Valuers Suggest Enhancements to AI-Powered PDF-to-Excel Tool
BVR recently partnered with Nambri Technologies to offer Nambri TaxXL, an advanced AI enterprise SaaS software application designed to convert PDF tax returns into Excel spreadsheets. During a recent demonstration webinar, valuation practitioners suggested some enhancements, which triggered some planned updates to allow for the application to handle additional tax forms.
Reminder: Sample IRS forms for PDF extraction testing
Nambri TaxXL is a new application that automates the conversion of PDF tax returns into an Excel spreadsheet.
Turn PDF Tax Returns into Excel Spreadsheets in Minutes—TaxXL (FREE WEBINAR)
Do you know what financial aspects of the subject company are fundamental to the valuation? In this webinar, we will identify the financial aspects of the subject company that are fundamental to valuation and demonstrate how to use Nambri TaxXL to convert PDF tax forms to Excel spreadsheets. Then, we will use the export from TaxXL to perform a financial analysis of the subject company.
Reminder: Sample IRS forms for PDF extraction testing
Nambri TaxXL is a new application that automates the conversion of PDF tax returns into an Excel spreadsheet.
Wanted: Sample IRS forms for PDF extraction testing
Nambri TaxXL is a new application that automates the conversion of PDF tax returns into an Excel spreadsheet.
Excel: Tips and Tricks for BV Professionals
Participants will learn tools for working in Microsoft Excel specifically designed to improve overall efficiency when building and working with valuation models. Techniques and tips will be based on the presenter’s more than 20 years of experience with building models and working with Excel for valuations both domestically and internationally. Insights will help reduce the use of the mouse and improve the use of the keyboard when modeling. Participants will learn how to custom format ...
New BV workflow tool makes PDF tax document conversion a breeze—free webinar!
When we talk with practitioners about their engagement workflows, the laborious process of converting client tax documents from PDF to Excel regularly tops the list of steps that take far too much time—and usually requires manual data entry.
New Excel Add-In: Incorporate Guideline Public Company Data Seamlessly
Join the Value Analytics team for a deep dive into the Value Analytics Excel plug-in. This demo will provide an overview of the plug-in functionality and supporting documentation. Proprietary templates are introduced to facilitate analysis for users. Find out how to access public-company data at an affordable price ...
Advanced Class on Monte Carlo Simulations
Participants will learn next-level skills in Monte Carlo simulations, such as: constructing confidence intervals, two or more random variables that are correlated, and using non-Excel software platforms (i.e., Python, Octave). Participants will also learn some VBA coding for running Monte Carlo simulations. The webinar will also present multiple Monte Carlo simulation examples, such as: contingent consideration with correlated variables, dealing with future dilutive financing rounds in an option pricing model/equity allocation framework, and option pricing ...
Automating Valuation Reports
Most BVFLS practitioners rely on Microsoft Office products and tools to develop and support their work. In this program, join Nick Mears to learn the essential techniques to integrate Microsoft Excel and Word for report writing purposes. See integration techniques to automate report sections to eliminate mistakes, reduce rework, and improve consistency and efficiency. With a focus on practical implementation, this session will guide attendees through real-world examples of developing Excel models that can be ...
Exploring Excel Functions That Help With Business Valuations
Several Microsoft Excel functions are already available in most modern versions of the program that many valuation experts are unaware of. If you use Microsoft Excel for any sort of process, the use of certain functions can make your templates more accurate and allow you to complete an analysis quicker. Join valuation expert and Excel guru Shawn Hyde to learn about setting up dynamic text, which means typing a sentence in a cell in an ...