Stop Working. Start Thinking

Eliminate manual friction in Excel and PowerPoint. Formatric automates data visualization, document analysis, and alignment so you can focus 100% on strategic insight, not friction.

3-Step procedure

Secure Document Processing

Financial modeling in Excel

Increase the ROI of every slide you make

At Formatric, we’re building the future of productivity for financial professionals.

Our AI-native platform enhances workflows across Excel and PowerPoint, streamlining everything from formula creation and data visualization to document analysis and presentation alignment. Built with and for analysts, Formatric eliminates manual friction, enabling users to focus on high-impact thinking rather than repetitive tasks.

Whether you’re building models, analyzing documents, crafting storylines, or polishing decks—Formatric operates as your invisible co-pilot. Designed for professionals in investment banking, private equity, and consulting, it blends precision with performance to help teams move faster, think clearer, and deliver at a higher standard. We believe that superhuman analysts don’t work harder—they work smarter.

That’s why we built Formatric. Available soon on Microsoft AppSource.

Choose what works best for you

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