Offset

Offset is a plug-in that integrates AI-native financial modeling directly into Excel. Its importance lies in the fact that it greatly improves the efficiency of financial workers in financial modeling and analysis in Excel. The main advantages include automating tasks and saving a lot of time; it can quickly build DCF models, analyze files and generate insights with high accuracy and productivity. The product background is to solve the cumbersome problems faced by financial personnel when conducting complex financial analysis in Excel. Pricing information was not mentioned. The product positioning is to become the most accurate and productive Excel assistant in the world, helping users conduct financial modeling and analysis more intelligently.

Demand group:

["Financial analysts: Financial analysts need to perform a lot of financial modeling and data analysis work. Offset can help them quickly build DCF models, analyze financial statements, save time and improve the accuracy of analysis.", "Enterprise financial personnel: Enterprise financial personnel need to process various financial data and reports. Offset 's automation functions can help them improve work efficiency and reduce errors, while its data enrichment and real-time filling functions allow them to obtain accurate financial information in a timely manner.", "Investment managers: Investment managers need to evaluate and analyze different investment projects, Offset can help them quickly conduct financial analysis and scenario simulations to provide strong support for investment decisions. "]

Example of usage scenario:

Financial analysts use Offset to quickly build DCF models, analyze the company's intrinsic value, and provide a basis for investment recommendations.

Corporate financial personnel use Offset to automatically process ERP transaction data and generate accurate financial statements, saving a lot of time and energy.

Investment managers use Offset to conduct scenario analysis on different investment projects, evaluate risks and returns, and make more informed investment decisions.

Product features:

Automated tasks save time: Offset can automatically perform tasks that would otherwise take hours, allowing users to save 10 hours per person per week, greatly improving work efficiency.

Automatically create financial models: DCF (discounted cash flow) models, comparable company analysis (comps) and scenario analysis can be automatically created, eliminating the need for users to manually perform tedious calculations and data collection.

Data Enrichment and Live Population: Enrich your data and unlock context, automatically populating worksheets from real-time data sources without manually copying and pasting data.

Deep Analysis and Pattern Discovery: The ability to conduct deep analysis and run complex calculations quickly, revealing results and discovering patterns in your data faster than any formula can.

Uniform formatting and perfect presentation: Consistent styles, clean layouts, and perfect number formatting can be automatically applied so that financial statements can be presented perfectly anywhere.

Cell and data operations: Supports the creation or modification of cells, columns, rows or data, allowing users to flexibly process financial data.

Usage tutorial:

1. Install the Offset plug-in into Excel.

2. Open the Excel worksheet and prepare the financial data that needs to be processed.

3. Use different functions of Offset according to your needs, such as automatically creating DCF models, enriching data, running complex calculations, etc.

4. During the operation, make corresponding settings and adjustments according to the prompts.

5. After completing the operation, check the generated results to ensure the accuracy of the data and the standardization of the report.