Managed services
Custom finance software.
Built inside Excel.
We build the software your finance team is missing, on the EBITDAI platform, in the workbook you already trust. Every system connected. Every monthly process automated. Run by an agent, in plain English.
The finance stack, without leaving the spreadsheet
Finance platforms ask you to move your numbers into their app and treat Excel as an export. Your team does not want a new system. They want the one they have to stop needing a human to feed it.
Built where the work is
Excel stays the front end. The EBITDAI platform lives in a pane inside it, with accounts, encrypted credentials, a relay to any API and tools that read and write the workbook like an analyst. Your software is built on that and deployed to your account. Nothing to install, nothing to migrate.
Connected to everything
Ledger, billing, CRM, payroll, bank, warehouse, the industry tool only your team uses. If it has an API, an export or a login, it feeds your model. The workbook becomes the one place the numbers agree.
Run in plain English
Every integration and process becomes something the agent can do. Your team says what they want. The agent pulls, maps, writes, rolls the forecast and explains what moved, in the model they already trust.
What a month looks like
The close, the forecast and the pack, as three sentences typed into the pane.
Controller:
"Close August."
EBITDAI:
"August is in. Pulled the ledger, billing and payroll, wrote actuals across the P&L, balance sheet and cash flow, and rolled the forecast to next August. Three variances above 5%: revenue 4% under plan on slower enterprise starts, hosting 11% over on the new region, and payroll 6% under because two hires slipped to September. Want me to move the hires in the forecast?"
Controller:
"Yes. Then refresh the board pack and flag anything that changed the runway."
EBITDAI:
"Done. Runway moved from 19 to 21 months, almost entirely the hiring shift. The pack is on the Board tab with the commentary updated."
Your commands, your model, your systems. Every project is built to the client.
What we build
Scoped to the client. Most projects are some combination of these.
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. No exports, no paste-values.
Rolling forecast
The 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 and why.
Your processes, as tools
Whatever your team does every month by hand becomes a command: reconcile, allocate, rebuild the cohort table, refresh the pack.
Operated for you
We keep the integrations and the model current as your systems, accounts and business change. One person, who built the platform.
How it works
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.
Build
Integrations and process logic built on the platform, tested against your real data in a sandbox workbook until the numbers tie.
Deploy
Nothing to install. The software appears in the pane the next time your team signs in.
Operate
Your team runs it in plain English inside Excel. We maintain it as the business changes.
Joseph Orsi, CFA
Founder, EBITDAI
Wall Street-trained CFA Charterholder. 250+ models built, $1BN+ raised on them, 500+ companies served. He also wrote the platform your software runs on, so the person scoping your project is the same person who understands your model and the code underneath it.
Joe did an incredible job modeling our early stage software startup for a large institutional hedge fund. Let's just say they were impressed and these were bankers at the top of their game. His model is the first of 3 I have built for the business that was actually easy to understand and edit on my assumptions.
-- B2B SaaS Client, Series A Fundraise
Models built for
Show us the month you want to stop doing by hand
Bring the model and the list of systems. We come back with a scope, a price, and the sentences your team will type instead.
Just want the add-in? It is free to start.