// Modeling

Financial models your whole team can actually use.

Drivepoint uses Excel as the modeling surface — not a clone, the real thing. No new tool to learn, no proprietary format. Every model lives in one place, syncs back to your data layer, and stays current without the monthly actualization ritual.

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Inside Modeling

01 — Built on Excel

The modeling surface you already know.

Drivepoint uses Excel as the modeling surface — not a clone, not a lookalike, the real thing. No learning curve, no proprietary file format, no asking the team (or the agents) to learn a new tool. Just a supercharged version of the best modeling tool ever invented.

  • Pre-built DTC, wholesale and retail driver libraries
  • Channel-level cohorts and unit economics
  • Bottom-up roll-ups to a board-ready P&L
Built on Excel illustration
A home for every model illustration
02 — A home for every model

One place for everything to live.

3-statement, cash flow, inventory, headcount, scenario branches — all in one place, talking to each other, with great sharing and permissions built in. Every plan is synced back to the data layer, so variance analysis and live tracking-to-plan are a snap.

  • Unlimited side-by-side scenarios
  • One-click clone, branch and compare
  • Shareable, view-only links for the C-suite
03 — SmartModel™ Agent

AI does the grunt work, you do the thinking.

Modeling value has never been about being the best Excel jockey — it’s about using your brain. SmartModel™ Agent handles the mechanical work — wiring tabs, building schedules, chasing #REF errors, refactoring sheets — while you stay focused on the higher-order thinking.

  • Cell-level comments and @mentions
  • Granular permissions per row, tab, scenario
  • Full version history and rollback
SmartModel Agent illustration
Live actuals illustration
04 — Live actuals

Never actualize your model again.

Every Drivepoint model is live-connected to your data layer. Update hundreds of metrics in seconds, run complex driver changes, and stop maintaining tab after tab of input sheets. Actuals just show up — and the model rolls forward on its own.

  • Automatic forecast-vs-actuals tracking
  • Driver-level error attribution
  • Suggested re-forecasts, you approve them
// OUTCOMES

What changes when modeling lives on top of Excel — and stays live.

01

No new tool to learn.

Your team keeps the formulas, shortcuts and muscle memory they already have. Drivepoint adds the connective tissue — without asking anyone to relearn how to model.

02

One workspace, every model.

3-statement, cash, inventory, headcount, scenarios — all in one place, sharing inputs and outputs, with permissions and version history built in. No more file sprawl.

03

Hours of grunt work, gone.

SmartModel™ Agent wires tabs, builds schedules, chases #REF errors and refactors sheets for you. You spend your time on the thinking that actually moves the business.

04

The close stops being a project.

Live actuals flow into every model automatically. Variance, tracking-to-plan and re-forecasts happen in seconds — not the second week of every month.

// THE PLATFORM

Explore the full platform.

Drivepoint is a single platform with five pillars. They share one model, one data layer and one set of permissions, so the work flows.

Data & Context

Connect your financials, ops, and market data.

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Modeling

Driver-based scenarios your whole team can use.

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Reporting

Board-ready reports, generated and distributed.

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AI Agents

Agents that answer, draft, and watch, 24/7.

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MCP Server

Ask your numbers anything, right inside Claude.

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// FAQ

Modeling questions, answered.

The things finance teams ask before they move their models onto Drivepoint.

Drivepoint works with Excel, not instead of it. The modeling surface in Drivepoint is real Excel: not a clone, not a proprietary format, the actual application. Your team keeps the formulas, shortcuts, and muscle memory they already have. Drivepoint adds live data connections, AI assistance, scenario branching, and version control on top of the Excel your finance team already knows how to use.

In Drivepoint, you branch the live model into a named scenario with one click, adjust driver assumptions (revenue growth rate, CAC, wholesale margin, opex), and immediately see the impact across P&L, cash flow, and inventory. Scenarios run side by side so you can compare outcomes before committing. You can also describe a scenario in plain English (“build me the recession case: flat DTC, -20% wholesale, hold opex”) and the AI agent sets the drivers and runs the math for you. No copy-paste, no broken formulas.

Most brands have a working model within days of connecting their data, not weeks. Drivepoint ships with pre-built driver libraries for DTC, wholesale, and retail, plus templates for 3-statement models, cash flow, inventory, and headcount. The SmartModel Agent handles mechanical build work (wiring tabs, building schedules, fixing #REF errors), which removes the biggest time sink in model setup.

SmartModel Agent is Drivepoint's AI model-building assistant. It handles the mechanical work of financial model construction and maintenance: wiring data tabs, building supporting schedules, fixing #REF errors, refactoring sheets, and keeping models clean as the business changes. When you describe what you need in plain English (“build me a retail launch P&L tab” or “add a headcount schedule by department”), SmartModel Agent does the structural work. You stay focused on the assumptions and decisions that require your judgment.

Yes. Drivepoint is built for the financial complexity of omnichannel consumer brands. Pre-built driver libraries cover DTC channel economics (cohorts, CAC, LTV, subscription), Amazon margin and fee structures, wholesale and retail deductions and terms, and inventory and COGS logic. Brands selling across Shopify, Amazon, and retail partners like Target or Whole Foods can model each channel with the right logic, then roll up to a consolidated P&L and cash position. The same model powers scenario planning, budgeting, and variance tracking across all channels.