AI Automation for Financial Modeling for HF
Hey guys - been working on a tool that automates the data search and entry process for financial modeling using AI recently and would love some feedback. The way it works is you connect your data sources (i.e. 10k, 10q) and using our excel add-in you can fill in your financial model in just a few clicks with results that you can verify in a pdf viewer experience.
Plan is to expand it in the near future to basically be your modeling co-pilot and help you build out your model based on the information you have provided the AI in addition to the data search and entry.
Mainly looking for feedback (not trying to sell anything) and also to just learn more about what some pain points you with your financial modeling (what is tedious and takes up a lot of your time), so that I can hopefully create something that truly solves a problem for you.
I can have a look, I think there are some actual start ups tackling this though
Would love to know the names of some startups looking into this problem. Seems pretty interesting.
Yeah this seems very useful, pmed you.
Is it a fine tuned proprietary LLM on the backend using RAG or is it just a excel api wrapper for oai/mistral/anthropic/claude?
I can run it through the paces and smoke test it for you either way.
It's a mix, happy to show you
Same here - happy to test for you.
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