Find the right AI tools for any job, task or industry.SToolPricing not verified
ShortcutAI Excel agentAI agent for Excel that builds and edits spreadsheets, formulas and LBO, DCF and three-statement models.
Analysts and finance students building Excel models.
AI SKILLS · Finance, accounting & investment
Build and check financial models with AI
Use AI to draft three-statement, DCF and budget models, then test their structure, formulas and assumptions.
Why this skill matters
Spreadsheet errors are common and an AI-built model can look complete while hard-coding numbers or breaking links.
What to learn
- Separate inputs, calculations and outputs and label every assumption
- Check that statements balance and cash ties across periods
- Stress-test key drivers and document sensitivities
Before you begin
Accounting statements and intermediate Excel
PUT IT INTO PRACTICE
Build a work sample
Have an AI tool draft a three-statement model for a fictional company, then audit it for hard-codes, broken links and balance errors before running sensitivities.
Evidence of progress
A corrected model with an error log, checks tab and sensitivity table.
This exercise is an original ToolGrail suggestion. Use public, synthetic, or approved data.
LEARNING RESOURCE
ICAEW Excel Community (background on spreadsheet good practice)
ICAEW · Resource checked 2026-11-13
Open learning resource ↗This may be documentation, a framework, or a training path. Product access, accounts, or paid licenses may be needed for hands-on exercises.
Tools you could practice with
Chosen by an editor because they support this exercise. They are examples, not requirements or endorsements: use a tool you already have access to, with synthetic or approved data, and check its evidence level.
MToolPricing not verified
MacabacusExcel and PowerPoint add-inExcel and PowerPoint add-in for financial modelling and presentation workflows, with AI deck review and writing help.
Bankers and PE professionals building models and pitch books.
DTool + MCPPricing not verified
DaloopaFinancial data automationFinancial data and AI automation for the public-equity investment research cycle.
Equity research and buy-side analysts maintaining models.
CTool + MCPPricing not verified
CubeFP&AAI financial intelligence platform for FP&A teams working in spreadsheets, browsers and chat.
FP&A teams that want to keep working in Excel or Google Sheets.
Skill descriptions, exercises, and priorities are editorial. They are not professional qualifications or guarantees of employment. Read our skills methodology →