Description
Offset is an AI tool for financial modeling that operates directly inside live spreadsheets rather than alongside them. It updates assumptions, restructures sheets, validates logic, and completes analytical workflows at a level intended for professional finance teams.
The system is designed for accurate data extraction from filings and structured ingestion of source documents, with an emphasis on auditability and secure control. It runs fully on-premise for privacy. Offset describes its agents as self-improving, using reinforcement learning drawn from institutional finance workflows.
Offset has been acquired by Rogo.
Offset's Core Features
AI agents that work inside live spreadsheet financial models
Automatic updating of model assumptions
Sheet restructuring and logic validation
Accurate data extraction from filings
Structured document ingestion
Auditability and secure control
Fully on-premise operation for privacy
Reinforcement learning from institutional finance workflows
How to use Offset?
Open a model: Work within your existing live financial model in the spreadsheet.
Ingest source data: Feed filings and documents for structured extraction into the model.
Let the agent work: Have Offset update assumptions, restructure sheets, and validate logic.
Review outputs: Check the audit trail and results before using them in analysis.
Offset's Use Cases
- Building financial models
- Extracting filing data
- Model validation
- On-premise finance work
