Thank you for interest in the SyncWarrior CPA research project. We promise it will be worth your while and we are looking forward to your feedback.
Complete the form below, and we’ll get you setup with SyncWarrior. If you have any questions email research@valusource.com or call us (800) 825 8763.
Watch Video
This video explains how SyncWarrior for Word and Excel automates the creation of reports.
FAQ
Here is a list of the most frequently asked questions.
How will this help me?
If you currently create Word reports based on Excel data (or want to), SyncWarrior will help you automate the creation of reports. This will save you a ton of time.
With point-and-click, copy / paste creation, you can quickly design and generate your documents with a minimal learning curve.
How long will this take?
We will schedule a 15–30-minute meeting to understand the types of reports you do (or want to do) and what you would like to accomplish. Once you send us your Excel and Word files, we will create the SyncWarrior report and send it back to you, usually within 1-2 weeks.
How do I get the software?
1. Complete the application form above
2. We’ll contact you to schedule the 15–30-minute introductory meeting
3. We’ll send you a link to download the software
4. We’ll work with you to automate your first report
5. We’ll get your feedback.
What is SyncWarrior used for?
SyncWarrior (Word add-in) links Excel data to Word documents in real-time and uses conditional logic to include only relevant clauses and sections, automating reports for financial plans, valuations, annual reports, forecasting, budgeting, or any Word report using Excel data.
Will you help me to set it up?
Yes, we will help you and will automate your first report and show you how to use it. You’ll get free setup and support (available Monday-Friday, 8:00am – 5:00pm Mountain Time). Call 719.799.6050 or email support@valusource.com
What do you need from me?
All we need is an existing report (Word document) and the Excel file you’d like to link. We’ll get the links and optional content setup so that you can use it as a template. We just need to understand how you use it and the results you are looking for.
If you don’t have an existing report but have an idea of what you want to create, we’ll help you design and create the report you are looking for and link it to your Excel data.
At the end of the process, we’ll schedule a 15–30-minute meeting with you to hear your feedback on the value SyncWarrior provided and where you see SyncWarrior potentially being used in the finance/CPA world.
How long will I have the software?
Once you sign up, you will have SyncWarrior for FREE for 12 months. If you decide to renew your subscription, the second year will be 50% off.