Transform your team's Excel workflows
See your spreadsheet in a new light. Excel at any task.
TRUSTED BY PROFESSIONALS AT
Trusted by finance advisory
firms across the globe
TabAI is like giving every finance professional an Iron Man suit—it's supercharged our services and transformed how we deliver value to clients.
CEO of Model Citizn
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Our analysts are now free to focus on high-value advisory work instead of getting bogged down in manual data manipulation.
Principal
Capital Advisory Firm, NYC
We've scaled our deal analysis capacity without adding headcount. It's become essential infrastructure for us.
Director
Private Credit, Boston
We were paying a BPO thousands monthly to turn PDFs into usable Excel. Switched to TabAI and cut that cost by 80%. Plus our junior staff can handle it themselves now.
Managing Partner
Regional Accounting Firm
Your client serving workflows, supercharged
Connect Quickbooks, Xero, PDFs, images, web search directly to Excel for powerful finance and accounting workflows.
ACCURATE DATA INPUTS
Data Dump to Structured Excel
From repetitive data room chaos to consistent model-ready inputs
AI CO-WORKER
Formula Builds & Web Searches
From internal & external data sources to deep business insights
WORKFLOW SAVER
Workbook Revision & Template Fills
From filling up Excel templates repetitively to team-based workflow sharing
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POLISHED DELIVERABLES
Review & Board-Ready Presentation
From formula glitches and human errors to consistent client-ready deliverables
Transform your end to end workflows and processes
BEFORE
Manual copy-paste from PDFs and exports
High error risk from hardcoding
Hours lost transcribing into Excel
AFTER
Convert days of transcription into minutes
Automatically converts PDFs and images into Excel — formula-ready, linkable, and analysis-ready.
Up to
99%
faster
Up to
60x
more documents processed
SECURITY & TRUST
Your data security is our top priority
Enterprise-grade security standards and transparent AI practices protect your most sensitive financial data
Enterprise-Grade Security
SOC 2 Type II (in progress) and Vanta-audited—security built for the standards of the most demanding enterprises.
View security status
Military-Grade Data Protection
AES-256 encryption at rest, TLS 1.3 in transit, and zero-trust architecture with 24/7 monitoring—protecting your most sensitive information.
Transparency & Responsible AI
Results you can review and control. We encourage double-checking, backups, and professional oversight—so you're always the decision-maker.
