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.
We’ll get you setup with SyncWarrior. If you have any questions email research@valusource.com or call us (800) 825 8763.
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.
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.
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.
