AI-powered financial modeling works now.
Build operating & transaction models at institutional quality in minutes. Fully exportable to Excel, formulas and all.
- 7-day free trial
- Fully functional Excel export
- Every change logged and reversible
Models that took hours now take minutes.
Financial models are built with AI now - the capability is too good to ignore. Brief the agent the way you'd brief an associate. It plans the work, builds the model, and shows you every change before it lands.
Real, unedited screenshots. See the full walkthrough.
Excel plug-ins aren't enough.
They force LLMs to manage all of the cell-by-cell complexity of an Excel file. Modeloptic unlocks AI agent capability by letting them operate at a higher level.
Remove Wasted Complexity
Modeloptic has its own language for defining financial models, which makes our AI agents highly effective.
Auditability
See every individual change made to your model, who made it and when, and step backward or forward in time at will.
Structure & Validation
If a model has unset or incoherent settings, broken references, or other obvious problems, Modeloptic surfaces these issues.
Historical Data Management
Any company that's started operating must integrate actuals into the model. Modeloptic provides tooling for this to ensure robustness.
User Access & Coordination
Modeloptic provides a single source of truth for every model your team is working on, and lets you easily control who can access each of them.
Embedded Expertise
We provide a library of gold-standard building blocks — revenue builds, debt sweeps, deferred taxes, transaction mechanics — so the agent looks up the right pattern instead of inventing one from scratch.
Full visibility into every aspect of your model.
The agent's work is visible while it runs, and all changes are itemized when it finishes. Review its work, adjust if needed, accept the changes when ready, and reverse them any time. And the final audit surface can still be Excel.
A plan and visible progress
The agent lays out the tasks for the assignment and shows its progress as it works through them, so you know what it is doing and why.
Every action, itemized
Each run ends with a summary and the full list of individual actions: Settings changed, accounts added, logic rows created, values set. Preview the result in isolation or apply it to the instance.
Validation, change log, rollback
Validation errors are listed by location; clicking one takes you to the problem. Every save records who, when, and what, and any prior version is one click away.
The final audit surface is still Excel.
Modeloptic doesn't ask your team, your lender, or your IC to abandon the format they already trust. Generate a fully functional copy of the model in Excel any time - sources and uses, debt schedules, returns, all with live formulas - and audit, modify, and share it like any other model.
Built for high-stakes corporate finance.
Modeloptic was built by finance professionals - investment banking, private equity, and FP&A leadership - who know that corporate transactions deserve extreme levels of security and confidentiality. Your data is protected accordingly.
Modern best-practice data security
Strong encryption, continuous monitoring, and routine third-party audits.
Strict confidentiality
Your financials, deal materials, and models stay confidential.
Not used to train AI models
All AI models we use exclude customer data from model training, and we do not opt into any training or retention programs.
Access control & activity logging
Grant or revoke access to company instances at will, and see who accessed what when.
See the power for yourself.
Try it for free. Plans that scale as needed.
See Modeloptic in action.
- 1 company
- 20 agent prompts
- Full access to the modeling agent
- Excel export included
- No credit card required
For running a few deals at a time.
- 3 new companies / month
- 60 prompts / month
- Full access to the modeling agent
- Month-to-month, cancel anytime
- Email support
For daily use.
- 10 new companies / month
- 200 prompts / month
- Full access to the modeling agent
- Month-to-month, cancel anytime
- Email support
For more usage or team-specific requirements.
- Custom company count
- Custom prompt volume
- Dedicated onboarding
- Priority support
Our thinking, in detail.
AI-Powered Financial Modeling Works Now
Why AI-powered financial modeling finally works — and why Excel AI plug-ins keep coming up short.
AI-Powered Financial Modeling: SaaS LBO Walkthrough
Follow the agent building an acquisition model from CIM-stage SaaS financials and operating metrics.
Financial Modeling: Modeloptic vs Excel + AI Plug-In
A detailed comparison of building financial models in Modeloptic versus an AI plug-in on top of Excel.
Give Your AI Agent a Domain-Specific Language
If you're using AI for something complicated and seeing inconsistent success, a DSL might unlock the capability you seek.
Frequently Asked Questions
Is Modeloptic an Excel plug-in?
Does the Excel export really contain formulas?
What kinds of models can it build?
How reliable is the AI agent?
What inputs does it take?
Can I see and undo what the agent changed?
What happens to my data?
What does the free trial include?
Can my whole firm sign up?
What is the commitment?
Can I model public companies?
What about recurring FP&A - budgets, reporting, variance?
Financial modeling will never be the same.
Your edge isn't in financial modeling mechanics. It's in decision-making, deal access, operational excellence, and elsewhere. With Modeloptic, you spend less time on analyst tasks and more time generating alpha.
Running a recurring FP&A process? Modeloptic FP&A →
