Eight Steps. One Defensible Number.
From document upload to executive-ready report. Here's the full QuikVal QoE workflow.
Create Project
Set up the deal with target company and entity details. Mirror your real Org > Project > Company > Entity structure.
Upload Documents
Drag and drop bank statements, POS reports, payroll, financials, GL, TB, and tax returns as PDFs. Bulk upload supported.
Auto-Extract
QuikVal reads every document with deterministic parsing + AI vision. No manual data entry, ever.
Review & Categorize
Approve flagged transactions, refine rules, work through the review queue. The system learns from every decision.
Validate
Run cross-source validation. See where POS, bank, payroll, and financial statements agree, or where they diverge.
Normalize
Add EBITDA adjustments (owner comp, one-time items, related-party transactions) with full approval workflow.
Analyze
Explore revenue trends, cost structure, KPIs, and seasonality patterns on the analytics dashboard.
Export & Deliver
Generate a multi-sheet Excel workbook and a narrative Word report. Institutional-quality deliverables in minutes.