Toolkit

Toolkit is an AI-powered FP&A agent built directly into Excel. Connect your financial data sources, and start

asking questions in plain English to automate reporting, modeling, and analysis without leaving your spreadsheet.

What Toolkit does

• Connects to your custom spreadsheets, ledger, and SaaS systems to pull live financial data into Excel
• Generates financial reports, variance analyses, and budget-to-actuals on demand
• Builds forecasts and models from your data using natural language instructions

Who it's for

Toolkit is for finance and FP&A teams who spend too much time pulling data, formatting reports, and maintaining

spreadsheet models manually. Whether you're a startup finance lead wearing multiple hats or part of a growing FP&A

function, Toolkit handles the repetitive work so you can focus on the analysis that matters.

How it works

Toolkit runs as a sidebar inside Excel. Connect your data sources once on setup, then interact with your financial

data in plain English.

Subscription required

Toolkit is a paid, usage-based service. A subscription is required to access all features. To get started, book a

demo with the Toolkit team at jointoolkit.com/contact/ to learn more and set up your account.

Data connected to Toolkit is hosted on Google Cloud Platform, encrypted at rest and in transit, and never used to

train AI models.