EBITDAI

EBITDAI is an AI-driven assistant embedded in Excel, designed to make professional financial modeling accessible to CFOs, entrepreneurs, and business owners while accelerating workflows for investment banking and PE professionals. It guides users through every stage of the financial modeling process – from initial planning to building to ongoing updates and analysis.

Intelligent Model Planning: Start with strategic guidance tailored to your needs. EBITDAI helps you plan your model architecture before building, ensuring you capture all critical drivers. Choose between one-shot mode for automatic planning based on your requirements, or full-guidance mode which coaches you through designing every aspect of your financial model structure.

Instant Model Building: Generate complex 3-statement financial models in seconds using natural language. Simply describe your business or deal – the copilot constructs entire integrated models with income statements, balance sheets, and cash flow statements that adhere to Wall Street best practices, saving hours of manual work or expensive consulting fees.

Dynamic Model Updating: Once built, continuously refine your model through conversation. Update assumptions, run scenarios, or add new components instantly. Ask "What if revenue grows 15% YoY?" or "Add a debt schedule" and watch EBITDAI modify your model in real-time, maintaining all linkages and balances.

Instant Analysis & Insights: Get answers about your model's performance and drivers. Ask questions like "Why is my cash negative?" or "What's driving the EBITDA decline in Q3?" and receive clear explanations with actionable recommendations. EBITDAI analyzes your model to identify issues and suggest solutions, helping you understand and improve your financial outlook.

Strategic Scenario Planning: Test decisions before you make them. Explore how changes in assumptions affect outcomes across all three statements. Whether you're a founder evaluating pricing strategies or an analyst stress-testing deal assumptions, EBITDAI instantly shows financial impacts and explains the mechanics behind the numbers.

Built for Finance Excellence: Tailored to professional standards, EBITDAI draws on an extensive library of financial model components developed from real-world use cases. Whether you're raising capital, evaluating acquisitions, or preparing board materials, the add-in delivers investor-grade models that communicate professionally.

Transform your financial modeling with an AI assistant that not only builds models but helps you understand and optimize them. EBITDAI turns hours of complex modeling into minutes of intelligent conversation, empowering better decision-making across the board.

Currently, EBITDAI on Excel is available for trial. For full access to EBITDAI services, a paid license is required.