AI document intake for business valuation firms
Documents in. Models out.
Turn client tax returns, financial statements and cap tables into review-ready data in your firm’s existing Excel model. Valuationz handles extraction and mapping so your analysts can focus on the valuation.
Your model. Clear review flags. Your team’s professional judgment.
See the workflow, step by step
A short walkthrough of how a client financial package becomes a draft workbook. A booked demo covers your own model and engagements.
Sample figures show the workflow. No documents are uploaded or processed in this preview.
What a client sends
Form 1120-S (2025)
S-corporation return, income statement and balance sheet pages
QuickBooks P&L export (2025)
Profit and loss summary used to cross-check the return
Client forecast workbook (2026)
Projection provided by the client — not used for historical extraction
Historical extraction reads the 2025 actual period. The 2026 client projection is excluded from historical figures.
Figures read from the sample
- Revenue2,450,000SourcedForm 1120-S, line 1c
- Cost of goods sold1,120,000SourcedForm 1120-S, line 2
- Gross profit1,330,000CalculatedRevenue − cost of goods sold
- Operating expenses780,000SourcedQuickBooks P&L, total expenses
- Operating income550,000CalculatedGross profit − operating expenses
- Officer compensation—Review neededTwo conflicting figures in the source documents
Draft workbook, ready for analyst review
| Line item | 2025 actual | 2026 projection |
|---|---|---|
| RevenueSourced | 2,450,000 | 2,900,000 excluded from historical extraction |
| Cost of goods soldSourced | 1,120,000 | 1,300,000 excluded from historical extraction |
| Gross profitCalculated | 1,330,000 | 1,600,000 excluded from historical extraction |
| Operating expensesSourced | 780,000 | 890,000 excluded from historical extraction |
| Operating incomeCalculated | 550,000 | 710,000 excluded from historical extraction |
| Officer compensationReview needed | Review needed | — excluded from historical extraction |
The 2026 projection column is struck through because it is excluded from historical extraction. Officer compensation is left blank and flagged so an analyst decides it. Processing produces a draft populated workbook — the analyst reviews it and owns the professional conclusions.
Built around how valuation firms already work
Bring client documents into a consistent intake process, map financials to your Excel model, and review flagged fields.
Mapped to your firm's Excel model
During onboarding we map extraction output to your workbook. For supported and mapped templates, your existing workbook logic is preserved — values land in the cells you already use.
A draft populated workbook
Processing produces a draft workbook populated with the figures read from the client's documents — historical financials and, for 409A engagements, the capitalization table — ready for your analyst to open and review.
Flagged uncertainty
When a value can't be reconciled against the source documents, it is left for review and flagged rather than filled in with a guess.
Organized document intake
Client financial packages arrive through a structured intake flow and stay organized by client and engagement instead of scattered across email threads.
Analyst review built into the workflow
The draft is a starting point. Your analyst reviews the populated workbook, resolves flagged fields, and owns the professional conclusions.
Security built into the workflow
Document processing runs in our Microsoft Azure environment with role-based access controls and separate firm environments. The security overview sets out the details.
More detail on the intake process is on the How It Works page.
Your expertise still drives the valuation
Valuationz populates a draft workbook from the documents your client provides. Fields that cannot be reconciled are left blank and flagged. Your analyst reviews the draft, resolves the flags, and remains responsible for the valuation and the opinion of value.
Document processing runs in our Microsoft Azure environment. We are happy to walk through the architecture, access controls and current assurance status with your team — see the security overview.
Clear pricing for your firm
Plans are set by monthly engagement volume and whether you use a standard template or your firm's own Excel model.
Starter
- Up to 20 engagements per month
- Standard 409A template workflow
- Tax return intake and mapping into normalized financial statements
- Review flags on fields that need analyst attention
- Email support
Professional
- Up to 100 engagements per month
- Firm-specific Excel model mapping configured during onboarding
- Supported client financial packages: Forms 1120-S, 1120, 1065, QuickBooks P&L and balance sheet exports, Excel financial statements
- Historical financial spreading from mapped source documents
- Review flags on fields that need analyst attention
- Priority support
Enterprise
For firms running high volume or needing a wider deployment scope.
- More than 100 engagements per month
- Firm-specific Excel model mapping configured during onboarding
- Multiple teams and engagement types across one firm
- Named point of contact for onboarding and support
Scope to discuss on a demo
Availability and timing for these are confirmed with your firm before anything is agreed — they are not automatic inclusions.
- White-labeled client portal and per-firm branding
- Custom domain mapping
- API access for integration with existing systems
- Single sign-on and additional security controls
- Alternative deployment models
Estimate the capacity you could recover
Enter your own assumptions. Every figure below is an illustrative estimate.
Analysts still review and own the conclusion.
Suggested plan
Starter
$249 per month
Hours recovered per engagement
2 hrs
Estimated value of recovered capacity
$3,400
Per month, before subscription
Estimated net monthly value
$3,151
Capacity value less subscription
Illustrative estimate, not guaranteed cash savings. Recovered analyst hours are capacity, not automatically billed revenue. Setup, review needs, and actual results vary.
See it against your own model
A 30-minute demo covers your workbook, your document types, and what onboarding would involve for your firm.
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