Features
3-statement financial model building from plain English
DCF valuation model creation
Automatic industry-standard cell formatting
Cell-level change tracking with one-click undo
Formula explanations and reasoning
Internet search and data import
SEC EDGAR data access (10-K, 10-Q, 8-K)
External database connections (PostgreSQL, BigQuery)
Chart and visualization generation
Custom instructions for firm-specific conventions
Approval system before applying changes
Conversation history for context continuation
File uploads for additional context
Pooled credits for team sharing
Natural language querying for instant insights
AI Dashboard Generator with customizable themes
Data transformation: clean, merge, filter, reshape
Text analysis: sentiment detection, keyword extraction, translation
Scheduled reporting with Playbooks
Code transparency: view and export Python, SQL, R code
AI SQL Query Generator from natural language
AI Chart Maker and Spreadsheet Generator
PDF to Excel and bank statement to Excel converters
Web scraping from any website
Embeddable analytics chat with iframe
Knowledge Base for improved SQL accuracy
Row-level security for database connections
Data connectors: Google Sheets, BigQuery, Snowflake, MySQL, PostgreSQL, Supabase, MSSQL, and more
Data Explorer with curated datasets
