From Excel
to AI-Powered
in Seconds

GridMate is the AI co-pilot for financial modeling. It lives in your spreadsheet, writes complex formulas, and helps you build and audit models 10x faster.

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Everything You Need for
Modern Financial Modeling

Built by financial analysts, for financial analysts. Every feature designed to make your modeling faster, more accurate, and fully auditable.

Financial_Model_2025.xlsx
A
B
C
1
Revenue
$1,250,000
=B1*1.15
2
COGS
$750,000
=B2*1.10
3
Gross Profit
$500,000
=C1-C2
4
OpEx
$200,000
=B4*1.05
5
EBITDA
$300,000
=C3-C4

AI: "Found 3 formula optimizations"

50% Faster
90% Fewer Errors

AI-Powered Intelligence

Claude-powered assistant that understands financial models and suggests optimizations in real-time.

Your Autonomy, Your Control

Use GridMate as a suggestion engine or let it build multi-step models autonomously. You set the level of control, from gentle guidance to full automation.

Financial Model Templates

Pre-built DCF, LBO, and M&A templates that adapt intelligently to your specific needs.

EDGAR Integration

Automatically pull and analyze data from 10-Ks, 10-Qs, and other SEC filings.

Formula Intelligence

Detect errors, optimize calculations, and validate cross-references automatically.

Complete Audit Trail

Every AI suggestion and user action is logged for compliance and review.

Get Started in Minutes

No complex integrations. No data migration. Just install and start building better models.

01

Install the Add-in

One-click installation directly into Excel. No complex setup or IT involvement required.

02

Connect Your Data

Link SEC filings, upload documents, or connect to your existing data sources.

03

Start Modeling

Select cells, ask questions, and let AI assist with formulas, analysis, and optimization.

04

Review & Apply

Preview all changes before applying. Complete audit trail for every modification.