The analyst that lives in your spreadsheet.
Optivise builds models, reconciles messy data, and answers questions about your workbook in plain language — natively inside Excel.
Not a chatbot bolted on. It works in your sheet.
Install once and Optivise opens in your task pane — reading the ranges you point at and writing changes straight into the workbook.
Optivise · live in ExcelFrom raw data to board-ready, without leaving the grid.
Optivise doesn’t autocomplete cells. It does the analyst’s work — reading, reconciling, modeling, and answering — at a level that holds up in front of an investment committee.
Reads anything, misses nothing
Point it at a 200-page filing, a scanned PDF, or a messy board deck. Optivise pulls every figure straight into your model with surgical precision — and cites exactly where each number came from.
A pod of analysts in one prompt
Behind a single instruction, Optivise deploys specialized sub-agents that clean data, reconcile workbooks, repair broken formulas, and standardize tables — all in parallel. A night of grunt work, done in a minute.
Models that look partner-made
Three-statement models, DCFs, LBOs, operating cases — structured, formatted, and presentation-ready from a single sentence. The kind of build that used to cost a weekend.
Answers you can put your name on
Ask anything about your workbook and get an answer tied to the real cells — with the reasoning and the sources sitting right beside it. No hallucinated figures, nothing you can’t defend in the room.
Fluent in the tools your desk already runs on.
Optivise knows the formula languages of the terminals you already pay for, and pulls live data directly from the sources that don’t need a subscription.
Product names and trademarks are the property of their respective owners. Terminal data access requires your own active subscription.
Tuned to how your team actually works.
Investment banking
Models, comps, CIMs, and IC materials — faster across the deal.
Private equity
From sourcing to diligence to portfolio reporting, in your templates.
Corporate finance
FP&A, budgets, and board decks — reconciled and presentation-ready.
Built for financial trust.
Enterprise-grade privacy and data protection, built into every layer of Optivise.
No training on your data
Your spreadsheets and prompts are never used to train models. We run on enterprise API terms that prohibit it.
Never sold, never shared
We don't sell, rent, or trade your data. It's used only to answer your request — nothing else, ever.
Encrypted everywhere
Encrypted in transit with TLS and at rest with AES-256. Your data is protected at every step of the way.
GDPR compliant
Built to meet EU GDPR requirements for how your data is accessed, handled, exported, and deleted.
CCPA ready
Aligned with California's CCPA consumer-privacy rights, including the right to access and to deletion.
Delete anytime
Close your account whenever you like and we permanently remove your account and associated data.
Everything Optivise does happens right inside Excel — on the workbooks, formulas, and models you already live in. Nothing to export, no macros, no new tool to learn.
Optivise, native to Excel
Install the add-in once and Optivise lives in your task pane — reading the ranges you point it at and writing changes straight into your sheet, every edit in view.
Download Add-inFree to install · Excel on web & desktopStart free. Scale when you do.
Free
Get started
5,000 credits/month
- Core Optivise access
- 5,000 credits included
- Community support
Pro
For power users
- Full Optivise capabilities
- Priority support
- Advanced model access
- Unlimited spreadsheets
Enterprise
For teams
Unlimited credits
- Everything in Pro
- Unlimited credits
- Dedicated support
- Custom SLA
- SSO integration
Frequently asked
Does Optivise work inside Microsoft Excel?
Yes. Optivise is a native Microsoft Excel add-in — install it once from Microsoft AppSource and it opens in your task pane on Excel for the web and desktop. It reads the ranges you point it at and writes changes straight into your workbook, with every edit visible.
What can Optivise do in a spreadsheet?
It builds and audits financial models — three-statement models, DCFs, comps, and schedules — reconciles messy data across sheets, extracts figures from PDFs and filings, and answers plain-language questions about your workbook. It writes live formulas, not hard-coded values.
How is Optivise different from Microsoft Excel Copilot?
Optivise is finance-native and works on your real workbook, not a chat preview. It pulls SEC EDGAR filings, market data, and economic indicators directly into the sheet, cites every external number, and keeps each edit reviewable so you can check its work.
Is Optivise an alternative to Shortcut AI or Formula Bot?
Yes. Like Shortcut, Optivise is a full AI agent inside Excel rather than a formula generator like Formula Bot. It focuses on finance work — modeling, reconciliation, and cited research — and lets you choose the AI model or connect your own AI subscription.
Does Optivise use my data to train AI models?
No. Your workbook data is never used to train models. It is encrypted in transit with TLS and at rest with AES-256, and Optivise is aligned with GDPR and CCPA.
How much does Optivise cost?
There is a free plan with 5,000 credits a month. Paid Pro plans are credit-based and billed monthly or annually, and Enterprise is custom with SSO, unlimited credits, and a dedicated SLA. See the pricing page for current rates.
Does Optivise cite its sources?
Yes. When Optivise pulls in web results, SEC filings, or market data, each figure comes back with an inline citation to where it came from — so numbers in your model trace to a real source you can verify.
Put Optivise to work this afternoon.
Free to install. No macros, no setup.