Financial AI agent
Financial models.
Human intelligence.
Describe what you need in plain English. Series Seed builds a structured, formula-driven Excel model — with correct accounting logic and linked assumptions — in under two minutes.
< 2 min
Three-statement model
387+
Formulas per model, avg.
100%
Native Excel output
How it works
The agent builds the model. You stay in Excel.
01
Describe what you need
Tell the agent in plain English — a three-statement model, a budget variance, a headcount forecast. No templates, no forms.
"Build a 3-statement model for a SaaS company with $8M ARR growing 40% YoY."
02
The agent builds the model
Series Seed generates a structured, formula-driven Excel file — with correctly linked sheets, standard accounting logic, and documented assumptions.
"24 sheets · 387 formulas · Linked assumptions page"
03
Review, edit, and export
Every formula is transparent. Adjust assumptions, ask the agent to explain any cell, and export directly to Excel — you stay in control.
"Explain the revenue bridge on row 47."
Built for finance teams
Rigorous enough for a controller. Fast enough for a board deck.
Accuracy
Finance-native logic
Trained on real financial domain knowledge — not generic LLM output. Models follow standard accounting structures that CFOs and auditors recognize.
Transparency
Every formula is yours
No black box. The output is a plain Excel file you own and can inspect, edit, and share without any dependency on Series Seed.
Speed
Hours to seconds
A three-statement model that takes an analyst two days lands in under two minutes. Your team focuses on analysis, not construction.
Integration
Connects to your data
Pull actuals directly from your ERP, CRM, or accounting system. Models stay live — update assumptions and re-generate in seconds.
Early access
Join the waitlist
We're onboarding finance teams now. Tell us about your modeling workflow and we'll reach out.