GenerativeX Launches ExcelenceAI, the AI Agent for Deal-Ready Financial Modeling in Excel

GenerativeX Launches ExcelenceAI, the AI Agent for Deal-Ready Financial Modeling in Excel

GenerativeX Introduces "ExcelenceAI" - The AI Agent for Deal-Ready Financial Modeling in Excel, issued on November 4, 2025 by GenerativeX over PR Newswire, we are advised by the company that changes have been made. The complete, corrected release follows, with additional details at the end:

GenerativeX Introduces "ExcelenceAI" - The AI Agent for Deal-Ready Financial Modeling in Excel

Built for investment bankers and valuation experts, ExcelenceAI automates LBO, M&A, and DCF models, bringing generative AI precision to the core of financial analysis

GenerativeX announced the U.S. launch of ExcelenceAI, an AI-powered Excel add-in that brings generative intelligence directly into spreadsheets. Built by former investment bankers and consultants, ExcelenceAI enables financial professionals to automate financial modeling, data analysis, and project management — all within the familiar Excel environment.

ExcelenceAI operates as a native Excel add-in, allowing users to automate tasks, generate insights, and refine results simply through natural language instructions. From complex LBO and M&A models to DCF valuations, deal schedules, WBS charts, and performance dashboards, the AI agent handles advanced workflows seamlessly.

"ExcelenceAI bridges the gap between traditional spreadsheets and generative AI," said Rei Araki, CEO of GenerativeX. "We're empowering investment bankers, private equity professionals, and finance teams to model deals, run valuations, and analyze outcomes smarter, faster, and with greater precision — without ever leaving Excel."

Key Features

  • Deal-Level Modeling AI Agent: Automates financial workflows across LBO, M&A, and DCF models, as well as business plans and complex transaction analyses.
  • Natural Language Prompting : Describe your task in plain English — from formatting to complex model builds.
  • Runs Directly Inside Excel: No upload, no download, no copy-paste. ExcelenceAI operates natively with 100% Excel compatibility, maintaining your firm's formulas, macros, and formatting.
  • Advanced Data Functions: Extract and standardize data from web pages, PDFs, and documents into clean, model-ready Excel sheets.
  • Dynamic Workflow: Generate, refine, and iterate on outputs in real time.
  • Enterprise-Grade Security: All processing runs on Microsoft Azure with end-to-end encryption and zero data leakage.
  • Full Audit Trail: Track every change, roll back instantly, and maintain transparent version history.

For Financial and Business Professionals

Designed for analysts, accountants, and consultants, ExcelenceAI accelerates workflows such as LBO and DCF modeling, credit memo generation, and KPI dashboarding. Early adopters report reducing model build time by over 70%.