Modeling agent
View how to build connected financial models in plain English, change them without consultants and bring Excel models across without rebuilding them.
How the modeling agent works in Drivetrain
It all starts with your ERP data or an existing spreadsheet. Build your base model once, then here’s everything you can do with it.
Start from an empty workspace with your ERP connected
- No reports, metrics or models need to exist beforehand.
- The agent works from the source systems already connected to Drivetrain.
Ask for a full three-statement financial model
- Describe the model you want in a single plain-English request.
- The agent reviews connected datasets and the chart of accounts, then works out the statements, assumptions and supporting schedules needed.
- It shows its progress, asks clarifying questions and checks with you before key actions.
Review the statements, assumptions and mapped actuals
- Get an income statement, balance sheet, cash flow statement and forecast assumptions, linked together.
- Historical actuals from the ERP are already mapped into the model.
Extend the model with a connected ARR waterfall
- Ask for an additional model, such as an ARR waterfall, in the same conversation.
- The new model links to the existing financial model, so changes to its assumptions flow into the revenue forecast.
Add new revenue drivers in plain English
- Describe the business logic you want, the way you'd explain it to a colleague.
- The agent updates the formulas and carries the change through the connected statements.
Create a depreciation schedule tied to the balance sheet
- Ask for a supporting schedule and say where it should connect.
- The agent builds the schedule and links it into the balance sheet.
Rebuild an existing Excel model from an upload
- Upload a spreadsheet you already use, with its assumptions and structure.
- The agent reconstructs the model inside Drivetrain, keeping the logic your team built.
How Drivetrain simplifies financial modeling
Bring your existing Excel models into Drivetrain without rebuilding them from scratch.
Change model logic in plain English, without waiting on a consultant or admin.
Add new models and schedules that stay linked to your financial statements.
FAQs
What does Drivetrain need to build a three-statement model?
A connected ERP. Drivetrain reviews the available datasets and chart of accounts, builds the income statement, balance sheet, cash flow statement and forecast assumptions, and maps historical actuals into the model.
Does Drivetrain ask before it changes a model?
Yes. Drivetrain shows its progress, asks clarifying questions and checks with you before key actions.
Can Drivetrain add a new model that connects to an existing financial model?
Yes. A model such as an ARR waterfall links to the existing financial model, so changes to its assumptions flow into the revenue forecast and the connected statements.
Does Drivetrain require writing formulas to add drivers or schedules?
No. Describe the logic in plain English, such as new revenue drivers or a depreciation schedule, and Drivetrain updates the formulas and links.
Can Drivetrain rebuild an existing Excel model?
Yes. Upload the spreadsheet and Drivetrain reconstructs the model, keeping its assumptions, structure and logic.
See Drivetrain in action
Fewer spreadsheets, faster planning, better decisions.
