/C O R R E C T I O N -- GenerativeX/
In the news release, GenerativeX Introduces "ExcelenceAI" – The AI Agent for Deal-Ready Financial Modeling in Excel, issued on
GenerativeX Introduces "ExcelenceAI" – The AI Agent for Deal-Ready Financial Modeling in Excel
Built for investment bankers and valuation experts, ExcelenceAI automates LBO, M&A, and DCF models, bringing generative AI precision to the core of financial analysis
ExcelenceAI operates as a native Excel add-in, allowing users to automate tasks, generate insights, and refine results simply through natural language instructions. From complex LBO and M&A models to DCF valuations, deal schedules, WBS charts, and performance dashboards, the AI agent handles advanced workflows seamlessly.
"ExcelenceAI bridges the gap between traditional spreadsheets and generative AI," said
Key Features
- Deal-Level Modeling AI Agent: Automates financial workflows across LBO, M&A, and DCF models, as well as business plans and complex transaction analyses.
- Natural Language Prompting : Describe your task in plain English — from formatting to complex model builds.
- Runs Directly Inside Excel: No upload, no download, no copy-paste. ExcelenceAI operates natively with 100% Excel compatibility, maintaining your firm's formulas, macros, and formatting.
- Advanced Data Functions: Extract and standardize data from web pages, PDFs, and documents into clean, model-ready Excel sheets.
- Dynamic Workflow: Generate, refine, and iterate on outputs in real time.
- Enterprise-Grade Security: All processing runs on Microsoft Azure with end-to-end encryption and zero data leakage.
- Full Audit Trail: Track every change, roll back instantly, and maintain transparent version history.
For Financial and Business Professionals
Designed for analysts, accountants, and consultants, ExcelenceAI accelerates workflows such as LBO and DCF modeling, credit memo generation, and KPI dashboarding. Early adopters report reducing model build time by over 70%.
Quick Setup
- Install the ExcelenceAI add-in from Microsoft Office Add-ins Store.
- Sign up and retrieve an access token from https://app.excelence.ai .
- Connect via Excel ribbon and start typing commands.
A two-week free trial is available now for
Media Contact:
[email protected]
https://generativex.com
GenerativeX builds AI agents that help financial institutions transform how they analyze, operate, and make decisions. With offices in
Correction: An earlier version of this release misspelled ExcelenceAI.
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SOURCE GenerativeX
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