Frequently asked questions

Provenance is the AI System of Record for Finance Teams. It automatically captures every change made to your Excel models, shows exactly what changed between versions in a way that understands formulas and dependencies, and requires a plain-English reason for every modification. Think of it as a complete, reviewable history of your models, 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, with 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 and at rest with automated key rotation. We follow a minimal data approach, storing only what is necessary for the version history and audit trail. 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. Data is encrypted in transit and at rest, access is role controlled, and organization and project boundaries are enforced throughout the application.

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 works inside Excel and PowerPoint, with connected review and notification workflows for Slack, Microsoft Teams, Outlook, and email. Each integration uses explicit permissions and can be disconnected by an authorized administrator.

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.