The power of agentic AI - directly inside Excel

Welcome to the future of financial modelling. Waterfall will transform how you build models in Excel.

Waterfall AI assistant in action - building financial models in Excel

Financial modelling at the speed of conversation

The Challenge

Hours spent on repetitive formatting and formula adjustments

Manual restructuring when requirements change

Complex operations that require multiple steps

The Solution

Natural language instructions executed instantly

Professional models that follow FAST principles

Complete transparency with every formula visible

Purpose-built for financial modellers, Waterfall transforms how you build models in Excel. Describe what you need in plain English—whether it's structuring an M&A model, building a debt schedule, or formatting statements to IFRS standards—and watch as your instructions are executed directly in your spreadsheet. Waterfall follows FAST modelling principles by default, ensuring your models are flexible, appropriate, structured and transparent. Every action is visible, every formula is yours to review and adjust.

Built for the way you work

Designed specifically for financial professionals, Waterfall understands the nuances of financial modelling

FAST & IFRS Compliant

Models follow best practices by default. FAST principles built-in, IFRS formatting automatic.

Natural Language Control

Describe what you need in plain English. No formulae to learn, no commands to memorize.

Complete Transparency

Every formula visible, every action reversible. You maintain full control.

Purpose-Built for Finance

DCFs, M&A, project finance, three-statement models and more. Built by modellers, for modellers.

Real-Time Execution

Autonomous agents handle complex multi-step operations in real-time. Watch as tasks are planned and executed automatically.

Your Standards, Maintained

Preserves your formatting and structure preferences. Adapts to your workflow.

Enterprise-grade security for sensitive financial data

Your data security is our top priority. Waterfall is built with multiple layers of protection to keep your financial information safe.

SSO integration

Google & Microsoft authentication

Data never used for training

Your models and data remain confidential

Secure encryption

Data is encrypted using TLS 1.2 and AES-256

Zero logging

Our servers are stateless with no storage or logging of prompts

SOC 2 Type II compliance in progress

Be among the first to transform how you model

Waterfall is currently in private beta with select financial institutions

✓ Priority access and exclusive pricing for early signups

Join financial professionals from leading firms already on the waitlist

Ready to leave manual modelling behind?

Join forward-thinking financial professionals who are transforming how they build models

Questions? Contact us