Custom Excel AI Agents
for Financial Services
Deploy specialized AI agents for valuations, due diligence, and data analysis.
New_DCF_Model.xlsx20,000+ Users trust Superjoin AI on Spreadsheets
[ USE CASES ]
Custom Excel AI Agents for Every Workflow
Deploy purpose-built agents for valuations, due diligence, and data analysis—all inside Excel.
Build Valuation Models in Minutes, Not Days
Your agents extract assumptions from filings, build DCF and comps models in your firm's templates, and run sensitivity analysis—with full methodology transparency.
- DCF, trading comps, and precedent transactions in your templates
- Auto-extract assumptions from annual reports, MIS, and filings
- Multi-variable sensitivity with football field output
From Data Room to QoE in Hours
Dedicated agents handle each FDD workstream—data ingestion, TB mapping, QoE analysis, and red flag detection—so your team focuses on judgment calls, not grunt work.
- Ingest trial balances, bank statements, and tax filings overnight
- Auto-flag related party issues, revenue anomalies, and WC shifts
- Generate director-ready workpapers with cell-level source tracing
Ask Questions. Get Answers. In Your Spreadsheet.
Analyze any dataset with natural language—trend analysis, anomaly detection, variance breakdowns, and automated insights, all generated as real Excel formulas and charts.
- Natural language queries on any Excel dataset
- Automated trend analysis, outlier detection, and variance breakdowns
- Every insight backed by traceable formulas—not black-box outputs
Superjoin understandsyour spreadsheetlike a teammate who built it.
Our Custom Structural Intelligence Models (SIMs) allow us to understand spreadsheets like a human would.
How Structural Intelligence Models Work
Finding every table in your workbook
Spreadsheets don't label where tables begin or end. SIMs detect table boundaries automatically—even when tables touch, gaps are missing, or headers span multiple rows.
A blank row could be padding—or the start of a new table. SIMs know the difference.
The Most Accurate Excel Agent in the World
[ CORE CAPABILITIES ]
AI Built for How You Actually Work
Trace References
Navigate complex workbooks end-to-end with AI-labeled tracing of cell references.
Firm Templates
Create repeatable templates that autocomplete with new input data.
Memories
Superjoin will remember your style preferences and favorite workflows.
Checkpoints
Undo changes. Revert unwanted changes with one-click.
Data Extraction
Use AI to extract Data from PDF. Eliminate manual data entry from financial statements and pitch decks.
Web Search
Superjoin AI fetches relevant information from the web to enrich your financial models — find company data, market trends, and more.
Data Integrations
Enterprise-grade connectors to sync data from financial data providers, data warehouses, and ERPs directly into your models.
Model.xlsx[ INDUSTRY SOLUTIONS ]
Built for the Most Demanding Finance Teams
Private Equity
Build LBOs and DCFs in minutes. Spend time on deals, not models.
Investment Banking
M&A models, comp tables, and pitchbooks with IB-grade precision.
FP&A
Forecasting, variance analysis, and board decks powered by live data.
Financial Advisory
Build valuations in minutes. Extract client data from any format.
[ TESTIMONIALS ]
What Finance Leaders Say
"Superjoin has completely transformed our deal screening process. We're running sensitivity tables 10x faster."
VP at mid-market PE firm
"The only AI tool that actually understands complex LBO logic. It's like having a senior associate on demand."
Director of FP&A at PE-backed SaaS
"Our analysts are spending less time formatting and more time analyzing. The ROI was immediate."
MD at Boutique Investment Bank
End-to-end encrypted
Your data stays protected with 256-bit AES encryption—whether it's sitting in storage or moving between systems. Deploy on our secure private cloud or your own infrastructure.
Access only what you need
Every user gets precisely the permissions they require—nothing more. Our granular role-based system follows zero-trust principles by default.
Every action, documented
Know exactly who did what and when. Comprehensive logs give you full visibility for compliance reviews and internal investigations.
We never train on your data
Your information is never shared, sold, or used to train AI models. No third-party access. No exceptions.
Continuous compliance
Scrut monitors our infrastructure around the clock. External security audits run continuously—not just once a year.
Built on infrastructure you trust
Hosted on AWS and Azure with enterprise security controls. Need more isolation? We deploy inside your VPC.