GenerativeX Introduces "ExcelenceAI" - The AI Agent for Deal-Ready Financial Modeling in Excel

~ GenerativeX, a leading AI technology company, has recently announced the launch of their latest product, "ExcelenceAI" - an AI agent designed specifically for financial modeling in Excel. This innovative tool is set to revolutionize the way investment bankers and valuation experts approach financial analysis.

ExcelenceAI was created by a team of former investment bankers and consultants who recognized the need for a more efficient and accurate way to handle financial modeling. With this new AI-powered Excel add-in, professionals can now automate tasks, generate insights, and refine results all within the familiar Excel environment.

According to GenerativeX CEO Rei Araki, "ExcelenceAI bridges the gap between traditional spreadsheets and generative AI. We're empowering finance professionals to model deals, run valuations, and analyze outcomes smarter, faster, and with greater precision - without ever leaving Excel."

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One of the key features of ExcelenceAI is its ability to operate as a native Excel add-in. This means that users can automate complex workflows such as LBO and M&A models, deal schedules, WBS charts, and performance dashboards simply by using natural language instructions. The AI agent also offers advanced data functions that can extract and standardize data from web pages, PDFs, and documents into clean, model-ready Excel sheets.

In addition to its advanced capabilities, ExcelenceAI also boasts enterprise-grade security with all processing running on Microsoft Azure with end-to-end encryption. It also offers a full audit trail feature that allows users to track every change made in their models and maintain transparent version history.

Designed for analysts, accountants, and consultants in the financial industry, early adopters of ExcelenceAI have reported reducing model build time by over 70%. The tool is easy to set up - users can install the add-in from Microsoft Office Add-ins Store and retrieve an access token from https://app.excelence.ai.

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To make it even more accessible, GenerativeX is offering a two-week free trial for U.S. users. The company, which has offices in New York and San Francisco, specializes in building AI agents that help financial institutions transform how they analyze, operate, and make decisions. Their goal is to enable banks, investment firms, and insurers to harness generative AI across critical workflows with precision, reliability, and measurable impact.

In a previous version of the news release issued by GenerativeX over PR Newswire on November 4th, 2025, the product name "ExcelenceAI" was misspelled. This has been corrected in the current version.

With ExcelenceAI's launch in the U.S., it is expected to bring significant changes to the financial industry by streamlining processes and increasing accuracy. As more professionals adopt this innovative tool, it is likely to become an essential part of financial analysis for years to come.

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