Tracelight: AI Agent for Financial Modelling

Tracelight is an AI agent for Excel, built for financial modelling and analysis. Use it to speed up your Excel workflows - from data cleaning, to analysis, to model audit.

Tracelight also supports workflows across PowerPoint and Word, so you can take analysis from Excel through to the deliverables.

Live with 7 of the 10 largest consultancies, including private equity teams at MBB, Big 4, and other leading consulting and investment firms. Used on 120,000+ models, with 370M+ cells edited, 780,000+ questions answered, 14,000+ workflow runs, 150,000+ model audits run, 11.4M+ formulas scanned, and 48,000+ real human errors found.

What you can do with Tracelight

Build models faster

Build models, restructure data, run analysis, and test scenarios through chat. Tracelight handles the work you'd otherwise do by hand and often surfaces insights you'd miss. Use Plan Mode to agree on an approach before any cells change.

Built on a proprietary spreadsheet engine and interpretability layer, purpose-built for financial modelling.

Audit and catch errors

Find formula errors, broken references, circular references, and hardcoded values with our dedicated audit tool. Live checks run as you work, and full audits scan the whole model on demand.

Trace precedents and visualise dependencies

Trace any cell's precedents and dependents without hunting through formulas. Generate flowcharts that show data flow and KPI dependencies across a model — useful for review, handovers, and onboarding.

Compare versions of a model

Diff two versions of a spreadsheet to see exactly what changed: which cells, which formulas, which values. Review work without redoing it.

Save your team's processes as Workflows and Skills

Turn recurring processes — market sizing, LBO build-ups, revenue mapping, model standardisation — into reusable Workflows triggered with a single command. Define Skills that teach the agent how your firm approaches specific tasks, so output is consistent across the team.

Format to your firm's style guide

Generate a Style Guide from any reference model and apply it to new work. Tracelight maps your house formatting to Excel's native cell styles, so models look like they came from your team.

Build live dashboards from your models

Turn any Excel model into an interactive HTML dashboard. Useful for sharing analysis with stakeholders who'd otherwise need the source file.

Share context across Projects

Group related files into Projects so the agent picks up shared context — templates, conventions, prior work — instead of starting fresh on every file.

Learn more

For a full feature walkthrough, see our tutorial. For enterprise demos, visit tracelight.ai.

Plans

Free Trial

• Limited chat and audit

Pro — $40/month

Everything in the Free Trial, plus:

• Higher usage limits
• Full error-checking access
• Confidential mode

Max — $200/month

Everything in Pro, plus:

• 20x the usage limit of Pro
• Priority access to new features

Enterprise — Contact sales

Everything in Max, plus:

• Unlimited usage
• Switchable LLM access
• Single sign-on (SSO)
• Enterprise-grade security and privacy
• Org-wide custom workflow library and styling preferences
• White-glove onboarding

Notes

When this app is used it:

• Can read and make changes to your document
• Can send data over the Internet