Let accounting and advisory clients ask their own financial model questions through Claude, every day, without touching the spreadsheet.
You're a partner in an accounting firm or a Fractional CFO, and you've built sophisticated financial models customised for each of your key clients. They show profitability, cash flow and the financial impact of business decisions.
But they're complex and need a skilled accountant to operate. Your team only updates them a few times a year, so clients get valuable forecasts but can't use the models for everyday decisions, and you don't want to hand them spreadsheets they could accidentally damage.
Your accountants create client-ready copies of their financial models.
AccessEXL exposes only selected inputs and outputs, protecting the underlying formulas.
Each client securely reaches their own model through a simple conversation.
Clients ask questions, adjust assumptions and see the impact on cash flow and profitability.
You still run in-depth annual reviews and update each model as the client's business changes.
“What happens to our cash flow if we hire two additional employees next month?”
“Can we afford to purchase $250,000 of equipment without increasing our borrowing?”
You don't need to rebuild your models or develop a custom client portal. AccessEXL turns your existing financial models into secure, AI-accessible advisory tools, extending the value of your expertise throughout the year.
Download the PDF Connect your first workbook