All finance agents
    Research & Client Coverage

    Model Builder: full 3-statement models in Excel, on demand

    Model Builder is the AI agent that builds, maintains, and audits financial models in Excel. From a fresh 10-K to a fully linked 3-statement model with DCF and sensitivity tabs in under an hour.

    What Model Builder does

    Builds 3-statement models from filings, feeds, and analyst assumptions
    Creates DCF, LBO, and merger model templates with assumption blocks
    Audits formulas across linked workbooks and flags broken references
    Runs sensitivity and scenario tables with one prompt
    Maintains an audit trail of every assumption change

    Inputs

    • • 10-K / 10-Q
    • • Analyst assumptions
    • • Firm template

    Outputs

    • • 3-statement model
    • • DCF tab
    • • Sensitivity tables
    • • Audit trail

    Runs in

    ExcelClaude Cowork

    Connectors

    FactSetCapital IQDaloopaFinancial Modeling Prep

    Use cases

    New name initiation

    Stand up a clean coverage model in an afternoon, not a week.

    Deal modeling

    Build the LBO, merger model, and synergies tabs in parallel.

    Quality control

    Audit a 30-tab model and surface every formula error.

    Model Builder FAQ

    Does it follow our firm's modeling conventions?

    Yes. Provide your master template and styleguide and the agent inherits naming, color-coding, and structure.

    Other finance agents

    Pitch Builder
    Research & Client Coverage
    Meeting Preparer
    Research & Client Coverage
    Earnings Reviewer
    Research & Client Coverage
    Market Researcher
    Research & Client Coverage
    Related searches: AI for Excel financial models • automated DCF builder • LBO model AI • investment banking modeling AI

    Deploy Model Builder on your stack in weeks

    FDE Team ships Model Builder with your firm's connectors, policies, and approval flows — production-ready.