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Financial analyst teams aligned on every decision

AI workspace where your analysis compounds and teams stay in sync across models

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Backed by the best

Analysis scattered across disconnected tools

Your forecast model lives in one Excel file, market research sits in another analyst's folder, and stakeholders ask the same valuation questions you answered last quarter. When the CFO needs updated projections for the board meeting, you're rebuilding analysis from scratch instead of building on previous work. Team insights get lost in email threads, and nobody knows which financial model version represents current assumptions.

  • Rebuilding DCF models because last quarter's assumptions are buried somewhere
  • Stakeholders asking for analysis you completed but can't quickly locate
  • Multiple team members creating duplicate industry research and competitor analysis
  • Excel models breaking when colleagues edit without understanding formulas

Turn individual analysis into team intelligence

  • Build financial models once, reference and update them across all future analysis
  • Share working assumptions and methodology so teammates build on your analysis
  • Connect Excel, Bloomberg data, and research into unified responses with source citations
  • Automate recurring reports and model updates without manual copy-paste workflows

How it works

  1. 01

    Connect your tools

    Link Excel models, Google Sheets, financial databases, and research files to your AI workspace

  2. 02

    Build team channels

    Create shared AI conversations for specific projects, sectors, or recurring analysis workflows

  3. 03

    Analysis compounds automatically

    Every model, assumption, and insight becomes reusable knowledge for future team decisions

What Brainvolt brings to your workflow

Contextual Financial Intelligence

AI draws from your Excel models, market data, research reports, and real-time financial news in one response with source citations. Knows your industry context and modeling assumptions.

Shared Analysis Channels

Team members collaborate on the same AI thread for earnings analysis, valuation models, or sector research. Everyone sees the thinking process and can build on previous work.

Data Integration Hub

Connect Excel, Google Sheets, Bloomberg terminals, financial databases, and research platforms. Create custom integrations for proprietary data sources through conversation with AI.

Automated Report Generation

Schedule weekly competitor analysis, monthly variance reports, or quarterly model updates. AI pulls fresh data, updates calculations, and distributes formatted reports to stakeholders.

See it in action

Brainvolt— Workflow preview
Update our SaaS valuation model with Q3 actuals and new market multiples
I've pulled your Q3 SaaS model and current market data. Revenue came in 8% above forecast at $12.3M. I'm updating the model with new public comps - median EV/Revenue is now 6.2x vs 5.8x last quarter. Should I adjust the terminal multiple assumption?
Yes, and share updated projections with the team channel
Updated! New enterprise value of $180M (was $165M). I've posted the refreshed model to your SaaS Analysis channel with a summary of key assumption changes. Sarah and Mike can now see the updated projections for their budget planning. 📊
Create a board presentation slide on the valuation bridge
Created a clean waterfall chart showing the $15M valuation increase: +$8M from Q3 beat, +$5M from multiple expansion, +$2M from improved margins. Formatted for executive presentation with key drivers highlighted. Ready to export to PowerPoint!

Frequently asked questions

More use cases
  • For CFOs
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  • For COOs
  • For Head of Opses
  • For Chief of Staffs
  • SAAS
  • Connect Google Analytics
  • Connect BigQuery
  • Replace Excel + Dashboards + Meetings
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Connect your world.
Get things done.

Try the AI workspace that keeps context and helps you turn conversation into action.

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