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 AI writes Python, SQL, formulas, charts
Live data connectors: Postgres, MySQL, Snowflake, BigQuery, QuickBooks, Plaid
MCP support for AI agents (Claude, Cursor, ChatGPT)
API for reading/writing cells and triggering AI runs
Import CSV, Excel, PDF, Google Sheets
Scheduled tasks for automated data refresh
Conditional formatting and merged cells
STOCKHISTORY function for financial data
Images and embeds in spreadsheets
AI-generated code with explanations that are editable
Collaborative sharing with repeatable insights
Folders for organizing files
Python, SQL, JavaScript, and formula cells
Agent Sync to link apps and APIs into spreadsheets
SOC 2 and HIPAA certified
