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Backed byJackson Square Ventures

The AI System of Record
for Finance Teams

Take back control of your modeling workflow.

The Problem

Excel is ready for AI. Model review isn’t.

AI agents are making Excel feel like a black box.

Models are being updated faster than teams can review them — leaving VPs and MDs approving outputs they can’t fully trace or explain to clients.

DCF Model with collaborative review comments in Excel

The Product

Review models faster, avoid costly mistakes

Provenance works as an add-in within excel, preserving your current workflow. Nothing to migrate, nothing to relearn.

See what changed and its impact. Instantly.

Provenance highlights exactly what changed across models — assumptions, formulas, and outputs — and shows the impact on key metrics like EBITDA, IRR, revenue, and valuation, with zero manual digging.

Provenance dashboard showing change summary with business impact analysis

Review models in seconds.

Side-by-side comparisons for Excel. See every model change in seconds, not hours, and cut review time by up to 50% by instantly showing what changed and how it impacts key outputs.

Provenance Excel add-in showing version timeline with review statuses

Decide on changes at scale.

Avoid unnecessary back and forth. Quick accept/reject workflows let VPs and MDs give rapid feedback on analyst changes across Slack, Teams, email, and Outlook, while Provenance walks analysts through reviewer comments to ensure every requested change is implemented correctly.

Provenance review interface with accept, reject, and comment actions for model changes

Security

Enterprise-grade security, built in from day one.

Your models contain your most sensitive financial data. We treat security as a non-negotiable foundation, not an afterthought.

SOC 2 Type II(in progress)
ISO 27001(in progress)
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