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
Includes onboarding and one model mapping.
- 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
Includes onboarding and one model mapping.
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
Implementation and deployment
Every plan includes onboarding and mapping to one Excel model. The items below are for firms that need more than that.
- Additional model mappingA second template, a different engagement type, a partner's variant
- $1,500 per template
- IntegrationsSalesforce, Slack, Box, or your document management system, wired into the intake flow
- $2,500 per integration
- Private cloud deploymentRun Valuationz inside your own Azure or AWS environment. Includes architecture review, environment setup, and go-live.
- $7,500 one-time, plus $500/mo managed
- Dedicated onboarding engineerA named contact for your first 90 days, weekly check-ins, and priority on change requests
- $4,500
- Single sign-onSAML or OIDC against your identity provider
- $1,500
- White-label client portalYour logo, your domain, your colors on the intake form your clients see
- $2,000
All implementation work is scoped on a demo and quoted in writing before anything starts. Most firms are live within a month of signing.
Compare plans
| Feature | Starter | Professional | Enterprise |
|---|---|---|---|
| Engagements per month | Up to 20 | Up to 100 | More than 100 |
| Standard 409A template workflow | |||
| Tax return extraction (1120-S, 1120, 1065) | |||
| QuickBooks and Excel statement extraction | |||
| Firm-specific Excel model mapping | |||
| Historical financial spreading | |||
| Review flags on unreconciled fields | |||
| Multiple teams across one firm | |||
| Named onboarding and support contact | |||
| White-labeled client portal | Add-on | ||
| API access | Discuss | ||
| Single sign-on and additional security controls | Add-on | ||
| Alternative deployment models | Add-on | ||
| Support | Priority | Priority, named contact |
Add-on: priced in the Implementation and deployment section above. Discuss: scoped and quoted per firm on a demo.
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.