FOR FINANCE
Your Finance Companion
Models, reports, and analysis. Companion does the spreadsheet work so you can focus on the decision.
How Companion works for finance
Modeling
Build and stress-test models
Companion assembles forecasts and scenarios from your data and explains the assumptions.
Reporting
Close the loop on the numbers
Turn raw actuals into board-ready reports with the variance commentary written for you.
Analysis
Answer the hard questions
Ask why margin moved or where spend went and get a clear, sourced answer with charts.
Diligence
Research before you commit
Companion gathers market, competitor, and company data into a diligence brief.
Ops
Automate the recurring work
Reconcile, categorize, and summarize across spreadsheets so month-end stops eating your week.
Everything a finance team needs, in one agent
One Companion, every tool, with no stitching together a dozen apps to get the work done.
Spreadsheet
Clean, enrich, and analyze data across CSVs and Excel, with formulas and pivots handled.
Data visualization
Presentation-ready charts and dashboards from raw numbers.
Slides
Board decks and investor updates with the story already structured.
Deep research
Market and competitor diligence pulled together with sources.
Docs
Memos and variance commentary drafted from the underlying data.
Skills
Reusable models and reporting formats for your close and planning cycles.
Questions, answered
Can Companion build financial models?
Yes. It assembles forecasts and scenarios from your data and lays out the assumptions so you can sanity-check them.
Will it explain the numbers, not just crunch them?
Companion writes the variance commentary and walks through why a figure moved, with the supporting charts.
Is my financial data kept private?
Your data is encrypted and never used to train models. See the Trust center for the full detail.
Let Companion handle it
Models, reports, and analysis. Companion does the spreadsheet work so you can focus on the decision.