Business Valuation

Go from document request list to valuation model in minutes. Strongbox delivers ready-to-use Excel workbooks with client financials through a simple data connection experience for your clients.

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Why Strongbox

Instant Data

Connect directly to the client's accounting system(s) to receive everything you need from your request list instantly.

Increased Margin

Reduce time tracking down documents and manually editing data to build higher margin into every project.

More Projects

Improving your team’s efficiency frees up your staff's time to work on more clients and additional projects.

Safe and Secure

Strongbox is SOC 2 Type 2 compliant, keeping your data secure and in accordance with your firm’s standards.

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Integrations with the most popular accounting software

Strongbox pulls the information you need directly from the client's accounting software, saving you time and ensuring completeness and accuracy. (Microsoft Dynamics coming soon!)

“Strongbox is really useful as it eliminates the processing time for the client as well our team.

Strongbox allows us to save approximately 15-20 hours each engagement. The output is perfectly formatted and presents all the inputs we typically need."

-Manager at a Big 4

ALLIANCE AFFILIATIONS

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How business valuation firms use Strongbox

Instant XLSX Financials

Line-by-line monthly and annual balance sheets and income statements in a standard format.

Trend & Ratio Analysis

Instant calculations of common financial ratios and metrics to uncover patterns and identify points of interest.

Cash Flow Analysis

Best-in-class cash flow analysis ready to be plugged into your valuation model.

Private & Secure

Maintain the highest level of security and privacy with our SOC 2 certification.

Revenue Breakdowns

Receive breakdowns of revenue by account, customer, product/service, and more.

Easy-to-Use Connections

Connect yourself or send a URL to your client to easily connect the accounting system.

TRUSTED BY

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