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Property development · AccessEXL + Claude

Secure access to property development models

Let executives, project managers, banks and investors query complex development models through Claude while the modelling team keeps control.

The challenge

You're Head of Financial Modelling at a large property developer. Your team's models cover feasibility, profitability, cash flow and financing for every major development. Only skilled modellers can run them safely, and they hold sensitive information such as salaries and confidential assumptions.

Project managers and executives constantly need answers from them, and banks, investors and joint venture partners sometimes need access too. Your team has become a bottleneck for routine requests.

The solution

1

Connect your models

Keep the models in SharePoint and use AccessEXL to expose only approved inputs and outputs.

2

Enable internal AI access

AccessEXL agent capabilities let authorised staff use Claude to find and work with the right models.

3

Empower decision-makers

Staff ask questions, adjust assumptions and analyse profitability and cash flow without opening the spreadsheets.

4

Provide external access

Give banks, investors and partners individual API keys that expire, for specific models and set periods.

5

Monitor everything

AccessEXL reports show each model's status, how often it's used and what people are asking.

What people ask Claude

Development manager

“How would a six-month construction delay affect the profitability and funding requirements of our Riverside project?”

Investor with authorised access

“What happens to the project's equity returns if construction costs increase by 8%?”

The results

BeforeWith AccessEXL
Your team handles most requests
Staff run their own scenarios
Delays obtaining financial insights
Answers available on demand
Sensitive information limits sharing
Controlled access to approved data
Difficult to share models externally
Individual, expiring access keys
Limited visibility into model usage
Central reporting and monitoring

The key takeaway

You don't need to simplify your models, send out confidential spreadsheets or build a separate app for every stakeholder. AccessEXL makes your existing Excel models secure, discoverable and centrally monitored decision-making tools.

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