Financial Agent

A senior analyst that builds full financial models and workbooks.

What it does

Works like a senior financial analyst — performing complex calculations, reconciliations, and multi-step analysis, and building complete multi-tab models in spreadsheet form, from your data or from scratch. It reads your source documents, pulls in market research where needed, and always lays out a plan for your approval before it builds. You get a fully specified, auditable model, not a black-box number.

For heavier work, the Financial Agent behaves like an experienced analyst on your team. It reads the source material, drafts a clear plan of what it intends to build, and only proceeds once you approve — so you stay in control of the assumptions. The output is a complete, multi-tab model you can inspect end to end.

What it can do

• Build multi-tab financial models from your data or from scratch
• Perform reconciliations and multi-step calculations
• Pull in market and web research where relevant
• Present a plan for your approval before building

Example