Curious to hear if anyone has started using AI assistants for excel modelling at their firms or on their personal work?
I am seeing a lot of them pop up; Endex, Tracelight, Crunched and I know Claude has just launched a product for excel. If you have started using them, which ones are you using? Are they anny good? From what I can see they are going to make working in excel a lot faster and more accurate
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Based on the most helpful WSO content, the integration of AI agents into Excel for financial modeling is gaining traction, and it's no surprise given the potential to enhance speed and accuracy. Tools like Endex, Tracelight, Crunched, and Claude's Excel product are part of this wave, aiming to automate repetitive tasks, improve error detection, and even provide advanced analytics.
Key Insights on AI Agents for Excel:
Popular Tools:
Are They Any Good?
Feedback from WSO threads and finance professionals suggests that while these tools are promising, their adoption is still in the early stages. Many users report improvements in efficiency, but there’s a learning curve, and the tools may not yet fully replace manual expertise for highly customized models.
If you're considering adopting one, it might be worth starting with a trial version to see how well it integrates with your workflow. Also, keep an eye on updates and user reviews, as these tools are rapidly evolving.
Sources: DCF Myth 3.2: If you don't look, its not there!, Excel: Tools, Add-Ins, and Macros, Learning to automate financial analysis tools with Python, Q&A: AI will automate many roles in the IB/PE world. A live Q&A with Arctic, who are recruiting finance professionals to help manage that change, Excel: Tools, Add-Ins, and Macros
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