Upgrade your Excel.
UpModelOS turns the Excel models your business already relies on into a governed, secure system, with no rebuild. The same formulas run with access control, an audit trail, one official version, live data and controlled AI.
Runs on your own servers, inside your environment.
| A | B | C | D | |
|---|---|---|---|---|
| 1 | $ millions | FY25 A | FY26 F | FY27 P |
| 2 | Revenue | |||
| 3 | Gross profit | |||
| 4 | Operating expenses | |||
| 5 | EBITDA | |||
| 6 | Net debt | |||
| 7 | Leverage (x) |
Your most important models live in files.
Forecasts, budgets, deal models and portfolio reporting run the business. They also sit on shared drives and in email, with no control over who opens them or what changes.
- No access controlAnyone with the file can see and change everything.
- No record of changesNothing shows who changed what, or when.
- Too many versionsCopies multiply, and no one is sure which file is real.
- Manual dataNumbers are pasted in by hand from other systems.
- No safe way to use AIPasting a model into a chatbot puts your data and your controls at risk.
- Slow workbooksLarge models take too long to recalculate.
- 2027 Plan v14 FINAL.xlsxFP&AMon 4:12 PM
- 2027 Plan v14 FINAL (2).xlsxControllerMon 5:47 PM
- 2027 Plan v15 CFO edits.xlsxCFOTue 8:03 AM
- 2027 Plan v15 use this one.xlsxDeal teamTue 9:30 AM
- Copy of 2027 Plan v15 use this one.xlsxAnalystTue 11:15 AM
Familiar? The usual fix is a planning platform, which means rebuilding every model in a new system and language, with a long, expensive implementation.
Keep the model. Add the controls.
No new language, no rebuild and no retraining. Your team's formulas keep working, and the model gains the controls finance has always needed.
Upload the workbook
Bring in the Excel model you already use. There's nothing to rebuild or translate.
It runs on the UpModelOS engine
The same Excel formulas calculate on our engine, inside your environment.
Govern, connect and report
Set permissions, keep one official version, feed in live data, connect your AI and send results to your reporting tools.
What your models get
One platform for the Excel models your business depends on.
Runs your Excel models as they are
Upload the workbook and it runs with the same Excel formulas. No new language and no rebuild.
Permissions down to the cell
Control who sees and edits each model, down to individual cells. AI agents are limited to the permissions of the person using them.
An audit trail no one can edit
Every change is logged. Users and admins cannot edit or delete the log.
One version of the truth
One official copy of each model, with full version history.
Linked models stay live
References between workbooks stay connected inside the platform.
Live data from your systems
Scheduled feeds bring data from your business systems straight into model cells. No more pasting.
Reporting your way
Produce reports in the format you need, and send live feeds to BI tools such as Power BI, Tableau and Excel.
Faster recalculation
Large models recalculate faster than they do in Excel.
VBA, macros and Power Query are not supported. In a demo, we'll review your workbooks with you and point out anything that needs attention.
Bring your own AI, under your rules
Connect the AI your team already uses to your models. It works inside the same permissions as everyone else.
- Works with Claude, ChatGPT or Copilot.
- An AI agent can only see and change what the person using it is allowed to.
- Changes made through AI land in the same audit trail.
- No markup on AI usage. You pay your AI provider directly.
Example: an analyst asks AI to update the forecast
| The analyst can edit | Revenue drivers on the FY27 tab |
| The analyst can view only | Debt schedule and returns |
| So their AI agent can | Change revenue drivers, read the rest |
| Every change it makes | Is logged with the analyst's name |
Illustrative example. Your permission rules decide what AI can do.
Security and compliance
UpModelOS is designed so your model data stays under your control.
- Your data stays in your environment. The only exception is what you choose to send to an AI provider you connect.
- Runs on your servers. Trials are deployed on-premises, with help from your IT team.
- Access by model and by cell. People and AI agents see only what they're allowed to.
- A permanent record. Every change is logged, and no user or admin can edit or delete the log.
Where things run
| Calculation engine | Your servers |
| Models and data | Your environment |
| Audit log | Your environment, append-only |
| AI requests | Sent only to the provider you connect |
Data in, reports out
Scheduled feeds keep model inputs current, and results flow to the tools your team already reads.
Your business systems
Scheduled feeds into model cells. See the Product section for current connection counts, and ask us about yours.
UpModelOS
Your Excel models, governed, versioned and calculated on your servers.
Reports and BI
Reports in the format you need, plus live feeds to Power BI, Tableau and Excel.
For every team that runs on critical models
If a spreadsheet drives a decision worth getting right, it belongs in UpModelOS.
Private equity firms and portfolio companies
Deal models, value creation plans and portfolio reporting are built in Excel and passed between the deal team, operating partners and portfolio company finance teams. UpModelOS keeps those models in one governed place, without asking anyone to rebuild them.
For CFOs, finance leaders and portfolio operations teams.
- Control which teams can see and change each model.
- Keep one official version of every plan.
- See who changed what, and when.
- Feed portfolio company data in on a schedule.
Private credit, growth equity and venture capital
Underwriting and monitoring models carry decisions that need a clear record. UpModelOS adds access control, an audit trail and one official version to the Excel models your team already trusts.
For investment, finance and fund operations teams.
- Limit sensitive models to the people who need them.
- Keep a permanent record of every change.
- Use AI on your models within your permission rules.
- Send results to the reporting tools you already use.
Mid-market corporate finance and FP&A
Budgets, forecasts and board reporting often live in workbooks that only a few people fully understand. UpModelOS gives finance leaders control and visibility over those models while the team keeps the formulas they know.
For CFOs, VPs and directors of finance, FP&A leads and finance systems teams.
- Replace hand-pasted data with scheduled feeds.
- End version confusion with one official model.
- Recalculate large models faster.
- Skip the rebuild that planning platforms require.
How it compares
Most teams weigh three options for their critical models.
| Feature | Excel files on shared drives | Rebuild in a planning platform | UpModelOS |
|---|---|---|---|
| Keep your existing models | Yes | No, every model is rebuilt | Yes |
| Formulas your team already knows | Yes | No, a new system and language | Yes, the same Excel formulas |
| Access control | Whole file only | Yes | Yes, down to the cell |
| Record of every change | No | Yes | Yes, and no one can edit it |
| One official version | No | Yes | Yes, with version history |
| Getting started | Already there | Long, expensive implementation | Upload the workbook |
| AI on your models | Copy and paste, no controls | Depends on the platform | Your choice of AI, within your permissions |
Built by someone who has seen the rebuild
Since 2019, Dane has sold and implemented enterprise planning software for CFOs. He has also spent a year in-house at a private equity firm.
That work showed him the same pattern again and again: finance teams don't need a new modeling language. They need the Excel models they already trust to be secure, controlled and connected. UpModelOS is built to do exactly that.
Questions
Does UpModelOS replace Excel?
No. It upgrades Excel. Your models keep the formulas your team built, and UpModelOS adds access control, an audit trail, one official version, live data and controlled AI around them.
Will my workbooks run without changes?
Most formulas will. UpModelOS supports the large majority of Excel's calculation functions; the Product section has the current figures. VBA, macros and Power Query are not supported. We'll review your workbooks with you during a demo.
Where does it run?
On your own servers. Trials are set up on-premises with help from your IT team.
Does my data leave my environment?
Your model data stays in your environment. The only exception is what you choose to send to an AI provider you connect.
Which AI can I use?
You can connect Claude, ChatGPT or Copilot. AI agents work within the permissions of the person using them, and there's no markup on AI usage.
How do I get started?
Book a demo. If it's a fit, we'll set up a trial at your company, on your servers.
How much does it cost?
We'll walk through pricing on our first call.
See your own model running in UpModelOS
Book a demo with Dane. Bring a workbook your team relies on, and we'll talk through how it would run.
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