Model ML

Automate financial analysis and generate deliverables directly inside office applications

Pricing model

Paid

Rating

★ People love it

Time to value

Moderate Setup (1-3 hours)

You can use Model ML to automate complex financial workflows across spreadsheets, presentations, and documents. The tool connects internal enterprise data with external market sources in real time. It assists finance teams by reviewing dense financial documents, taking automated meeting notes, and answering complex analytical queries through chat. Analysts can draft client-ready presentation decks, assemble financial models in spreadsheets, and conduct due diligence for transactions. Built for financial institutions, it ensures high security standards across investment banking, private equity, consulting, and asset management desks.

What Model ML does

Review contracts and regulatory disclosuresGenerate slide presentations from source dataExtract metrics from earnings reportsTake structured notes during financial meetingsPopulate spreadsheet models with market dataAnswer detailed questions about portfolio assetsOperates directly inside Excel, PowerPoint, and OutlookConnects internal company files with external data sources in real timeReviews complex financial documents to catch discrepanciesTranscribes and summarizes meetings with an automated notetakerAnswers complex financial questions through a chat interfaceBuilds client-ready financial grids and presentationsComplies with SOC 2 Type II, ISO 27001, and GDPR security standards