AI Financial Intelligence
Discover the why behind your data.
Data CouragePaid
Tracelight
by TracelightMicrosoft 365Price not published
Runs financial models, spreadsheet analysis, and model checks in Excel, with workflows extending to Word and PowerPoint.
PRICINGNot published
DEPLOYMENTCloud
CATEGORYAnalytics
UPDATED ON MARKETPLACE
What it does
Tracelight provides an AI agent for financial modelling and analysis in Excel. It supports model construction, data restructuring, analytical work, scenario testing. It can compare workbook revisions, map cell relationships, create HTML dashboards, and retain shared context across related files. Recurring procedures and firm-specific instructions can be stored for reuse.
Key capabilities
from the Microsoft Marketplace listingModel building
Supports model construction, data restructuring, analysis, and scenario testing through an Excel chat workflow.
Workbook auditing
Cell relationship mapping
Displays the cells feeding into or depending on a selected cell and creates model flowcharts.
Revision comparison
Compares spreadsheet revisions and identifies changed cells, formulas, and values.
Process storage
Saves recurring procedures as Workflows and firm-specific task guidance as Skills.
Style application
Derives formatting rules from a reference workbook and applies them to new Excel work.
HTML dashboards
Creates interactive HTML dashboards from Excel models.
Project context
Keeps related files, templates, conventions, and previous work together in Projects.
Use cases
- Share model analysis with stakeholders who do not need the source workbook.
- Reuse market sizing, LBO build-up, revenue mapping, or model standardisation procedures.
Who it's for
The listing names consulting firms, private equity teams, investment firms, and other consulting teams.
How it compares
Tracelight has an unknown pricing model and cloud deployment. AI Financial Intelligence, Financial Dashboard, and Advanced Financial Reporting are paid cloud products. AnalystPro and GorilaCORE have unknown pricing models and cloud deployment. Tracelight was updated in May 2026, while every listed alternative was updated in Aug 2026.
| Name | Pricing | Deployment | Updated |
|---|---|---|---|
| this plugin | Price not published | Cloud | |
| AI Financial Intelligence | Paid | Cloud | |
| Financial Dashboard | Paid | Cloud | |
| Advanced Financial Reporting | Paid | Cloud | |
| AnalystPro | Price not published | Cloud | |
| GorilaCORE | Price not published | Cloud |
In the catalog
1,267 plugins in Microsoft Teams · Analytics
Price distribution: 41 free, 55 freemium, 410 paid, 761 price not published
Pricing & deployment
Platform
Microsoft 365
Product
Excel
Deployment
Cloud
Pricing
Price not published
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What the vendor says
«AI Agent for Financial Modelling Tracelight is an AI agent for Excel, built for financial modelling and analysis. Use it to speed up your Excel workflows - from data cleaning, to analysis, to model audit. Tracelight also supports workflows across PowerPoint and Word, so you can take analysis from Excel through to the …»