From your documents to a checked financial model.
Describe the business and attach what you have. We read it, build your model from tested blocks, check it balances, then show you every sheet.
- Free account
- No card
- Usually ready within the hour
- YouDescribe the business and attach what you haveA few minutes
- WeRead it, build the model, check it and review itUsually within the hour
- YouPreview every sheet, ask for changes, download the Excel fileAt your pace
Six steps, most of them ours.
- New model requestReady to sendWe roast coffee and run one café. We’re opening a second café next year and need a five-year monthly model for the bank.
- FY25 accounts.pdf2.1 MB
- Budget FY26.xlsx84 KB
- Lease offer, café 2.pdf640 KB
- saltwoodcoffee.examplelink
PDF, Word, Excel, CSV or text · 25 MB eachSendExample: Saltwood Coffee Roasters (fictional)
- FY25 accounts.pdf12 pagesRead in fullFound in your documentsRevenue, FY25Accounts, p.4$1.42mCoffee and milk, % of salesAccounts, p.431%Wages and on-costsAccounts, note 6$468kRent a year, café 2Lease offer, clause 3$96kCups a day, café 1Budget, row 14410
Example: Saltwood Coffee Roasters (fictional)
- Building blocksLibrary · 1,500+6 chosenSearching 1,500+ tested blocksRevenue · Cups a day × average saleBoth cafésWholesale · Roasted beans sold by the kiloRoasteryCost of sales · Coffee and milk as a share of salesBoth cafésStaff · Rostered hours at award ratesBoth cafésFit-out · Spent up front, depreciated over 10 yearsCafé 2Debt · Bank loan, principal and interestBusinessFormulas written by hand0
Example: Saltwood Coffee Roasters (fictional)
- Checks60 monthsBalancesRecalculated in Excel4,812 formulas
- Balance sheet balancesevery period
- Cash flow ties to cashevery period
- Loan never below zeroevery period
- No error cells0 found
- Opening balances match actualsFY25 accounts
Reviewed by our team, then sent to youExample: Saltwood Coffee Roasters (fictional)
- Saltwood Coffee.xlsxPreviewBalances
Financials · $m FY25 FY26 FY27 FY28 Revenue 1.42 1.98 2.61 2.74 Cost of sales (0.44) (0.61) (0.80) (0.84) Gross profit 0.98 1.37 1.81 1.90 Wages and rent (0.71) (1.02) (1.27) (1.31) EBITDA 0.27 0.35 0.54 0.59 Every formula intact · no macrosDownload ExcelExample: Saltwood Coffee Roasters (fictional)
- Change requestSaltwood Coffee.xlsxVersion 2Add a third café in year three, and spread the bank loan over seven years instead of five.
- Read by our team
- Building blocks added: café 3, a longer loan
- Rebuilt, and every check passed
- Version 2 ready, emailed to you
Example: Saltwood Coffee Roasters (fictional)
The business in these pictures is made up; the steps are the ones every model goes through.
Every number can be traced.
Three rules hold for every model we build, whatever the business and however much you send.
- 01
No hand-written formulas
Every formula comes from one of 1,500+ building blocks, each tested in Excel before any model uses it.
- 02
A source on every input
Each input notes the document and page it came from. Anything we assumed says so.
- 03
Balanced, then reviewed
Every check passes in every period, and our team reviews the model before it is sent.
A description is enough. Documents make it sharper.
Send whatever describes the business. We read every page and note where each number came from.
- A descriptionA few sentences are enough
- Annual reportsAnd financial statements
- Management accountsMonthly or yearly
- Budgets and forecastsYours or your accountant’s
- Decks and plansFor investors or the bank
- Rent rolls and leasesFor property and sites
- Asset registersEquipment, projects, sites
- A websiteOr any page worth reading
PDF, Word, Excel, CSV, Markdown or text files, up to 25 MB each, and links to any web page.
No. A few sentences about the business and what the model is for are enough. Documents, a website or past results bring the model closer to your own numbers.
Usually within the hour. We build the model, check that it balances in every period, and our team reviews it before it is sent.
We ask you one clear question rather than guess. Anything we do assume says so on the Inputs sheet, so you can change it.
No. Every formula comes from one of our 1,500+ building blocks, each tested in Excel before any model uses it. We choose the blocks for your business and fill in their inputs from what you send.
Our system checks that it balances in every period, and our team reviews every model before it is sent. A model is a set of calculations, so check it yourself before you rely on it.