Excelmatic

automates your consolidation, budgeting and forecasting workflows so your firm standardises data, eliminates version-conflict and enables faster advisory discussions.

consolidates your firm’s research, notes and documents so your team retrieves insights quickly, standardises client deliverables, and frees capacity for advisory work.

uses Drive AI to instantly process complex datasets and generate first-cut forecasts, streamlining financial analysis and freeing accountants for higher-value advisory work.

reconciles fragmented data pipelines through automated normalization to protect sensitive client information, ensure data lineage, and provide a secure foundation for firm-wide AI.