Exhibiting · NACVA Super Conference 2026
Documents in. Models out.
Valuationz is exhibiting at the NACVA Super Conference 2026 — October 1–2, 2026, Salt Lake City.
Turn client tax returns and financial statements into review-ready data in your firm’s existing Excel model. Give your analysts more time for the valuation.
Patent-pending · Live in production
Built for analyst review
Your workflow stays familiar.
Your Excel Model
Mapping configured for your firm’s workbook
Clear Review Flags
Uncertain fields are flagged for analyst review
Analyst Control
Your team reviews the draft and makes the valuation judgments
View an illustrative example of document mapping and analyst review. (opens in a new tab)
Before your walkthrough
Questions analysts ask
What source documents can Valuationz read?
Tax returns, financial statements, and other client documents. We extract the relevant line items and prepare them for your Excel model.
Do I have to rebuild my firm's Excel model?
No. Mapping is configured to match your existing workbook structure, formulas, and tabs so analysts keep the model they trust.
What happens when the AI is uncertain?
Uncertain or unverifiable fields are flagged for analyst review. Your team makes the final valuation judgments.
How quickly can we see it on one of our engagements?
Request a walkthrough and we can show the workflow live. Many firms start with a pilot file to confirm fit.
Is client information kept confidential?
We treat every document as confidential. For demos, please do not include real client data in this form.
Request a walkthrough
See how Valuationz fits your firm
Share your details to request a walkthrough, or book a time with Jasen directly (opens in a new tab).
Ready to see it on your workflow?
Choose a time for a focused, 30-minute walkthrough with Jasen.
Book a 30-Minute Demo (opens in a new tab)