01 Capture
Every meaningful change, recorded.
Provenance lives inside Excel and PowerPoint. Each version keeps the author, the reason, and the exact state of the file.
The trust layer for financial work.
Capture the version, understand the impact, verify the evidence, and preserve the decision across every model and deck.
Works seamlessly with
- Excel
- PowerPoint
- OneDrive
- SharePoint
- Dropbox
- Box
- Google Drive
- Slack
- Microsoft Teams
- Excel
- PowerPoint
- OneDrive
- SharePoint
- Dropbox
- Box
- Google Drive
- Slack
- Microsoft Teams
- Excel
- PowerPoint
- OneDrive
- SharePoint
- Dropbox
- Box
- Google Drive
- Slack
- Microsoft Teams
The product
From first edit to final sign-off.
02 Understand
See what moved, and what it moved.
The redline traces a changed driver through valuation, cash flow, and every output it touches.
03 Compare
Sign off change by change.
Base and current sit side by side with every changed assumption called out.
Excel add-in
The record starts in the workbook.
Provenance sits beside the model. It flags what looks wrong, shows exactly what changed since the last version, and saves that version with the reason attached — without leaving Excel.
The Assistant
Ask the deal. Get the evidence.
The Assistant answers from your models, documents, and history — and every answer links back to the exact version it came from.
Security
Built for the most sensitive files a firm has.
Encrypted in transit and at rest, least-privilege access with organization and project isolation, and a tamper-evident trail of every change and review decision.
- SOC 2 Type II
- In progress
- ISO 27001
- In progress
- Continuous monitoring
- Vanta