Case Study · AI-Powered Financial Modeling

Lyzr Reduced Financial Model Preparation From 10 Hours to Under 5 Minutes

      Automated financial extraction
      AI-driven financial mapping
      Model-ready workbook generation
    

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About the company

A leading investment and advisory firm wanted to eliminate the manual effort involved in preparing financial models for due diligence. Analysts were spending hours cleaning spreadsheets, reconciling categories, and preparing model-ready workbooks before actual analysis could begin.

The challenge

The problem statement

Financial data arrived in inconsistent formats

Every acquisition target provided financial information differently. Analysts had to manually standardize spreadsheets before they could begin evaluating opportunities.

Spreadsheet preparation consumed valuable analyst time

Tasks such as consolidating financials, reconciling categories, building historical views, and wiring formulas often required 6–10 hours per target.

Manual workflows introduced operational risk

Formula errors, inconsistent outputs, and analyst-dependent processes increased the risk of inaccuracies while limiting scalability.

Existing models could not be disrupted

The firm needed automation that worked alongside existing LBO templates and review processes rather than replacing them.

The approach

How Lyzr solved it

Lyzr implemented an agent-driven inbound SDR system that combined structured knowledge, automated decisioning, and human-in-the-loop controls to manage inbound engagement at scale.

Built an AI-powered Financial Extractor

Lyzr developed a solution that transforms raw client workbooks into model-ready financial outputs while preserving existing modeling conventions.

Automated financial extraction and normalization

Multiple AI agents automatically identified financial data, standardized categories, and consolidated information across reporting periods.

Kept analysts in control

The platform enabled analysts to review outputs, adjust mappings, and validate recommendations before generating final workbooks.

Generated model-ready outputs

The solution automatically created structured financial workbooks with live formulas, standardized formatting, and firm-specific reporting requirements.

Results

The outcome

Reduced preparation time dramatically

Financial model preparation dropped from 6–10 hours to under 5 minutes per target.

Standardized diligence workflows

Category normalization, financial mapping, and workbook generation became consistent across every deal.

Reduced spreadsheet risk

Automated formulas and structured workflows minimized manual errors and improved reliability.

Increased analyst productivity

Analysts spent less time preparing spreadsheets and more time evaluating businesses and investment opportunities.

Security

How Lyzr handled security

Enterprise-grade compliance

Lyzr Agent Platform is SOC2, GDPR, and ISO 27001 compliant, supporting secure deployment across enterprise environments.

Secure financial data processing

Financial data remains within enterprise-controlled cloud environments, ensuring stronger governance and access control.

Reliable AI-driven workflows

Lyzr's reflection framework helps improve extraction accuracy and reduce inconsistencies across financial processing workflows.

Lyzr Reduced Financial Model Preparation From 10 Hours to Under 5 Minutes

The problem statement

Financial data arrived in inconsistent formats

Spreadsheet preparation consumed valuable analyst time