Finance Confidence That Fuels Growth
AI that streamlines your financial operations and builds reports you can trust.
Who we work with
Construction
Mining
Manufacturing
Oil & gas
Engineering
Purpose-Built for Financial Teams
ExcelInsight supports lean finance teams managing high volumes of planning and analysis, reconciliation and covenant obligations, and board-level reporting across fragmented systems.
No custom integrations required. Simple IT flow. SOC2 Security.
Move from reports to results—one decision at a time.
ExcelInsight shifts your workload from cleanup to analysis, so you can focus on the story behind the numbers and on making impactful decisions that drive financial results.
Reconciliation & Verification
ExcelInsight is an AI-native workspace where you upload your Excel files and PDFs; it automatically spots mismatches, missing data. Every issue links back to the exact source cell or document. It suggests fixes you can approve, tracks every change for an audit trail, and exports clean, consistent files. The result is fewer errors, faster closes, and more time for real analysis instead of manual cleanup.
Financial Reporting & Analysis
ExcelInsight assembles lender- and board-ready packages by pulling from your uploaded files, aligning schedules, and adding plain-English variance notes with drill-back to the source. You can answer ad-hoc questions quickly and generate updated summaries, graphs, comparisons, and recommendations in minutes. Teams get higher productivity and faster, better answers without building new models or dashboards.
Variance & Risk Assessment
ExcelInsight’s AI highlights what changed and why, and flags early warnings on covenants, cash runway, margins, and other key metrics. You can trace any variance to the underlying files, then test simple “what-if” scenarios to see potential impact before it hits results. This turns variance reviews into practical risk management—faster detection, fewer surprises, and clearer actions.
Definitely an improvement
Every month I deal with 40 liquidity projections for our asset. For each one I spend 90+ min on data consolidation. That is a real struggle not only in time investment but also since everybody has their own plan for projection sometimes the results are not truly accurate. I think Excelinsight will be the great tool to use because it’s needed, it’s a must, and utilizing it for this case is definitely an improvement.
More Focus
I was no longer focused on normal accounting uses but on deal flow. In 2024, I did a 4-month stint as an interim CFO for a stainless-steel tubing importer and the PE firm who bought them took 9 months to build their Excel model supporting the acquisition. This product could cut that time and assist in highlighting the areas that need extra attention.
Finance teams in small businesses spend up to 60% of their time reconciling spreadsheets.
Your Finance team can win back days of work per month currently spent on aggregating, de-duplicating, and scanning for errors in data.
Clean Data In. Clear Decisions Out.
- Easy to use interface means that anyone on your team can run an analysis to get quality answers to pressing questions.
- Automated data reconciliation and validation feels like a second pair of eyes ensuring integrity of financial and operational data.
- Fast report writing enables proactive and transparent to communications with all your stakeholders: executive leadership, lenders, owners.
- Proactive risk assessment ensures early detection of issues with contracts, payments, cash flow, inventory, and more.
Don’t know where to get started with AI in your organization?
Sign up for our newsletter.
Learn from 1,000+ finance and operations executives already using AI!
>>>Learn more about our AI Mastery Community and Newsletter >>>