Hyper-Streamlined AI-Powered Financial Modelling

Designed for financial analysts, accountants, and modellers, Formuly offers AI-powered assistance to automate formula creation, enforce best practices, and minimize errors in complex spreadsheets.
Context

Predictive formula creation

Real-time audit

Best practice, always.

Native excel

Level-up

Enhanced productivity, increased transparency

Why we built Formuly

The perfect storm was brewing—a rocket scientist with a Master’s in Applied Finance teamed up with a battle-tested software developer who loved tackling complex problems. Over the next decade, we built financial models together with an intense focus on confidence, combining clarity, user experience, and integrity.

Powered by the collision of our respective fields, our models became highly structured, testable, and consistent—making them ideal for automation. That’s how Formuly began: as a set of VBA scripts to validate models against internal rules, eventually evolving into a real-time Excel plugin to catch issues as they happen.

Then came the breakthrough. During a project delay, we used our spare capacity to explore AI-assisted formula generation—helping model builders work faster and smarter. When clients saw what we’d built, they wanted it too.

It was clear that Formuly had value far beyond our own consultancy.

Our products

AI assistant

Hyper streamlined AI powered financial modelling

Recognizes financial terms and KPIs, offering tailored suggestions (e.g., auto-detects when you're calculating Revenue, Depreciation, or Working Capital adjustments).

Audit

Real time model audit with auto healing

Why wait to the end of the model to verify integrity. Constantly evaluate the model against best practice with helpful hints and auto healing in many cases. Ensuring your model is ready to go at any time.

Why choose formuly?

Enhanced Productivity

Accelerate model building with intelligent, context-aware suggestions.

Formuly streamlines the modeling process by providing AI-driven, context-sensitive formula suggestions, reducing repetitive tasks and manual lookups. Whether initiating a new model or refining an existing one, Formuly enables faster progress with fewer clicks.
Increased Transparency

Clear, traceable formulas you can trust.

Every formula suggested by Formuly is clear, structured, and traceable. By generating formulas that reflect your intent and the surrounding model context, Formuly improves visibility into how outputs are derived—making it easier to audit, review, and explain your work.
Increased Consistency

Standardized logic and formatting across all model builds.

Formuly ensures formula logic is applied uniformly across your models. By leveraging structured patterns and standardized naming, it removes variations caused by manual entry and enforces a consistent modeling style that improves collaboration and long-term maintainability.
Decreased Error Rate

Fewer mistakes through automation and audit.

Manual formula entry is one of the leading sources of spreadsheet errors. Formuly reduces these risks by using AI to suggest correct, contextually appropriate formulas—helping you avoid omissions, incorrect references, and logic flaws that compromise model accuracy.

Security

Data Privacy

Recognizing the paramount importance of data privacy and security in enterprise AI adoption, Formuly implements enterprise-grade safeguards. These include stringent access controls, end-to-end encryption, and adherence to leading regulatory standards such as GDPR, HIPAA, and ISO 27001. Customer data is never utilized to train public models, and all interactions occur within secure environments to maintain confidentiality. Administrators have comprehensive control over data flow, user permissions, and audit logs, ensuring transparency and enabling confident AI utilization without compromising security or privacy.

Accuracy and Reliability

We recognize that accuracy and reliability are critical for enterprise AI adoption. Our AI systems are built on rigorously tested models and validated against high-quality, domain-specific data to ensure dependable performance. Outputs can be traced, reviewed, and audited, providing transparency and accountability for every AI-assisted decision. We also offer human-in-the-loop workflows and customization options to align the AI’s behavior with your specific business context. With continuous monitoring and updates, we ensure the AI stays accurate, relevant, and trustworthy—so you can make confident decisions backed by consistent, high-quality insights.

Plans

Audit

  • Real-time auditing
  • Auto error correction
  • Basic Clips library
  • Email support
  • Help center access
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RECOMMENDED

Audit + AI

  • Audit plan plus:
  • Advanced Clips library
  • AI Suggestion engine
  • Priority email support
  • Help center access
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Enterprise

  • Audit + AI plan plus:
  • Customisable Clips library
  • Customised style
  • Phone and email support
  • Help center access
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FAQ

Formuly is used during the model-building process in Excel to automatically suggest accurate, context-aware formulas based on your intent. It’s ideal for speeding up the creation of financial models, ensuring consistency across calculations, and reducing formula errors in complex spreadsheets.

Formuly is designed for professionals who build and rely on financial models—whether they work in banks, large corporations, or as independent consultants. If you use Excel to create models that inform critical decisions, Formuly helps you do it faster, more accurately, and with greater confidence.

An Excel plugin is an add-on that extends Excel’s built-in functionality. Formuly integrates directly into Excel to help you work faster and more accurately by suggesting formulas based on your intent and spreadsheet context.

Formuly is compatible with Microsoft Excel 2016 and later on Windows, including Excel for Microsoft 365. Support for macOS and Excel Online is planned for future releases.

Formuly requires an internet connection to access AI-powered features. However, core auditing functionalities may be available offline, depending on your subscription plan.

Yes, Formuly offers customization options on the Enterprise plan to align with your organization's modeling conventions, including naming standards, formatting preferences, and formula structures.

Formuly processes only the minimum information needed to understand your formula intent—typically cell labels and structural context. Your spreadsheet data is never stored or shared, and all processing is designed with enterprise-grade privacy and security in mind.

No, only the model builder needs Formuly. Once the formulas are generated and saved in the spreadsheet, anyone can use the model without needing Formuly installed.