Excelence.ai
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Excelence.ai

First-class Excel in the fastest-class way

Excel AI Agent that works natively in your Excel

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Need custom for Enterprise? Contact us

Built By Former Bankers and Modeling Experts

  • Goldman Sachs
  • J.P. Morgan
  • Bank of America
  • McKinsey & Company
  • BCG

Excel is your backbone—also your bottleneck

Keep your teams in Excel while we remove the repetitive, risky steps—no uploads, no rewrites.

Copy/paste from PDFs, emails, and portals

Agent extracts and standardizes to model-ready sheets.

Late-night reconciliations and roll-forwards

Automates recurring reports, reconciliations, and summaries.

Hard-to-track documents and versions

Provides a clear audit trail and one-click reporting packs.

Your expert analyst, built directly into Excel

Native to Excel. Zero Uploads. Full Compatibility with Your Existing Models

Open your workbook and the agent works directly in it—no uploads, downloads, or copy-paste. It understands and safely edits your existing models and templates while preserving formulas, PivotTables, named ranges, links, and charts.

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End-to-End Excel Work for Accounting Firms

Prepare workpapers, schedules, trial balances, lead sheets, roll-forwards, and consolidation packs in your house style. Generate AP/AR reconciliations, fixed-asset registers, invoice runs, and client-ready reports with clean layouts and print areas.

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Track Every Change. Roll Back Anytime.

Keep a complete change history with diffs and named checkpoints. Restore any earlier file state instantly with one action.

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Extract from Web, PDFs, and Docs to Clean Excel

Capture tables and text from websites, PDFs, and office files with structure preserved. Standardize fields, validate totals, and output model-ready sheets with source URLs retained.

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Analysis and Visualization in Excel

Turn raw data into clear pivot analyses, charts, and dashboards. Segment, compare, and highlight the real drivers—then export polished visuals and summaries.

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Built for Deal-Class Modeling

Run LBO, DCF, and M&A with audit-ready schedules, sensitivities, and debt waterfalls. Transparent logic and banker-grade outputs—designed by former investment banking (IBD) professionals.

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What Our Customers Say

Real Excel work, automated—without changing how you work.

TB tie-outs

“Monthly TB tie-outs used to take half a day. The agent normalizes charts of accounts, reconciles debits/credits, and leaves us only the exceptions to review.”

Accounting Firm Manager

Workpapers & roll-forwards

“Lead schedules and roll-forwards are generated in our house style with cross-references and hyperlinks. No more copying tabs across years.”

Senior Accountant

Credit Memos & Reviews

“Our deal teams now generate credit memos and portfolio reviews in a fraction of the time. The agent handles data aggregation and chart updates, freeing us up for higher-value analysis.”

Investment Banking Associate

Fixed assets & depreciation

“It parses PDF and Excel asset lists, maps useful life/methods, and builds an auditable depreciation subledger—ready to hand to reviewers.”

CPA Manager

Covenant Monitoring

“Covenant tracking used to be a manual, error-prone process across 50+ portfolio companies. The agent automates it, flagging breaches and producing clean dashboards for our risk committees.”

Portfolio Management VP

Invoice runs

“Batch invoicing from Excel is now button-click. The agent fills templates, validates totals, and prepares PDFs with a send log.”

Operations Coordinator

LBO/DCF Modeling

“Building LBO models for sponsor coverage is now dramatically faster. The agent creates banker-grade schedules and sensitivity analyses that are instantly ready for client decks.”

Private Equity Analyst

Consolidations

“Multi-entity consolidations are consistent—intercompany eliminations and FX rates apply with traceable checks and a clear review trail.”

Engagement Manager

Pricing Plans

Start in a sandbox and scale to governed deployments as more teams rely on Excelence.ai.

Trial

For individuals prototyping rule packs or showcasing value to stakeholders.

$0

/ user / only 2 weeks

Get Add-in for Free
  • Up to 10 workbook uploads
  • External document element extraction
  • Web search integration
  • Background & chat ops
  • Self-hosted cloud deployment
  • Customer support

Personal

For cross-functional teams sharing checks, annotations, and packaged exports.

$200

/ user / month

Get Add-in for Free
  • Unlimited workbook uploads
  • External document element extraction
  • Web search integration
  • Background & chat ops
  • Self-hosted cloud deployment
  • Email support

* Additional usage-based fees may apply depending on consumption.

Enterprise

For organizations requiring dedicated environments and bespoke automations.

Ask

Contact Sales
  • Unlimited workbook uploads
  • External document element extraction
  • Web search integration
  • Background & chat ops
  • Self-hosted cloud deployment
  • Dedicated support

Ready to Automate Your Financial Excel Tasks?

Sign up now to start your journey with Excelence.ai.

  • Instant access to Excelence.ai

  • 30-day free trial with full features

  • No credit card required

  • Cancel anytime

Get Add-in for Free

Need custom for Enterprise? Contact us