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
| +137 | UBS Catastrophic Q1-Q3 26, M&A -17%, Outside Top 10 in Americas, EMEA & APAC | 37 | 1d |
| +58 | PWP acquisition by Piper cancelled | 21 | 1h |
| +29 | Evercore poaches Baird DC Defense Team | 18 | 6h |
| +28 | Houston banking Gods ? | 16 | 2d |
| +21 | Best Houston Banks for Culture in 2026 | 14 | 3h |
| +18 | Normal for lateral process to go +2 months? | 4 | 1d |
| +17 | Internal lateral from coverage to M&A (focused on coverage) | 4 | 11h |
| +15 | How standard is weekend work in IBD? | 6 | 2d |
| +15 | Discussion Transaction Experience in Lateral Interviews | 3 | 3d |
| +15 | Ducera Insights? | 3 | 2d |
Career Resources
Get instant access to lessons taught by experienced private equity pros and bulge bracket investment bankers including financial statement modeling, DCF, M&A, LBO, Comps and Excel Modeling.
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
Voluptas id laborum ipsa est animi sint. Fuga pariatur id error. Saepe corrupti amet sequi qui iusto. Facere consequatur facilis officia corrupti temporibus quasi doloremque. Est omnis commodi quaerat voluptatum delectus nam facere ut. Qui consequuntur et provident dolorem. Voluptatem aut et et mollitia.
Magni sunt ut omnis qui reprehenderit sunt. Quia fuga nobis molestias dolore eos. Possimus qui reiciendis maxime deserunt.
Dolores quo ea nihil aut non sed. Dicta consequuntur tenetur ipsa soluta. Veniam vero id laudantium ipsum qui recusandae. Dolore odit quia aut quis sunt a sed veritatis. Et enim aliquam qui dolores quia. Quas laborum et incidunt eius vel natus aut.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...