Three factors determine your plan.
File Volume
Pay for what you use
Ten files a month or a hundred, your plan adjusts to your actual volume. You pay for the files, entities, and mandates you process. Nothing more.
Full Platform
Every module, included
Clervue is a complete platform from day one. Every module, every feature, every update - included. No add-ons, no feature gates. For firms that need deeper workflow integration or proprietary model support, our consulting team can help - scoped and priced separately.
Team & Support
More people, more support
Whether you're onboarding one analyst or twenty, your support level matches your team. Includes dedicated technical help, advisory access, and priority response on critical files.
We start every engagement with a short discovery call to understand your workflow, team, and goals.
Valuation, projections, comparables, trial balance import, and account matching. Everything is included.
Invite your team, assign roles, and keep a full audit trail on every engagement.
Technical support when you need it. Your files are never stuck waiting.
We walk your team through setup and train everyone hands-on.
SOC 2 Type II certified hosting, PIPEDA compliance, and encryption. Your data stays in Canada.
Export valuation reports in DOCX, built from your firm's own templates.
Join the beta and experience the future of financial analysis and business valuation.
30-minute walkthrough. Tailored to your practice.