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
Dreamer self-evolution framework for coding agents
Automatic capability evolution based on team interactions
Automated schema discovery (original, discontinued)
Intelligent data mapping suggestions (original, discontinued)
Data quality validation (original, discontinued)
Automated dbt code generation (original, discontinued)
Legacy ERP integration (original, discontinued)
Custom database integration (original, discontinued)
Messy schema handling (original, discontinued)
