Strongbox: Unlocking Financial Data

Strongbox Key Features

• Automated Data Extraction

  Creates an automated pathway from accounting systems to standard, comprehensive Excel workbooks.

• Audit Workflow Transformation

  Transforms audit workflows, allowing clients to submit 80% of the PBC list in just a few clicks.

• M&A-Ready Workbooks

  Transforms business financial data into M&A-ready Excel workbooks with standardized formatting in seconds.

• CAS Practice Scaling

  Streamlines new client assessments, month-end close diagnostics, and enhances reporting.

• Data Migrations

  Streamlines data migrations with pre-populated upload templates for ERP transitions.

• Valuation Model Preparation

  Delivers financials in ready-to-use Excel workbooks using a simple connection experience.

• Time Savings

  Saves 8-15 hours on average for each standard data collection, increasing to a week for large data sets.

• Revenue Increase

  Increases firm’s capacity by reducing time needed to gather and manipulate data.

• Firm Scalability

  Enables faster training, better allocation of staff and resources, and improved project timelines.

• Improved Client Relationships

  Eliminates the need for endless back-and-forth to access needed financial data.

• Easy Connections

  Offers three connection options: direct with admin credentials, secure link, or APIs.

• Raw Data in Excel

  Extracts all raw data from the accounting system and delivers it into flat, clean data tables in Excel.

• Advanced Analysis

  Performs industry-standard analysis and provides customized reports in the same workbook as the raw data.

• Safe & Secure

  Uses bank-level encryption and industry-leading security measures, including GDPR compliance and SOC 2 Type II certification.