OFFSET unknown

AI-native financial modeling in spreadsheets for speed and precision

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Info updated on: Mar 23, 2026

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Offset brings AI-native financial modeling directly into Spreadsheets (specifically Excel). It allows users to build DCFs (Discounted Cash Flows), analyze filings, enrich data, and generate insights with speed and precision. It also enables pulling real-time data to auto-populate sheets without manual copy-pasting.

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Review summary

Features

AI-native financial modeling
Build DCFs, valuations, and forecasting tools
Analyze SEC filings and public data
Enrich data with real-time information
Automated formatting and reporting

How It’s Used

Building Discounted Cash Flow (DCF) models
Performing company valuations
Creating financial forecasts
Analyzing SEC filings for insights
Enriching spreadsheet data with real-time information
Automating financial reporting

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.