Agents / The Modeler
Your model, live in hours. Not rebuilt from scratch.
The Modeler reads the workbook your team already trusts, learns the logic inside it, and turns it into a connected model running on live data from your source systems. Same structure. Same numbers. Live in hours, not quarters.
Works with the spreadsheet you have today, however it was built.
FY26_Budget_v14.xlsx
· 6 sheetsBefore I build, three questions
1. Column mapping. Sheet 3 has a column called amt — 92% confident this is revenue.
2. Join logic. Budget is keyed on Region + Month. Join to actuals on those keys?
3. Headcount. HR shows leavers for 3 reps. Track attrition impact by region?
Model canvas
5 measures · 4 formulas · 3 relationships · 4 sources
Actuals
168Region · Product · Month
Budget
48Region · Month
HR headcount
120Rep_Name · Region
Pipeline
200Region · Product
Formulas
Excludes 3 leavers from denominator. Confirm before close.
The model is not the problem. Everything around it is.
Your workbook holds years of institutional knowledge, and it works. What does not work is that it is disconnected, fragile, and only one person really understands it.
Six versions, one truth, nobody sure which
v14_FINAL(2) is on someone's desktop, a different copy is in the shared drive, and the board saw a third. Reconciling them is a job in itself.
It only refreshes when someone exports
The numbers are as current as the last person who pulled them, which is usually eleven days ago and always the week before you need them.
Replacing it means a project you cannot afford
The alternative on offer is six months of complexity and rebuilding logic that already works. So the workbook survives another year.
Four jobs, done before your first coffee is cold
Not a template you fill in. The Modeler reads what you already built and rebuilds it as something live.
Learns your logic, not a best practice template
Hierarchies, formulas, account mappings, driver logic and the consolidation rules buried in tab seven. The Modeler reads them the way your team wrote them, including the conventions that only make sense in your business. Your definitions survive. That is the whole point.
412 formulas mapped. 3 broken references repaired. Your hierarchy preserved exactly as built.
Workbook ingested · 6 sheets
Entity hierarchy · 4 levels preserved
Custom driver logic · retained
Naming conventions · kept as written
When it is not sure, it asks you rather than guessing
A column called amt could be revenue or cost. A join could be on one key or two. The Modeler tells you what it thinks, how confident it is, and waits for a decision on anything material. A silent assumption is how a model goes wrong quietly.
Sheet 3 has a column called amt. I am 92% confident this is revenue, not cost. Confirm?
Open questions · 3
1. Column mapping. amt → revenue, 92% confident
2. Join logic. Budget on Region + Month
3. Headcount. 3 leavers, track attrition impact
406 / 412
Resolved automatically
6
Escalated to you
<2 min
Time to answer
Wires it to your systems using prebuilt connectors
ERP, CRM, HR, billing, data warehouse and the spreadsheets you still need. The model stops being a file and starts being a live view, refreshed on your schedule rather than on whoever remembered to export. No integration build. No middleware. No IT project.
Chart of accounts matched to NetSuite at 97%. 6 items flagged for review.
Connected sources · 4
97%
COA matched
536
Rows reconciled
Real time
Refresh
Carries the consolidation logic you already run
Intercompany eliminations, FX translation, multi entity structures and the adjustments your controller makes every month. The Modeler brings them across as rules in the model rather than as a manual step someone has to remember. Light touch by design — it runs alongside your existing close, not instead of it.
4 entities consolidated. Elimination logic retained. Close cycle 5 days to 1.
Group consolidation · FY26
FX translation · applied at close rate
Your elimination rules · unchanged
Watch your spreadsheet become a platform, connected and running variance analysis, in hours
Upload your workbook
The one your team actually uses, however it was built. No template to fill in, no format to convert to, and no cleaning it up first.
Answer a few questions
The Modeler flags what it cannot infer and asks. Usually a handful of mappings, and usually under two minutes of your time.
Connect your systems
Prebuilt connectors for ERP, CRM, HR, billing and your warehouse. No integration build and no IT project.
Run your first variance analysis
Actual against budget across every entity, live, on the same afternoon. Check it against a period you have already closed, and when the numbers tie you are running.
Three ways to get a model. Only one of them works.
Building one from scratch takes months you do not have. Prebuilt models are somebody else's business, and the gap between their assumptions and yours never quite closes. Transforming the model you already run is the third option, and it is the one AIchieve is built around.
Changing it later is a conversation, not a change request. Add a driver, restate a hierarchy or adjust an allocation by describing what you want, and the model updates with a record of what changed and who asked.
Read how traceability works- Your logic is preserved, not interpreted. Hierarchies, drivers and naming conventions come across as written.
- It proves itself on a closed period. If it does not tie to your own numbers, nothing goes live.
- Changes are made by instruction. Adjust a driver or restate a hierarchy in plain language — no rebuild, no waiting.
- Enterprise security by default. Encrypted in transit and at rest, single tenant isolation, role based access, full audit logging.
The same migration means something different depending on your seat
Modernise without signing a six month project
You get a connected planning platform without the implementation cost, the complexity, or the risk of a rebuild that lands late and half right.
Keep the model. Lose the version control
One live model instead of six files in circulation, with eliminations and FX as rules rather than as steps someone has to remember at close.
Stop rebuilding the same schedules every month
The structure you built stays yours, it just refreshes itself now. The hours that went into exports and reconciliation go somewhere more useful.
The Modeler builds the foundation. Two more work on top of it.
Once the model is live and connected, the other agents have something worth reading. Each is useful alone and stronger together.
The Analyst
Watches the model for anomalies, gaps between departments and cost you are carrying for no reason. Every insight arrives with a recommended action.
Meet The AnalystThe Planner
Takes a decision and regenerates the whole plan around it. P&L, balance sheet and cash flow across every entity, with your base plan untouched.
Meet The PlannerWhat finance teams ask us
How messy can our spreadsheet be?
Messier than you think is acceptable. Merged cells, hardcoded overrides, broken references and tabs nobody has opened since 2023 are normal. The Modeler repairs what it can, flags what it cannot, and asks about anything material rather than quietly working around it.
How do we know the new model gives the same answers?
You run it against a period you have already closed and signed off. Every measure is compared line by line to your own numbers. Nothing goes live until it ties, and where it does not, you see exactly which mapping caused the difference.
What happens when the model needs to change?
You describe the change and the Modeler makes it. A new cost driver, an extra entity, a restated hierarchy, a different allocation basis. There is no change request queue and no rebuild, and every change is logged with what moved, who asked and when.
Do we have to stop using Excel?
No. Most teams keep Excel for the things Excel is good at, and connect it as another source. The point is not to take the tool away, it is to stop the tool being the only place the numbers live.
What if our logic is genuinely unusual?
Then it stays unusual. The Modeler is not applying a standard chart of accounts or a best practice template. If your business allocates cost in a way nobody else does, that allocation comes across as written.
Does it handle multi entity and multi currency?
Yes. Entity hierarchies, intercompany eliminations and FX translation come across as rules in the model. Our consolidation is deliberately light touch and designed to run alongside your existing close rather than replace it in year one.
How long does this actually take?
Hours, not quarters. A single entity workbook with clean sources is usually live and running variance analysis the same day. Multi entity with consolidation logic takes longer, and we will tell you which you are before you commit to anything.
Send us your messiest spreadsheet
Twenty minutes, your actual workbook, and a live model at the end of it. Bring the one with the broken references.