Valutico

Valutico is a finance platform for valuation and deal workflows, best suited to corporate finance, M&A, advisory, investment, and banking teams. Its valuation and diligence capabilities are its clearest draw; teams that need comprehensive integrated forecasting should weigh the Forecast Plus requirement.

Overview

Valutico brings data, modelling, benchmarking, and reporting into valuation work. Its valuation page cites data from more than 1.1 million deals and 53,000 comparable companies, a broad base for benchmarking. The report builder generates reports in a preferred format and style, helping teams move from analysis to a presentable deliverable.

Diligence extends the platform into transaction documents: it helps identify gaps and red flags, organize structured workflows, and prepare reports and deal materials. Launched in 2017, the company traces its origins to Vienna.

Key features

Valuation and reporting

Configurable valuation methods and professional reports suit teams that need a repeatable process without locking every valuation into one method. The benchmarking and report-generation combination supports deal and advisory work where analysis must be documented. Teams should ensure the available methods fit their standards and specific assignments.

Forecasting and Excel

Forecast Plus builds projections for income statements, cash flow, balance sheets, and supporting schedules from historical financials, industry benchmarks, and user assumptions. Excel integration is also among its capabilities, a practical fit for teams that work with spreadsheet-based models. The Basic Plan does not provide a comprehensive integrated three-statement model; Advanced, Cost by Function, and Cost by Type templates require Forecast Plus. That makes Valutico less suitable for users expecting detailed integrated forecasting without the add-on.

Diligence and integration

Diligence supports document analysis and structured transaction workflows, while API access lets teams integrate specific valuation capabilities or the valuation engine. This combination is useful for firms connecting valuation with wider deal processes, though API access is most relevant to teams with an integration need.

Security and support

Valutico says it encrypts customer data in transit and at rest, is SOC 2 Type II compliant, and does not share uploaded data with third-party LLM providers or use it to train underlying AI models. It says it adheres to GDPR requirements and other applicable global privacy standards. Data servers and personal information use DigitalOcean's Frankfurt data center; the financial database is hosted separately on Hetzner without personal information. Professional services include one-to-one consultations, valuation reviews, full valuations, and platform training, useful for teams that want expert support alongside software.

Pricing

Valutico uses paid pricing with custom pricing on request. It also offers free access to a virtual data room and Diligence: the free plan costs nothing. No numeric usage limits or trial duration are stated, so teams should confirm the scope of free access and the paid package before relying on it for ongoing work. The free option is a low-friction way to explore data room or diligence workflows, but it does not establish what valuation or forecasting access a paid plan includes.

Platforms

Valutico supports web and API access. Users need a computer, browser, and internet connection; Safari, Chrome, and Firefox are recommended, while Internet Explorer is not optimized. This suits browser-based teams and organizations that need API integration, but does not make it a native desktop or mobile app.

Who it's for

Valutico is aimed at corporate finance and M&A teams, accounting, audit and tax advisers, private equity and investment teams, and banks. It is strongest for organizations combining valuation analysis, reporting, and diligence. It is a weaker fit for a user whose primary requirement is an integrated three-statement forecast on the Basic Plan, or for buyers who need a clear published price before engaging.

Pros and cons

Pros

• Valuation work connects to reporting. Configurable methods, benchmarking, and report generation bring analysis and deliverables into one workflow.
• Diligence addresses transaction documents. Gap and red-flag identification, structured workflows, and deal-material preparation extend the platform beyond valuation.
• Integration and data protections are explicit. API access and stated encryption, SOC 2 Type II compliance, and limits on AI data use matter to firms handling sensitive financial information.
• Expert services are available. Consultations, reviews, full valuations, and training can support teams needing more than self-service software.

Cons

• Pricing is not transparent. Custom pricing on request makes it harder to compare costs before contacting the company.
• Comprehensive forecasting has a plan constraint. The Basic Plan lacks integrated three-statement modelling, and several templates require Forecast Plus.
• Free access has no stated numeric cap or duration. That makes its practical scope harder to assess in advance.

Alternatives

For a simpler financial forecast with a stated free allowance, choose Uniflow: its free plan includes a six-month forecast, one revenue stream, one scenario, and monthly sync. Adlega is another free option, with one financial model, core forecasts, MRR and runway, 15 tokens per month, and a read-only share link—better for a founder who needs those specific planning tools.

Cast suits users who want a free AI-assisted modeling plan with 60 AI credits per month and three saved models, while Financial Modelling Pro offers a free browser-based starting point with one project, 17 sector templates, watermarked PDF export, and 20 Sammy messages per month. For a broader business-planning subscription rather than valuation and diligence, LivePlan offers Standard at $20 a month with one active company, five contributors, and unlimited guests.

Causal and Cube are paid alternatives; Cube supports API and web access and offers full-platform access in its Bronze plan, with custom roles, unlimited dimensions and users, and unlimited dashboards. For an open-source option, Guesstimate is worth considering because its application code is open source and its repository includes instructions to run it locally. Browse Financial Modeling Software for more options.

Verdict

Choose Valutico if your finance team needs configurable valuation, report production, and transaction diligence in a connected workflow, with API access and professional services as additional strengths. Look elsewhere if you need transparent upfront pricing or comprehensive integrated forecasting without Forecast Plus.