Turn your valuation report into any document in seconds
One click on your Equitest.net report → choose document type → AI writes it instantly. No manual data entry, no errors.
How It Works
Four simple steps to automate your financial documentation.
1. Open report
Access your existing Equitest.net valuation report in the browser.
2. Choose document
Select from our library of 24+ professional document types.
3. Pick your AI
Route the data through ChatGPT, Claude, or your preferred model.
4. Download file
Receive your perfectly formatted, data-accurate document instantly.
Full table extraction
Automatically scrapes and formats complex financial tables without losing decimal precision.
409A Compliance
Built-in templates that strictly follow IRS valuation reporting guidelines and standards.
Charts & Visuals
Generate professional visualizations from your data directly into your documents.
6 Executive Themes
Switch between professional themes to match your corporate or personal branding.
30 Languages
Translate global valuation reports while maintaining accurate financial terminology.
Auto-inject
AI intelligently injects your data into contextual paragraphs for a natural read.
Document Library
Templates for every financial and strategic use-case.
IRS-compliant 409A reports
Bridge the gap between raw data and legal compliance. Generate complete 409A dossiers that satisfy auditors, boards, and the IRS with one click.
- check_circle Built-in safe harbor documentation
- check_circle Defensible methodology explanations
- check_circle Automated Board Resolution drafting
Board Memo
Strategic summaries for board approval meetings.
Audit Defense
Pre-drafted responses for valuation inquiries.
Valuation Report
Comprehensive 40+ page documents with full table integration and financial modeling logic.
Simple Installation
Get the Extension
Get the .zip file from our official repository.
Developer Mode
Toggle "Developer Mode" in chrome://extensions.
Load Unpacked
Select the folder where you extracted the zip.
Go to Equitest
The AI Bridge will appear automatically on your reports.
Ready to bridge the gap?
Join hundreds of financial analysts who are saving 10+ hours per valuation report with AI Bridge.
Extra add-on for Equitest subscribers
