fees, at a flat price per user.

Compare

A DocSend alternative for running a deal

DocSend is built for sending a deck and seeing who read it. For a sale process with many buyers, an NDA, Q&A and an index, a deal data room fits better.

Guides

Free templates