TagniFi Launches AI Tool to Move Private Financials Into Excel

AI mapping for private company statements

TagniFi Spread is built for a process that TagniFi describes as a time-consuming part of valuation, credit and deal work. Financial statements can arrive in inconsistent formats, while line items vary between companies. Analysts then have to re-key figures into the templates used by their firms.

With TagniFi Spread, users define the line items, groupings and structure of their preferred layout. They can upload income statements, balance sheets and cash flow statements, after which the tool's AI maps each line item to that layout. TagniFi says the tool can spread 5 years of financials in 5 minutes.

The product also supports business tax returns, including Forms 1065, 1120 and 1120-S, using the same layouts as financial statements.

Excel integration is central to the workflow

TagniFi Spread delivers the resulting data through Excel using the TagniFi Excel function. Users can change the company ID to pull that company's financials into a selected layout, according to the announcement.

That setup is intended to let firms reuse one model across a portfolio of private companies without re-keying, copying or reformatting the figures. Custom layouts are applied consistently across the companies a team spreads, while the Excel connection keeps the output inside the models analysts already use.

TagniFi says private company financials are encrypted throughout upload, processing and delivery. The company positions this security feature alongside the tool's focus on private financial information.

Part of TagniFi's broader valuation platform

TagniFi Spread joins TagniFi's existing data on public companies, comparable companies, deals and closed-end funds. The company says this gives valuation professionals a single workspace for public market data and the private company financials they spread themselves.

“Every firm that works with private companies has its own way of looking at the numbers, and analysts have spent far too many hours re-keying financial statements to fit that format,” Chad Sandstedt, Co-Founder and CEO of TagniFi, said in the announcement. “TagniFi Spread lets teams define their layout once, then lets AI do the mapping, so the data lands in Excel structured the way they already work. Analysts spend less time on data entry and more time on analysis.”

TagniFi Spread is available now. TagniFi says users can learn more or request access through tagnifi.com/spread. For valuation, lending and investment teams, the product's stated benefit is a shift from manually entering private company figures toward reviewing structured data in their existing Excel workflows.