The AI kit for Financial Analysts

Runs ratio analysis, DCF valuation, budget variance and rolling forecasts in one pass, like valuing a division before a board review.

Turns three years of actuals and your assumptions into a revenue, expense and cash flow forecast, such as next year's operating plan.

Builds three-statement models, DCFs and scenario cases, for example a merger model showing combined EBITDA and funding needs.

Turns raw financials into charts, dashboards and scorecards, like a monthly margin trend view for your leadership meeting.

Like "Budgeting and Financial Planning"

Like "Analyze Industry Trends and Growth"

Like "Analyze Historical Market Data"

Like "Expense Forecasting and Cost Optimization"

A model that passes all test cases after the repair.

Integration milestones and synergies are tracked against the deal case and recovered when behind.

Exposure that is inside the trader's limits, with a proposed fix when it is not

A weekly accuracy report with traced causes and approved driver changes that reduce error

Let your AI assistant open and work inside real Microsoft Excel on your Windows PC.

Let your AI build and edit real Excel spreadsheets with live formulas, then save a .xlsx file you can open.

Ask your AI for stock prices, news, charts and company data from Yahoo Finance.

Ask your AI for US public company financials from SEC filings, like revenue, balance sheets and ratios.

Finbar streamlines financial analysis by automating data extraction from thousands of companies, enabling analysts to update models in seconds. Trusted by top h

Gorilla Terminal streamlines investment research with AI-driven insights, offering access to macroeconomic data, industry and supply chain analysis, and financi

Excel Whisper is your AI-powered Excel mentor, providing tailored guidance and solutions for tasks at any skill level. Enhance your proficiency, save time, and

ExcelBot lets you create, edit, and copy Excel formulas or VBA code using simple natural language commands, making spreadsheet automation and coding accessible

Build this to trace every report figure back to its source, so reviewers can check your numbers without a second spreadsheet.

Build this to cut manual spreadsheet work while keeping each analysis step reviewable by your manager.

Build this to test which assumptions actually change the decision, like price versus volume in next year's plan.

Build this to record why each model input was chosen, so the next analyst can find the reasoning.

Build 3-5 year financial models with revenue, cost, cash flow, and scenario planning for startups.

Builds a 13-week cash flow forecast from your bank, AR, AP, and payroll data, flagging crunch weeks.

Calculate portfolio risk metrics: VaR, CVaR, Sharpe, Sortino, drawdown.

Monitors competitors and market trends to produce structured intelligence reports.