Upload raw financials.
Download a client-ready model.
Surgepoint transforms your raw financial files into finished, formula-driven Excel models. No manual cleanup. Done in minutes.
First build free — no credit card required.
How it works
Three steps from raw file to client-ready deliverable.
Upload your files
Drop in your raw financial data: income statements, balance sheets, cash flow exports, or anything you have. Surgepoint accepts Excel, CSV, and PDF.
Review the AI interpretation
Surgepoint maps your data to a normalized model structure. You review the column mappings and confirm the numbers before anything is written.
Download your model
Receive a finished, formula-driven Excel workbook — fully formatted, with charts and projections — ready to attach to a client email.
Ready to build your first model?
Upload your files and get a finished Excel model in minutes. Your first build is on us.
Then $1,000/month for unlimited builds.