For fractional CFOs

Upload raw financials.
Download a client-ready Excel model.

Surgepoint transforms your raw financial files — statements, projections, transaction exports — into finished, formula-driven Excel models ready to hand to a client. No manual cleanup. No formatting. Done in minutes.

Build Your First Model Free See pricing

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.

Build Your First Model Free