Financial modelling has evolved. Gen 6 closes the gap.
Financial modelling has evolved significantly over the past decades. Many of the models that are built by finance professionals either lack the best practice or investment banking grade quality. AI has also come leaps and bounds to provide an unparalleled experience for those wanting to get more value from their financial models. The 6th Generation of Financial Modelling solves all of those gaps in one uniform platform.
We fix that gap from source to boardroom, one pipeline.
Expert-built financial models with AI-powered delivery: board-ready slides generated automatically, interactive HTML dashboards published instantly, all orchestrated by Claude agents from one human-crafted source.
Reporting takes days, not hours.
The model’s finalised. Then someone spends days copying numbers into slides, reformatting charts, chasing the board template.
Nobody's fully sure the deck matches the model.
Hardcoded numbers and broken links creep in over time. By reporting day, no one can say for certain the slide matches the spreadsheet.
Board packs arrive dead on arrival.
A static PDF can’t answer “what if revenue drops 10%” that means another week’s wait for a rebuilt scenario.
Locked into a planning tool you don't control.
Anaplan, Board, Adaptive the model logic sits behind someone else’s interface, and switching feels impossible.
One human-built model. Everything else, automated.
Gen 6 keeps the model exactly where it should be: built by a skilled human, to audit-grade Excel standards, zero hardcoding. Everything downstream is agent-driven Claude generates the board deck, publishes the interactive dashboard, and keeps every number traced back to one source of truth. Change an assumption once, and it cascades everywhere it needs to.
What you actually get
One financial model, delivered to you in three different ways. You don’t have to choose between them they all come from the same source, so everything below is included together, not separate options to pick from.
Excel Cloud Financial Engine
This is your financial model. Built by hand, by a qualified person, so every number can be trusted. This is where all your numbers live, and everything else comes from here. What you get: a real, working model of your profit, your balance sheet, and your cash flow.
Automated Board Pack
Once your model is ready, the board presentation is put together automatically, straight from it. So the slides always match the model. What you get: a board-ready presentation, done for you, with nothing to double-check.
Board-Ready Web Report
Instead of a PDF, your board gets a live web page. They can open it on any device and click into any number for more detail. What you get: a report that’s always current, and easy to explore.
How we work together — the 4D process
Four phases. Clear boundaries. Our goal is to make you self-sufficient not dependent on us.
Diagnose
Understand your current state, pain points, data sources, and the decisions the model needs to support.
Design
Scope the model architecture components, drivers, scenarios, outputs before a formula is written.
Develop
Skilled modellers build to EXL Cloud standards, agents generate the deck and publish the dashboard.
Deploy
Training, implementation, handover. Your team runs the model. Ongoing support only if you need it.
Why you can trust it
01 — Single Source of Truth
Every number in the deck and dashboard traces to a formula in the model. Change one assumption it cascades everywhere.
02 — Audit-Grade Standards
EXL Cloud conventions enforced: zero hardcoding, blue inputs, black formulas, validation checks, change log, error sheet.
03 — Hours → Minutes
The manual cycle of copy→paste→format→email for slides and reports takes days. The agent pipeline automates delivery.
04 — Interactive by Default
Board members get a URL, not a PDF. Drill into any number. Toggle scenarios. Read AI-generated commentary in context.
05 — Skills-Driven Quality
80+ custom Claude skills encode EXL Cloud formatting rules, validation logic, and reporting standards.
06 — Repeatable & Scalable
Run the same pipeline for 10 entities, 12 months, 3 scenarios. The architecture doesn’t fatigue it just executes.
Stuck in a non-Excel planning tool?
Free migration included. Non-Excel planning tools lock you into their ecosystem. Legacy models built without standards are just as limiting. Every Gen 6 project includes a free migration into open, audit-grade Excel.
FAQ
What is 6th Generation (Gen 6) financial modelling?
Gen 6 is the latest step in the evolution of financial modelling. The model is still built by expert humans to audit-grade standards, but delivery is AI-orchestrated Claude agents automatically generate the board deck and publish an interactive dashboard from that single source.
Does AI build the financial model?
No. The Excel model is human-crafted to EXL Cloud standards with zero hardcoding. Claude assists inside the spreadsheet and automates everything downstream slides, dashboards and handoffs but it does not replace the modeller.
What do I actually receive with Gen 6?
A human-built 3-way Excel model, an automatically generated PowerPoint board pack, and a live interactive HTML dashboard published to a URL your board can open on any device.
Is migration from my current tool included?
Yes. Every Gen 6 project includes a free migration out of non-Excel planning tools or legacy spreadsheets into open, audit-grade Excel. No lock-in.
How does the delivery process work?
Through the 4D process Diagnose, Design, Develop, Deploy designed to make your team self-sufficient and able to own and operate the model independently.