Transform days of financial modelling work into minutes with AI. Create detailed three-statement models, run valuation analysis, build merger models and more with minimal effort and professional-grade quality to focus on what really matters
Comprehensive financial modelling capabilities with industry-standard precision and best practices
Three-Statement Models
Easily build detailed three-statement models: income statement, balance sheet, and cash flow with automated linkages, scenarios, and sensitivity analysis
Valuation Layer
Add comprehensive valuation analysis including DCF (FCFF, FCFE), IRR, LBO, AVP and other valuation methodologies
Merger & Aggregation Models
Build merger and aggregation models consisting of smaller models seamlessly
Custom Analysis
Add specific custom analysis tailored to your unique requirements and investment thesis
Intelligent Assumptions
Let AI find assumptions and information that is most relevant to make data-driven modeling decisions
Designed for Accuracy & Best Practices
Eliminate common errors with well-formatted, easy-to-audit models built on industry best practices
Tell Us What Company You Want to Model
Simply tell us what company you want to model - whether public or private
Information Gathering & Analysis
Financial Modeling Agent takes a couple of minutes to find information in public sources, our internal databases, and paywalled systems (to which we have access). Once information is collected, it is thoroughly analyzed
Review Modelling Plan
Once the analysis is finished, the agent comes back to you with a detailed plan on how to model every single line of financial statements. You can either simply confirm it or easily change any line to different modelling logic and submit for further processing
Model Building & Assumptions
The model is built in seconds and then Financial Modeling Agent works on deriving the most relevant assumptions (by analyzing historical trends, industry dynamics, earnings call transcripts, news, MD&A etc.) and puts those assumptions to the model. This usually takes another couple of minutes
Information Gathering & Analysis
After this, you can easily download an Excel (LibreOffice/Google Sheets) file with a full-scale detailed model containing three statements with detailed modelling of every line, and your preferred valuation analysis (DCF, IRR, LBO, AVP...). All this in minutes with minimum effort and confidence that your model has no linking errors, is well-formatted, auditable, and incorporates industry best practices
Iterate & Refine
If you would like to implement changes to the model, you can do so using our chat interface or our plugins (in test mode)
Investment Banking / Corporate Development
- Build comprehensive financial models for pitch decks or M&A transaction execution with professional-grade quality
- Generate essential outputs including "Football Field" valuation charts, sensitivity analysis tables, and scenario comparisons in minutes with confidence
Investment Funds
- Easily build detailed financial models to identify and evaluate investment opportunities
- Monitor portfolio companies
- Deploy sophisticated investment strategies by understanding valuation levels across markets and sectors
- Effortlessly keep models up to date each quarter, half-year, or year as new results are released
Individual Investors
- Invest like a professional by building institutional-quality financial models and understanding key valuation drivers
- Gain deep insights into company operations and growth potential
- Access professional-grade investment tools to build and manage a high-quality investment portfolio
For public companies, Financial Modeling Agent downloads information from public domains and paywalled databases (to which we have access)
* See FAQ below on this page for more details for non-SEC filing companies
For private companies, users can either upload files and AI will extract information, or upload information in a predefined format.
Continuous innovation to make the Financial Modelling Agent even more useful
Automatic Model Updates
Every quarter, half-year, or year it is likely that you'll have to update your model with newly issued numbers. Financial Modelling Agent can take care of this and analyze latest reporting, transcripts, and news and update your spreadsheet saving you tons of time
Sector Specific Datasets
Advanced models for specific sectors with relevant metrics and paywalled data sources
Aggregation and Merger Models
Build complex models combining multiple subsidiary/segment models and Advanced M&A modelling with accretion/dilution analysis and other relevant metrics
Support for Financial Institutions & REITs
Specialized modelling for banks, insurance companies, and REITs with relevant metrics
Automatic Financials Download
Support for non-SEC filing companies globally
Excel Plugin
Direct integration within Excel for seamless workflow
Support for Complex Custom Instructions
Multi-step custom modelling of complex logic tailored to your needs
API Access
Integrate Financial Modelling Agent into your existing systems
Support for Custom Templates
Use your own templates and formatting preferences
Find The Answers You Need
Quick answers to the questions that come up most
Financial Modelling Agent accesses a comprehensive range of sources including public filings (SEC, regulatory bodies), news outlets, company websites, earnings transcripts, research reports, proprietary and paywalled (to which we have access) databases. We continuously expand our data sources to ensure you have access to the most relevant and timely information. In addition, you can upload your own documents which Financial Modelling Agent will analyze and incorporate
Response time varies by model complexity. Simple models (e.g., basic DCF, company metrics) return within minutes. Medium complexity models (e.g., full three-statement model with valuation) take 5-15 minutes. Complex analysis (e.g., comprehensive industry analysis, multi-company strategic assessment) may take much more time depending on the complexity of the analysis, the number of companies and information sources involved
Yes! Financial Modelling Agent can analyze your uploaded documents including internal reports, pitch decks, information memorandums, and proprietary research. It intelligently extracts information, identifies patterns, and can compare your documents with public information to provide unique insights. All uploaded data is processed securely and remains confidential
Financial Modelling Agent prioritizes accuracy by cross-referencing multiple sources and clearly citing all information. When data conflicts exist across sources, Financial Modelling Agent highlights these discrepancies. The system is designed to distinguish between facts, estimates, and analysis, always making clear the source and confidence level of information. We recommend users verify critical data points for investment decisions, though Financial Modelling Agent significantly reduces the research burden
Unlike simple spreadsheet tools, Financial Modelling Agent understands context and investment-specific needs. It doesn't just build models - it analyzes, synthesizes, and presents insights tailored to your query. Financial Modelling Agent can handle complex, multi-part requests, maintain context across sessions, and provide analysis that considers multiple factors simultaneously. It's like having a team of analysts working on your modelling request
Currently, Financial Modelling Agent excels at on-demand model building and analysis. We're developing continuous monitoring capabilities that will alert you to significant changes in companies, sectors, or topics you're tracking. Soon, you'll be able to set up custom workflows that trigger when specific events occur, ensuring your models are always up to date with the latest data