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The financial modeling and analysis landscape is poised for a significant shift with the U.S. launch of ExcelenceAI, a new generative AI-powered add-in for Microsoft Excel. Developed by GenerativeX, a company founded by former investment bankers and consultants, the tool is designed to bring advanced AI capabilities directly into the familiar spreadsheet environment, allowing professionals to automate complex tasks without disrupting their existing workflows.
ExcelenceAI is a native Excel add-in that uses generative AI to automate financial workflows.
Users can execute complex tasks through natural language prompts within Excel.
It automates financial modeling for LBO, M&A, and DCF analyses directly in spreadsheets.
The tool features enterprise-grade security, running on Microsoft Azure with full encryption.
Early adopters report reducing financial model build time by over 70%.
It maintains 100% compatibility with existing Excel formulas, macros, and formatting.
ExcelenceAI operates as a seamless extension within Excel, enabling users to automate intricate tasks through simple natural language instructions. Its core functionality centers on a Deal-Level Modeling AI Agent that can handle advanced financial workflows, including building LBO and M&A models, running DCF valuations, and creating deal schedules. The tool also includes advanced data functions, such as the ability to extract and standardize data from web pages and PDFs directly into a clean, model-ready Excel format.
Built with the needs of financial enterprises in mind, ExcelenceAI emphasizes security and compliance. All data processing is conducted on Microsoft Azure with end-to-end encryption to ensure zero data leakage. Furthermore, the add-in provides a full audit trail, allowing teams to track every change, maintain a transparent version history, and roll back edits instantly. This makes it suitable for analysts, accountants, and consultants in investment banking, private equity, and corporate finance who require both power and precision.
The tool is positioned to modernize the core tools of finance without forcing professionals to abandon the platform they know. Rei Araki, CEO of GenerativeX, said, "ExcelenceAI bridges the gap between traditional spreadsheets and generative AI. We're empowering investment bankers, private equity professionals, and finance teams to model deals, run valuations, and analyze outcomes smarter, faster, and with greater precision — without ever leaving Excel." The reported result from early users is a dramatic acceleration of workflows, cutting model build time by over 70%.
By integrating generative AI directly into Excel, ExcelenceAI offers a practical and powerful path for financial professionals to enhance productivity, reduce manual errors, and focus on high-value strategic analysis.
About GenerativeX
GenerativeX builds AI agents that help financial institutions transform how they analyze, operate, and make decisions. With offices in New York and San Francisco, the company enables banks, investment firms, and insurers to harness generative AI across critical workflows, from modeling and valuation to reporting and risk management. With a proven record of delivering secure, enterprise-grade AI solutions, GenerativeX integrates AI agents into daily financial operations with precision, reliability, and measurable impact.
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