First-class Excel in a first-class way

Excel AI Agent that works natively in your Excel

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Built By Former Bankers and Modeling Experts

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.

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.

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.

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.

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.

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.

What Our Customers Say

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

TB tie-outs

“TB tie-outs used to eat up half my day every month. Now it's maybe an hour. Handles all the chart matching and balancing, I just review the exceptions.”

Accounting Firm Manager

Workpapers & roll-forwards

“Finally stopped copying tabs across years. It builds our lead schedules and roll-forwards in house style with all the cross-refs. Saves me hours every close.”

Senior Accountant

Credit Memos & Reviews

“Credit memos that took 2 days now take a few hours. It pulls all the data together and updates the charts. We actually have time for real analysis now.”

Investment Banking Associate

Fixed assets & depreciation

“Honestly shocked how fast this works. Pulls data from messy PDFs and Excel files, figures out depreciation, builds the subledger. Auditors love it.”

CPA Manager

Covenant Monitoring

“We track covenants for 50+ companies. Used to be a nightmare. This automates the whole thing, flags breaches instantly, and our risk committee gets clean dashboards.”

Portfolio Management VP

Invoice runs

“Batch invoicing went from a full afternoon to literally a few clicks. Fills our templates, checks the math, generates PDFs. Game changer for month-end.”

Operations Coordinator

LBO/DCF Modeling

“Building models is way faster now. What used to take 2-3 days gets done in hours. The schedules and sensitivities are deck-ready. My VP asked if I hired help.”

Private Equity Analyst

Consolidations

“Multi-entity consolidations were always a mess. This keeps everything consistent—intercompany elims, FX rates, all traceable. Clean audit trail every time.”

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.

/ user / only 2 weeks

Up to 10 workbook uploads
External document element extraction
Web search integration
Background & chat ops
Self-hosted cloud deployment
Customer support

Enterprise

For organizations requiring dedicated environments and bespoke automations.

Ask

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