Chat with Agent — connect data sources, update assumptions, and watch your model evolve in real-time.
- Iterate fast: update assumptions, add scenarios, refine instantly
- Accuracy first: every number validated, every assumption tracked
- Non-destructive: your existing work is never overwritten
- Stay in flow: your agent handles the spreadsheet logic
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SECURE LINE
Chat
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YOU
Check my numbers
_REV
on it
You plan 10% more leads every month, but your marketing budget is the same
Love the optimism, but how are you going to make it happen?
CONNECTED
v1.077.1How It Works
Build, iterate, refine — your financial OS that evolves with you.
Start with conversation
Tell Agent about your business model. Your financial plan builds as you talk.
Connect data sources
Link Stripe, bank accounts, and your tools. Agent syncs actuals vs forecast automatically — your model stays current.
Iterate in real-time
Update assumptions, run scenarios, explore what-ifs. Agent validates every change and keeps your model investor-ready.
FAQ