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.
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
How business valuation firms use Strongbox
Line-by-line monthly and annual balance sheets and income statements in a standard format.
Instant calculations of common financial ratios and metrics to uncover patterns and identify points of interest.
Best-in-class cash flow analysis ready to be plugged into your valuation model.
Maintain the highest level of security and privacy with our SOC 2 certification.
Receive breakdowns of revenue by account, customer, product/service, and more.
Connect yourself or send a URL to your client to easily connect the accounting system.