AI-Powered Financial Modeling and Research
Eliminate hours of manual research and Excel work with our advanced AI platform that delivers high quality written research, financial models and valuations in minutes.
See Accelio in Action
Watch how our platform transforms financial modeling and research workflows.
Experience how Accelio helps analysts and investment professionals automate their workflows.
Powerful Research and Financial Modeling Tools
Our platform combines advanced AI with financial expertise to deliver high quality written research and financial models in minutes.
Knowledge Bases
Create custom knowledge bases or use pre-created ones to produce bespoke financial analysis and research.
Automated Financial Modeling and Valuation
Create financial models with the click of a button, which can be saved/exported and used to feed either a valuation analysis or as context for written research.
AI-Powered Research Automation
Canvas is a desktop-based research writing tool that lets users tap into knowledge bases to write high quality research and collaborate with AI.
How It Works
Our platform streamlines the credit/equity research and financial modeling process, from spreading financials to writing high quality research.
Coverage
The tool currently runs for the majority of US-listed businesses, with more advanced AI (LLM-based) analysis available for the NASDAQ 100. Users can also create their own knowledge bases to cover specific companies or industries.
Knowledge Bases
Use pre-created knowledge bases to produce bespoke financial analysis and research. Users can also create their own knowledge bases to cover private companies. Knowledge bases include 10-Ks, 10-Qs, annual reports and other relevant filings. All other system functionality can query these knowledge bases using RAG, adding relevant context to the modeling and research queries.
Financial Modeling and Valuation Automation
Our platform automates financial modeling by spreading historical financials and projecting future performance using:
- Statistical analysis of historical financials adjusted for chosen macroeconomic assumptions
- Advanced LLM analysis incorporating historical financials, and filings within the relevant knowledge bases
- LLM-based chat/voice interface for automated model adjustments
Research Canvas
Users can use the research canvas to write high quality research and collaborate with AI. The canvas is a desktop-based tool that lets users tap into knowledge bases to write research.
Subscription Plans
Choose the plan that best fits your financial modeling needs
FREE
Get started with basics
PRO
Best plan for at home enthusiasts
ENTERPRISE
Custom solutions for organizations