Your Personal AI
Financial Analyst

Expert-level modeling for LBO, VC, and FP&A. Automate complex tasks, from DCF analysis to sensitivity testing, with an agent that adapts to you.

Excelor
Capabilities

Financial modeling,
perfected by AI.

Experience the power of an autonomous analyst. From spreading comps to building 3-statement models, Excelor handles the execution so you own the strategy.

Automated Valuation

Instantly generate DCF, LBO, and Comps models with proper formatting and formula linkage.

  • Discounted Cash Flow
  • LBO & Returns Analysis
  • Trading Comparables

Deep Research

Dexter, our autonomous agent, reads 10-Ks, analyzes risk factors, and synthesizes macro trends.

  • SEC Filing Analysis
  • Earnings Call Summaries
  • Macro Market Research

Live Market Data

Pull real-time stock prices, financial statements, and analyst estimates directly into your model.

  • Financial Statements
  • Segmented Revenue
  • Real-time Pricing

Intelligent Reasoning

Excelor doesn't just calculate—it thinks. It plans complex modeling workflows, error-checks its own work, and adapts to your specific instructions like a human analyst.

  • Multi-step Planning
  • Self-Correction Loop
  • Context-Aware Formatting
  • Audit Trails

Sector Specifics

Specialized templates for SaaS, Healthcare, Real Estate, and more.

  • SaaS Metrics (ARR/Churn)
  • REIT NAV Models
  • Bank Analysis

Versatile Modeling

Adaptable to any finance workflow.

LBOM&AFP&AVCPEEquity Research

Documentation & Resources

Everything you need to build, extend, and master the Excelor platform. From basic usage to advanced skill development.

Getting Started

User Guide

Master Excelor's chat interface, financial tools, and research capabilities.

Chat Interface & Sheet References
Generating Financial Models (DCF, LBO)
Fetching Real-time Market Data
Using Research Subagents
Read Guide
Reference

Skills Catalog

Complete reference of all 47+ financial modeling skills available in Excelor.

Valuation Models (DCF, LBO, Comps)
M&A & Merger Models
Industry Specific (SaaS, Healthcare)
Specialty Models (Startup, IPO, Risk)
Read Guide
Features

Dexter Research

Guide to using Dexter, the autonomous sub-agent for deep financial research.

SEC Filing Analysis (10-K, 10-Q)
Insider Trading & Estimates
Financial Ratio Analysis
Autonomous Research Loop
Read Guide
Getting Started

Configuration

Setup guide for API keys, model selection, and local development.

API Key Setup (Google, FMP, OpenRouter)
Model Selection (Gemini, Grok, Local)
Custom Formatting Rules
Getting Started
Read Guide
Reference

Troubleshooting

Solutions for common issues, errors, and agent behavior.

Agent Stuck / Freezing
Model Generation Fixes
Circular Reference Handling
Formatting Issues
Read Guide
Development

Creating New Skills

Step-by-step guide to extending Excelor with new financial model templates.

Single vs. Multi-sheet Skills
YAML Frontmatter Configuration
ASCII Layout Design
Trigger Phrase Definition
Read Guide
Development

Capturing Templates

Methodology for converting existing Excel files into reusable skill templates.

Spreadsheet Structure Analysis
Formula & dependency Mapping
Style Extraction
Validation Checklists
Read Guide

Looking for something specific?

View full documentation archive

Frequently Asked Questions