AI Powered Financial Modeling

Formuly anticipates your next step and completes it to Best Practice. While you work it detects and manages your errors.
Context driven professional model development + real-time audit. Continually evolving for professional teams.
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Embrace AI to transform your team.

AI Assistant

Accelerate Productivity

Super charge delivery across your team by removing time consuming modeling infrastructure, Excel chores and ad hoc online AI searches.

Real-time audit

Maximize accuracy

Say goodbye to errors and last-minute surprises with continuous, real-time auditing. When inevitable Excel errors slip in—especially under transaction pressure—Formuly flags them instantly and offers one-click fixes, minimizing the cost and role of formal audits.

Clips library

Don't repeat yourself

Easily created + huge library of truly reusable clips with contextually aware smart insertion.

Working with Formuly

Formuly continuously builds a secure, intelligent understanding of what you're working on and how you're working, directly within Excel with no sensitive data leaving your system.

Powered by a custom-trained large language model (LLM) and over 30 years of codified best practice rules, Formuly is purpose-built for corporate and transactional workflows.

Access a library of calculation logic, single click to create structures such as a Debt account, DSRA, integrated financial statements, LLCR, LCoE, AISC and other industry specific metrics. It’s always evolving, and you can create your own specific ones to share with your team.

Predictive modeling

Formuly anticipates your next step and offers natural language prompts, whatever your sector, generating calculations aligned with Best Practice. Decline a suggestion? It learns and refines in real time.

Real-time Error Detection

Every formula is continuously monitored. Formuly identifies both Excel and business logic errors, offering fixes you can approve or automate—while guiding you toward consistent, auditable outputs.

Share essential logic

Access a professionally focused library of calculation logic, single click to create structures such as a Corkscrew account to a fully functional DSRA, integrated financial statements, LLCR, industry specific metrics. It’s always evolving, and you can create your own specific ones to share with your team.

Is Formuly right for my company?

Formuly is built for teams who rely on financial models to make investment decisions.

It removes inconsistency and eliminates reliance on individual know-how by embedding best practice directly into your workflow – automatically, in real-time.

Powered by AI, Formuly drastically cuts time spent on routine Excel tasks—automating known calculations and freeing your team to focus on high-value thinking. It ensures consistency across users and catches errors as you work, even the ones your top modelers will make or miss.

If your models are audited, Formuly keeps audit costs low by ensuring structure and logic are sound—so the focus stays on commercial rationale, not spreadsheet formatting.

We already use CoPilot why use Formuly?

CoPilot and other domain specific AI solutions offer very good generalist solutions for Business Users.

Formuly is purpose-built for professional financial modeling, combining unbeatable best practice methodology with an LLM trained on 30+ years of deal-making expertise. Financial modeling for transactions goes far beyond Excel — it’s technical, nuanced, and critical. Unlike general tools like CoPilot, Formuly is designed specifically for modelers, analysts, and dealmakers.

But our information is highly confidential….
We understand confidentiality—because this is our world too.

From day one, Formuly’s architecture was designed to operate using only structural model information—never your sensitive data. Whatever transaction you're working on, you can trust that, like leading AI solutions in professional services, Formuly keeps your information secure.

By industry veterans for the global market.

Blending deep industry knowledge with cutting-edge innovation, Formuly is built to help professionals develop expertise, faster.
Ben Buckland
Co-founder
Software architect.
System performance expert.
Transactional modeling.
Nick Crawley
Co-founder
30 yrs modeling + auditing.
Master trainer.
Astrophysicist.

Google proved that Excel is here to stay as the analytical platform for professional teams. That’s why Formuly works natively in Excel, harnessing it not reinventing it.

Our founders comprise a unique fusion of professional transaction modeling, and commercial software architecture pedigrees – driven by a demand for ultra high decision confidence.

Formuly was initially created to underpin our own delivery efficiency and client confidence under transaction pressure – now it’s available for enterprises.

Ben, a tech visionary with deep commercial experience in customer facing enterprise software and a decade of transaction modeling—working with AI long before it became mainstream.

Nick, an Astrophysicist who has invested three decades developing deal models and establishing a methodology which today underpins the globally recognized financial modeling standards. Recruited to establish EY’s Financial Modeling functions in 1995, co-founded the world’s largest independent financial modeling consultancy.

For a decade Nick and Ben, as Vector Financial Modelling, specialize in principal-delivered financial modeling for the most challenging transactions across a wide range of industries. Proven and trusted to deliver confidence.

Our platform

AI assistant
Hyper streamlined AI powered financial modeling
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 correction
Why wait to the end of the model to verify integrity. Constantly evaluate the model against best practice with helpful hints and auto correction in many cases. Ensuring your model is ready to go at any time.

Security

Enterprise security built in

We follow global security standards to keep your data safe.

ISO/IEC 27001
Audit in progress

International standard for information security management.

SOC 2
Audit in progress

Independent audit for security, availability & confidentiality.

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 targeting leading regulatory standard 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

Accuracy and reliability are critical for enterprise AI adoption.

Formuly is founded 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.

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.