Currently in Beta
From trial balance to business valuation. In minutes.
Import your data, generate financial statements, model projections, and calculate valuations, all in one platform.
30-minute walkthrough. Tailored to your practice.
Clervue
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Portal
Clients
ACME Industries
Modules
Support
Valuation
Portal
Business Portal
Manage client valuations and track workflow progress
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Total Clients
0
Active Projects
0
Completed Valuations
0
Total Imports
0
ACME Industries
Accounting, Tax Preparation & Payroll
Workflow Progress100%
Valuation Complete
167
Imports
Statements
Valuation
Phase 4
Software Publishers
Workflow Progress75%
Ready for Valuation
9
Imports
Statements
-
Valuation
Maple Consulting
Management Consulting Services
Workflow Progress75%
Ready for Valuation
75
Imports
-
Statements
-
Valuation
Acme Technologies
Software Publishers
Workflow Progress25%
Ready for Mapping
39
Imports
-
Statements
-
Valuation
Bélanger Transport
General Freight Trucking
Workflow Progress50%
Statements in Progress
112
Imports
-
Statements
-
Valuation
Nexus Financial
Investment Banking & Securities
Workflow Progress10%
Awaiting Import
3
Imports
-
Statements
-
Valuation
Built for CBVs·PIPEDA Compliant·Hosted SOC 2 Compliant·Montreal, QC
Our clients and partners
Less manual work. More accuracy.
Clervue eliminates the repetitive financial work so you can focus on analysis that matters.
Collecting financial data
3–5 hours per client
Searching and importing trial balances, reformatting spreadsheets, and reconciling mismatched accounts.
Normalizing accounts
2 hours per file
Manually mapping chart of accounts to standardized structures across different systems.
Building projections
4–6 hours per scenario
Creating financial models in Excel, fixing broken formulas, and maintaining version control.
Preparing valuations
1–2 days per mandate
Running valuation methods, analyzing comparables - all across disconnected spreadsheets.
As things add up
What disappears over time
Hours of manual financial work caused by disconnected tools.
10–15 hours per mandate
How it works
From raw data to a complete valuation in four steps.
XLSQ4_financials.xlsx
CSVtrial_balance_2026.csv
XLSchart_of_accounts.xlsx
Clervue - Import
| Code | Account | Mapping | Class. | Debit | Credit |
|---|---|---|---|---|---|
| 1000 | Cash & Equivalents | Mapped | Surplus | $284,500 | - |
| 1100 | Short-term Investments | Mapped | Non-Op | $95,000 | - |
| 1200 | Accounts Receivable | Mapped | Operating | $142,800 | - |
| 1300 | Inventory | Mapped | Operating | $67,200 | - |
| 1500 | Prepaid Expenses | Mapped | Operating | $18,400 | - |
| 2000 | Accounts Payable | Mapped | Operating | - | $89,300 |
| 2100 | Accrued Liabilities | Mapped | Debt | - | $34,500 |
| 3000 | Retained Earnings | Mapped | Equity | - | $412,000 |
| 4000 | Revenue | Mapped | Operating | - | $1,240,000 |
| 5000 | Cost of Sales | Review | Operating | $496,000 | - |
| 5500 | Salaries & Wages | Mapped | Operating | $184,000 | - |
| 6000 | Operating Expenses | Mapped | Operating | $312,000 | - |
| 6500 | Depreciation | Review | Non-Op | $42,000 | - |
Leave spreadsheets behind.
See how Clervue transforms your workflow.
Traditional Process
With Clervue
Manual data entry across dozens of spreadsheets
One-click trial balance import with auto-normalization
Hours formatting financial statements
Instant statement generation with standardized templates
Static projections that break when assumptions change
Dynamic projections with adjustable scenario levers
Copy-pasting between valuation models
Automated valuation with multiple methodologies
Version control nightmares with shared files
Real-time collaboration with full audit trail
Built for precision. Designed for speed.
Six pillars that define the Clervue advantage.
Fluid Collaboration
Work together in real-time. Share files, assign roles, and maintain a complete audit trail across your entire team.
Scalability & Flexibility
From single entities to complex multi-entity structures. Clervue scales with your practice.
Precision & Compliance
Built to CBV standards with automated compliance checks. Every calculation is auditable and defensible.
Security & Control
Enterprise-grade encryption, role-based access, and PIPEDA compliance. Hosted on SOC 2 Type II certified infrastructure. Your data stays in Canada.
Speed & Efficiency
What took days now takes minutes. Automated workflows eliminate repetitive tasks and reduce errors.
Built-in Intelligence
Smart account matching, anomaly detection, and intelligent suggestions that learn from your workflow.
What our clients say
Hear from the teams who use our services every day.
Pricing that fits how you work
Every plan is scoped to your firm. One product, priced to match your reality.
File Volume
Pay for what you use
Your rate scales with the number of files, entities, and valuations you process.
Full Platform
Every module, included
All modules ship out of the box - no add-ons, no tiers. Need deeper workflow integration? Our advisory team can help, scoped separately.
Team & Support
More people, more support
Onboarding, training, and priority support that scale with your team size.
Included in every plan
All modulesDedicated supportPIPEDA compliantGuided onboarding
30-minute call. No commitment.
Questions & answers
Currently in Beta
Transform your financial processes today.
Join the beta and experience the future of financial analysis and business valuation.
30-minute walkthrough. Tailored to your practice.