Does the agent work directly with Excel files?

The agent analyzes data you describe or paste into chat and generates text drafts and structures. It does not write directly to Excel files — you apply the final numbers yourself.

Can I track multiple projects or business units simultaneously?

Yes. The agent stores context for each project and switches by your command. Data from different projects is kept separate and never mixed.

How much does it cost, and is there a free trial?

Start with Lite for $4/mo with $2 AI credits included and cancel anytime. Starter plan is $19/mo. Includes all helpers: model builder, variance analyst, dashboard drafter, and board presenter.

Does the agent understand IFRS vs. US GAAP differences?

The agent is trained on both frameworks. Specify which standard you work under and it will adapt draft structures and terminology accordingly.

Is it safe to share company financial data with the agent?

Data is encrypted in transit and at rest and never shared with third parties. We recommend anonymizing sensitive data — use company code names rather than legal names when describing scenarios in chat.

AI Financial Analyst Assistant

AI financial analyst assistant: financial models, KPI dashboards, and board decks — without the Excel marathon

Q: Can the agent make errors in model calculations?

Yes — all outputs are drafts for your professional review. Never use figures from the agent in final reports without verifying them against your source model. The agent speeds up preparation; accuracy responsibility remains yours.

OpenKlo handles the grind for financial analysts: automates model updates, consolidates data from multiple sources, drafts board presentations, runs variance analysis, and builds scenario notes — all through Telegram or the browser. $19/mo, no DevOps.

Launch AI Financial Analyst Assistant

366k+⭐ OpenClaw on GitHub

<5minutes to launch

Sound familiar?

What's eating your time

Every financial model update means hours of manually pulling data from ERP, bank statements, and department reports

Data is scattered across systems — consolidating it into one view is a task in itself

Board and investor presentations take days to prepare instead of hours

Scenario and sensitivity analysis is done by hand, slowing down decision-making

KPI dashboards across business units go stale faster than they get updated

What AI Financial Analyst Assistant teams do every day

Updating financial models and consolidating data from multiple sourcesPreparing variance analysis with management commentaryDrafting KPI dashboards across business unitsBuilding board and investor presentation decksForecasting cash flow and flagging liquidity risksRunning scenario analysis to support strategic decisionsMonitoring financial metrics and flagging deviations

Capabilities

What your AI agent can do

Financial Model Automation

Help structure and update financial models: collect input data, check formula logic, and produce versioned draft outputs.

KPI Dashboard Drafting

Generate a KPI dashboard structure across business units from entered data: revenue, margin, EBITDA, and turnover ratios.

Variance Analysis

Compare actuals vs. plan, highlight deviations, and draft management commentary on the gaps.

Board Presentation Prep

Draft structure and talking points for board, investor, or shareholder presentations from your data inputs.

Cash Flow Forecasting

Build a draft cash flow forecast from historical data and stated assumptions, flagging liquidity risks.

Scenario & Sensitivity Notes

Generate base / upside / stress scenario notes and a sensitivity table showing how key metrics move with each assumption.

Subagents

AI subagents OpenKlo can create for you

OpenKlo proposes role-specific subagents based on your activity and connected tools.

Model Builder

Helps structure, update, and version financial models from entered data

Update the model: April revenue $1.2M, variable costs $410K
Check the three-statement model structure for logical errors
Create a stress-scenario version of the model

google-drive

Variance Analyst

Compares actuals vs. plan, highlights deviations, and drafts management commentary

Variance report on revenue and EBITDA for Q1
Which cost lines exceeded budget by more than 10%?
Draft a gross margin deviation explanation for the CFO

google-drive

gmail

Dashboard Drafter

Generates a KPI dashboard structure from entered data and suggests visualizations

Build a KPI dashboard for 3 business units: revenue, margin, EBITDA
Add a receivables aging block to the dashboard
Suggest liquidity monitoring metrics

google-drive

notion

Board Presenter

Drafts structure and talking points for board presentations and investment materials

Talking points for the CFO's quarterly board presentation
Investment memorandum structure from provided data
5-slide H1 executive summary

google-drive

gmail

Approval-based execution

OpenKlo suggests helpers matched to your analytical workflows. Sending reports, distributing materials, and any external action require your explicit approval — the agent works as your analytical draft engine, not an autopilot.

Works with your tools

Gmail

Google Drive

Google Sheets

Notion

Browser

How it works

Get started in a few steps

Sign up and connect your tools

Create your OpenKlo account, pick the $19/mo plan, and connect Google Drive, Gmail, and Telegram via OAuth.

OpenKlo recommends helpers for your work

Based on your activity, OpenKlo suggests activating: model builder, variance analyst, dashboard drafter, and board presenter.

Upload data or describe your model

Attach a data file in Telegram or describe the model structure in text — the agent identifies gaps and clarifies assumptions.

Request analysis and slide drafts

Say 'variance analysis on EBITDA for Q1' or 'draft board presentation talking points' — the agent returns a structured draft.

Run scenario analysis

Ask 'show three scenarios with revenue ±20%' — the agent generates a table with key metrics for each scenario.

Review and approve before sharing

All drafts wait for your explicit approval. The agent never sends materials or modifies source files without your command.

Monitor KPIs through conversation

Ask 'which business units are off plan?' — the agent answers with a summary based on loaded data.

FAQ

Frequently asked questions

Yes — all outputs are drafts for your professional review. Never use figures from the agent in final reports without verifying them against your source model. The agent speeds up preparation; accuracy responsibility remains yours.

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Launch your AI Financial Analyst Assistant in 3 minutes

OpenKlo creates role-specific subagents for your workflow. No VPS, no DevOps — live in your browser in minutes.

Launch AI Financial Analyst Assistant

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