Custom finance software, built inside Excel

The gap

Every finance team runs on two things: a set of systems that hold the numbers, and a spreadsheet where the thinking happens. The systems are good at holding. The spreadsheet is good at thinking. Nothing is good at the part in between, so a person does it: exports on the first of the month, a pivot table, paste-values into the model, fix what broke, re-forecast by hand, build the pack. By the time the model is current it is already stale.

The software industry's answer has been to replace the spreadsheet. Move the numbers into a platform, learn its interface, export back to Excel when you need to actually think. Most teams try it, keep the spreadsheet anyway, and end up maintaining both.

What we build instead

We build the missing part, and we build it inside Excel. EBITDAI is a platform that already lives in the workbook: a pane with an account behind it, encrypted storage for credentials, a relay that can reach any API, and tools that read and write cells with the discipline of a modeler. On that platform we build software specific to one client: their systems connected to their model, their monthly processes turned into things the agent can do.

Any system counts. If it has an API, an export or a login, it can feed the model. Ledger, billing, CRM, payroll, bank, warehouse, the industry tool only your company uses. There is no connector list to be on. The workbook becomes the one place where the numbers agree.

And the interface is a sentence. Because the software is exposed to the EBITDAI agent as tools, your team does not learn anything new. They open the pane and say what they want, the way they would to an analyst who happened to have every login.

What a month looks like

That is the close, the forecast and the reporting, done in the model the team already trusts, with every pull and every write logged against the account. The commands are whatever your process is. "Reconcile billing to the ledger." "Rebuild the cohort table." "Allocate overhead." "Refresh the lender pack."

What a project usually includes

• Consolidation. Every source mapped to the lines, entities and periods of your model. Multiple entities, currencies and charts of accounts, reconciled in one place.
• Automated close. Actuals land in the model on schedule or on request, variances flagged against plan.
• Rolling forecast. Rolls forward every close, driven by live inputs, so the next twelve months are always current.
• Reporting. Board, lender and investor packs regenerated from the live model, with the agent narrating what changed.
• Your processes, as tools. Whatever your team does by hand every month becomes a command.
• Operation. We keep the integrations and the model current as your systems and your business change.

Why inside Excel

Custom finance software fails on adoption, not on logic. Built as a separate app, it gets used twice. Built where the work already happens, it gets used every month, because there is nowhere else to go. The platform underneath (accounts, credentials, relay, workbook tools, the agent) is built, tested and maintained for every EBITDAI user, so a managed project is new integrations and new process logic on a surface that already exists, not a new system to stand up and babysit.

How it works

1. Discovery. One call on the systems you run, the models you keep and the work that eats the month. We come back with a fixed scope and price.
2. Build. Integrations and process logic built on the platform, tested against your real data in a sandbox workbook until the numbers tie.
3. Deploy. Nothing to install. The software appears in the pane the next time your team signs in.
4. Operate. Your team runs it in plain English inside Excel. We maintain it as the business changes.

Who it is for

Finance teams with a model they trust and a close they do not. Companies that evaluated a finance platform and did not want to leave Excel. Fractional CFOs running the same month-end across several clients. If a person is carrying numbers from two or more systems into a workbook by hand, there is a project here.