OFFSET

AI-native Excel add-in for faster DCFs, valuations, forecasts, and filings analysis
5 
Rating
26 votes
Your vote:
Screenshots
1 / 1
Visit Website
offset.app
Loading

OFFSET is an AI-native financial modeling add-in built specifically for Excel, designed to help investors, analysts, and finance teams move from raw data to decision-ready models faster and with fewer errors. Instead of juggling browser tabs, PDFs, and manual copy‑paste workflows, Offset lets you build and update core valuation work directly inside your spreadsheet—where your models already live.

With Offset, you can create Discounted Cash Flow (DCF) models, run valuation scenarios, and generate forecasts using AI-assisted workflows that reduce setup time and improve consistency. The tool can also analyze SEC filings and other public company information to surface key figures and insights that typically require time-consuming review. For teams that constantly refresh models, Offset helps keep sheets current by pulling real-time data to populate cells automatically, cutting down on repetitive data entry.

Offset is built for precision as much as speed. It supports data enrichment and structured outputs that fit cleanly into Excel models, and it can automate formatting and reporting so deliverables look polished without manual cleanup. Whether you’re building a full valuation from scratch, updating assumptions after earnings, or compiling comparable metrics across companies, Offset aims to make spreadsheets a smarter, more automated workspace—without forcing you into a separate platform.

For support and additional information, users can visit the contact page at https://offset.app/contact.

Review summary

Features

  • AI-native financial modeling directly in Excel
  • Build DCF models, valuations, and forecasting tools
  • Analyze SEC filings and public company data for insights
  • Real-time data pull to auto-populate spreadsheet cells
  • Data enrichment for cleaner, model-ready inputs
  • Automated formatting and reporting

How It’s Used

  • Building Discounted Cash Flow (DCF) models in Excel
  • Performing company valuations and scenario analysis
  • Creating financial forecasts and updating assumptions
  • Analyzing SEC filings to extract key metrics and insights
  • Enriching spreadsheet datasets with real-time information
  • Automating recurring financial reports and deliverables

Plans & Pricing

Pro

$30 per month

Unlimited models and scenarios, DCF, valuations, and forecasting tools, Automated formatting and reporting, Integration with SEC filings and public data. Includes a 7-day free trial.

Enterprise

Custom

On-premise AI routed to your VPC, Custom model development, Enterprise-grade privacy & security, Dedicated support.

Comments

5
Rating
26 votes
5 stars
0
4 stars
0
3 stars
0
2 stars
0
1 stars
0
User

Your vote:

Recent downloads