Financial Models
Builds financial model structures and formulas.
AI Prompt Generator
Craft an optimized prompt for any LLM in seconds.
PDF, Word, Excel, CSV, text, Markdown, JSON, XML, HTML & code — up to 5 files, 10 MB each. Files are analyzed and never stored or shared.
Great all-rounder for writing, code and analysis.
What this tool does
Builds financial model structures and formulas.
When to use it
You need projections, valuations, or budgets.
Prompt template
Act as a financial analyst. Build an Excel model for [purpose] with assumptions [list]. Provide the tab structure and key formulas.
Example
A 3-statement model with driver-based revenue.
Common mistakes to avoid
- Hardcoding numbers in formulas
- No assumptions tab
Best practices
- Separate assumptions from calculations
- Ask for sensitivity analysis
Frequently asked questions
Do I need Microsoft Copilot to use this Excel tool?
No. You can generate the prompt here and paste it into ChatGPT, Claude, Gemini or Copilot. Copilot adds live access to your Excel file, which is convenient but optional.
Will the AI change my original file?
No. FormelyAI only generates text prompts. You copy the result and apply it yourself, so you stay in control of your documents.