Mason AI

Mason AI brings an AI modeling partner directly into your Excel workbook — right where your financial models already live.

Mason reads the documents you give it — leases, rent rolls, offering memoranda, loan agreements, appraisals — and helps you build, fill, and audit financial models without leaving Excel. Every figure it enters carries a source you can trace back to the original document and page, so you're never guessing where a number came from.

What Mason does inside Excel:

• Builds and fills financial models directly in your live workbook — no import/export round-trip
• Extracts key terms and figures from PDFs, spreadsheets, and other documents you attach
• Cites its work — every populated cell traces back to the exact source document and page
• Audits existing models for errors, inconsistent formulas, and missing assumptions
• Styles, formats, and organizes your workbook alongside the modeling work
• Works in a chat-style side panel, so you stay in control of every change

Built for real financial work. Mason is designed for teams building acquisition models, underwriting packages, and deal comparisons from real source documents — turning hundreds of pages into a working model in minutes instead of hours.

Requires a Mason account. Mason AI is a paid service. You'll need an active Mason account to use this add-in — visit usemason.ai to get started.

Your data stays yours. Workbook content is processed to complete your request and is not used to train third-party models. See our privacy policy for details.