Transparency is a core value. Here's what's shipped, in progress, and coming next for the Clervue platform.
Connect to the Bank of Canada API to fetch live exchange rates for multi-currency valuations.
Direct integration with RMA data for industry-standard comparable analysis.
Connect to DealStats for transaction-based comparable data and multiples.
An MVP collecting historical transaction data from accounting firms via MCP, giving valuators a private comparables database built from their own deal history.
Model debt/equity structures and financing scenarios within valuations.
Break down valuations by business unit, region, or custom segments.
Copy and export charts and visualizations for use in external presentations.
Multi-user editing with live cursors, comments, and team-based audit trails.
Expanding the valuation engine with discounted cash flow and asset-based approaches.
Handle valuations and financial data across multiple currencies with automatic conversion.
Export valuation reports using your firm's branded templates and custom layouts.
Performance and accuracy improvements to the financial projection engine.
AI-powered PDF parsing to automatically extract and import financial statement data.
Completing Type II audit for enterprise-grade security assurance.
View-only secure access for clients to review valuations and reports.
Dedicated session isolation per client for complete data segregation and privacy.
Built-in WACC calculator and EBITDA normalization adjustments for accurate valuations.
Integrated tax calculations and adjustments for valuation scenarios.
AI-powered account mapping across chart-of-account structures.
All data stored on Canadian servers with enterprise-grade encryption.
Net working capital and non-cash working capital calculations for accurate balance sheet adjustments.
Drag-and-drop import with auto-normalization and duplicate detection.
Instant income statements, balance sheets, and cash flow from your trial balance.
Tell us what would make Clervue more useful for your workflow. Your ideas shape what we build next.