ReportGen

Valuation workflow

From PDF to Excel without retyping

ReportGen reads industry benchmark reports and business tax returns, then formats numbers for direct paste into your valuation model.

How it works

Click a step to see what happens at each stage.

Step 1 of 4

Upload PDF

Drop a tax return or industry benchmark report. Image-only scans are supported via OCR.

Why use ReportGen?

Built for valuation models

Output matches your workbook layout. Input rows only, with formula rows clearly marked.

Handles real-world PDFs

Scanned returns use multi-phase OCR: find relevant pages first, then full resolution where needed.

Transparent extraction

Every number has a source label and confidence score so you know what to double-check.

Runs on your stack

Parsing runs in Next.js API routes locally or on your deploy. No external doc API required.

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