Excel Add-in
JMN Excel Assistant
An AI agent platform built directly into Excel, tuned to each client's own model
structure, formulas, and reporting conventions. Every change is proposed first -
nothing is written to your workbook without approval. Ships with agents that build
full financial statements from SEC filings and extend your model each new quarter,
plus custom agents for any workflow.
- SEC Modeler
- Model Updater
- Custom Agents
Report Drafting
JMN DraftPilot
Turns your data, notes, and source documents into a fully structured draft report,
built to fit your domain and house style. DraftPilot assembles a coherent narrative
- summary, key highlights, and supporting detail - so your team spends less time on
formatting and more on judgment. The output arrives as an editable draft, ready to
refine and publish.
- Automated Equity Research Reports
- Automated Industry Summaries
- Automated M&A Reports
