The AI System of Record
for Financial Models

Provenance is the AI System of Record for financial models. It automatically captures every change made to your Excel models, generates intelligent diffs that understand formulas and dependencies, and requires human-readable explanations for every modification. Think of it as Git for spreadsheets, but built specifically for the complexity of financial modeling.

Provenance installs as a native Excel add-in that runs seamlessly in the background. You work in Excel exactly as you always have — no new tools to learn or workflows to change. The add-in automatically tracks changes, detects when formulas are modified, and prompts for explanations only when meaningful changes occur. It integrates with your existing infrastructure and requires no disruption to your team's current processes.

Provenance is priced per seat at the senior professional level — in line with the category of tools that practitioners at top-tier firms consider essential infrastructure. Think Bloomberg terminal, Intapp, or Datasite: specialized, high-trust software where the cost is a rounding error relative to the risk it mitigates and the time it returns. Pricing is available on request during the pilot process.

Security is our highest priority. Provenance is currently in the process of completing SOC 2 Type II and ISO 27001 certification. All data is encrypted in transit using TLS and at rest with automated key rotation. We offer both cloud and on-premise deployment options, allowing your data to remain fully within your infrastructure. We follow a minimal data approach, storing only what is necessary for version control and auditing. Full audit trails are maintained for compliance, and we implement least-privilege access controls with strict team isolation.

Provenance is in the process of completing SOC 2 Type II and ISO 27001 certification, supported by Vanta, with enterprise-grade security controls built from day one. We are hosted on Google Cloud, a trusted infrastructure platform used by governments and Fortune 500 companies worldwide. All data is encrypted in transit (TLS) and at rest, with automated key rotation.

Yes. Provenance supports both cloud and on-premise deployment. Data stays in your infrastructure with full encryption and access controls. You can deploy in your own VPC with no public cloud required, giving you complete control over your data. This is designed for firms with strict data residency and compliance requirements.

We implement least-privilege access controls with team isolation. Every action is logged with immutable, time-stamped audit trails that are exportable for compliance. Explicit permissions are required for access, and we maintain full separation between teams so sensitive deal data stays contained.

Provenance connects to the tools you already use: Excel (as a native add-in), Gmail, Outlook, Google Drive, Google Sheets, Slack, Microsoft 365, and more. Integration is done via one-click OAuth sign-in — no API keys, no IT tickets, no complex setup. Read-only scopes by default, and you can revoke access at any time.

Absolutely. We offer a pilot program where you can test Provenance with your actual financial models in a controlled environment. This allows you to evaluate the system with real workflows, real data, and real use cases before making any commitment. The pilot includes full support from our team, custom integration assistance, and detailed feedback sessions to ensure it meets your specific needs.

Generic AI hallucinates because it knows nothing about your firm. Provenance gives AI the full context of every model you have ever built — so it works like a senior analyst who has been on every deal, not a chatbot guessing in the dark. It can auto-checkpoint changes, trigger reviews when assumptions fall outside your firm's historical patterns, and benchmark deals against your entire model vault.