How It Works - The Financial Modeller

Step 1: Questionnaire

Fill out the questionnaire

Complete our intuitive questionnaire, this provides us with a base to build your model

Call out any additional features you would like in your model. If not available in our suite, our dedicated team of experts will have you the new module with a quick turnaround

Use our AI to produce your financial model in seconds

Upload your financial statements and/or links to your website

Tell us your business model in your own words

Our AI will do the heavy lifting to build you a detailed and calibrated model

Step 2: We'll build your model in minutes

Model in minutes

Our proprietary technology will take your responses or work with the AI bot to craft your fully functional institutional grade model in a matter of minutes

Easy updates and wholesale changes

With our dedicated Excel plugin, you have ongoing access to our modelling library so you can build your model out as your business grows without the need for expensive consultants.

Step 3: Customization & Refinement

Customize Your Model in Excel or Online: Update your model instantly with our Excel plugin or use our online platform. Add new modules, integrate your own components, and reshape your template in minutes with intuitive modelling tools.

AI-Powered Forecast Generation: Upload historical financials and let our AI create first-cut forecasts based on your company's performance, strategy, and market conditions. Generate driver assumptions in seconds with minimal input required.

Real-Time Data Integration: Connect live data feeds and upload financials instantly when published. Keep your models current with automated updates and seamless data synchronization.

Step 4: Integration & Data Feeds

Excel Models/files

Connect and sync your Excel models and spreadsheets directly

External data feeds

Integrate market data, economic indicators, and third-party feeds

Custom data feeds

Build tailored data connections for your specific requirements

Financial Model

Unified data processing engine

Status

Connecting...

Sources

0 Connected

SaaS and ERP systems

Link with enterprise platforms like SAP, Oracle, and Salesforce

Bespoke systems

Connect proprietary systems and internal databases seamlessly

Unstructured data

Extract insights from PDFs, emails, and documents using AI

Seamless Data Connectivity: Connect your model to live data sources including ERP systems, accounting software, and market data feeds.

Extensive API Library: Integrate with popular business tools like QuickBooks, Xero, and Salesforce with our developer-friendly documentation.

Real-Time Updates: Set up automated refresh schedules or trigger updates on-demand for agile decision-making.

Step 5: Model Management & Version Control

Our advanced backend system provides you with a comprehensive platform to manage your entire modelling environment. From granular version history to complex sensitivity analysis, you have full control over your financial infrastructure.

Version Control: Track every change with granular version history and instant rollback capabilities.

Input Management: Centralized control over all model inputs and assumptions in one dashboard.

Sensitivity Analysis: Run massive scenario planning and stress tests in real-time.

Enterprise Security: Bank-grade encryption and access controls to protect your IP.

Project X / Financial Models /

v2.0

Step 6: The Modelly Plug-in

We have built custom software as an intelligent overlay to your Excel, automating redundant modeling functions. From one-click historical data uploads to live data feed integration, our plug-in handles the heavy lifting so you can focus on strategy.

Automation: Upload historical financials and update assumptions instantly.

Live Data Feeds: Connect directly to market data sources for real-time model updates.

Module Store: Add new financial modules (e.g., Debt Schedule, M&A) with a single click.

Quality of Life: Enhanced formatting tools and shortcuts custom-built for modelers.

Step 7: Download & Deploy

The OldSchool Financial model

Paste

Clipboard

Font

Wrap Text

Merge & Center

Alignment

Number

Conditional Formatting

Format as Table

Cell Styles

Styles

Insert

Delete

Format

Cells

fx

Start building your model →