A page of a PDF.
Located as p. 29. In a PDF table, down to the cell's position on the page.
Platform
What runs under the review.
An add-in where the work happens, a data room that reads every page, and a record of every version, held to the access rules of the deal.
01 Excel add-in
The add-in where the model already lives.
A task pane in Excel and PowerPoint. Verify the workbook, save the version with its reason, and see what changed, without leaving the file.
Install it from the Add-ins button in Excel, listed on Microsoft AppSource for Excel and PowerPoint since July 2026. Where a firm's IT blocks the Office Store, upload a new version in the web app or take it from a connected drive, and review it there.
- In Excel
- Verify workbook, on the ribbon
- In PowerPoint
- Capture deck, on the ribbon
- Install
- Microsoft AppSource, from the Add-ins button
- Without the add-in
- Upload a version in the web app, or take it from a connected drive
- Before anything is written
- A person accepts each fix or suggestion
02 Document ingestion
The data room, read once.
Connect it or upload it, and every page is read, indexed and searchable inside the deal.
The CIM, the financial statements, the diligence reports and the models all sit in one room. Search reaches inside the documents, not just their names.
- CIMs, audited statements, QoE and diligence reports
- XLSX, XLSM
- Models and supporting schedules
- PPTX
- Board decks, IC decks, management presentations
- DOCX
- Memos and reports
- HTML
- Filings saved from the web
- CSV, TXT, MD
- Exports and notes
03 Figure extraction
Every figure, with the page it came from.
Figures are extracted from each document with their location, so any number can be opened at its source.
A slide of a deck.
Located as slide 3.
A cell of a workbook.
Located as Valuation!B19.
That location is what the source link and the Assistant point to.
04 Model history
Every version of every model.
Organized by deal, then model, then version, each with its author, its time and its reason.
- Organization
- Deal
- Model
- Version
Compare any two versions, or any two Excel, PowerPoint or PDF files without setting up a deal: what changed between the file you sent and the file that came back.
05 Data connectors
The drives your deal already lives on.
SharePoint, OneDrive, Box, Dropbox and Google Drive, plus file and folder upload. Nothing to migrate.
- SharePoint
- OneDrive
- Box
- Dropbox
- Google Drive
- Excel
- PowerPoint
- File and folder upload
Point Provenance at the folders where the models and deal documents already sit. Excel and PowerPoint connect through the add-in.
06 API
Provenance inside the AI tools your firm approves.
An MCP connector lets an approved assistant read your deals, workbooks and data room, and save a new version of a workbook, under the same permissions as the person using it.
What it can do
- Read deals
- deal:read
- Read workbooks
- workbook:read
- Read the data room
- data_room:read
- Save a new version of a workbook
- workbook:write
How access works
- Sign-in
- OAuth 2.1 with PKCE
- Access tokens
- Last one hour
- Grants
- Last at most 30 days, revocable at any time
- Registered clients
- Claude and ChatGPT
Org admins can also send Provenance events to their own systems through outbound webhooks.
07 Security and access
Held to the access rules of the deal.
Being in the firm is not the same as being on the deal.
Read the security overviewAccess by deal.
Granted per deal and enforced on every request, with database row-level security behind it.
Your sign-on.
Microsoft or Google single sign-on, with your firm's MFA enforced.
Roles you control.
Admin, Analyst and read-only Viewer on each deal. Any grant can be revoked at any time.
See it on your own model.
A thirty-minute walkthrough on a model like yours, with the founding team.