Jul 12, 2026

Offset

AI-native financial modeling in spreadsheets for speed and precision.
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Overview
What is Offset?

Offset brings AI-native financial modeling directly into Spreadsheets (specifically Excel). It allows users to build DCFs (Discounted Cash Flows), analyze filings, enrich data, and generate insights with speed and precision. It also enables pulling real-time data to auto-populate sheets without manual copy-pasting.

AI-native financial modeling in spreadsheets for speed and precision.

Core Features
AI-native financial modeling
Build DCFs, valuations, and forecasting tools
Analyze SEC filings and public data
Enrich data with real-time information
Automated formatting and reporting
Popular Use Cases
  • Building Discounted Cash Flow (DCF) models
  • Performing
How to use
  • Users can leverage Offset to build financial models like DCFs
  • perform valuations
  • create forecasts
  • analyze financial filings
  • and enrich their data directly within their spreadsheets. It facilitates pulling real-time data to automatically populate sheets
  • eliminating the need for manual copy-pasting. The tool also offers features for automated formatting and reporting.
Pricing
Offset uses a Freemium pricing model. Pricing and features may change over time.
Pro
$30 per month
Unlimited models and scenarios, DCF, valuations, and forecasting tools, Automated formatting and reporting, Integration with SEC filings and public data. Includes a 7-day free trial.
Enterprise
Custom
On-premise AI routed to your VPC, Custom model development, Enterprise-grade privacy & security, Dedicated support.
Deal / Coupon
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Related Tags
AI WritingContent GenerationResearchEmail WritingSummarizationRewritingAcademic ResearchBrowser ExtensionFreemium
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