Byggt för analytiker. Betrott av ledare.

Having the assumption calibration done in-session — with the committee materials already built — meant we could focus on the judgment calls.

That's not a dashboard output. That's underwriting judgment in a structured format.

We finally have a process that lives in documents, not someone's head.

Associates consult it directly; partners cite it when giving feedback. It removed a whole category of review comment.

Having an agent that could ingest the CSV, hit the missing-index errors, fix them, and hand me regime-level stats in one session changed the calculus on what's feasible under deal timelines.

Both dependencies resolved in one sitting — the model was ready to run the same afternoon.

The template went straight to the client's CFO team as the working document for the multi-year planning cycle. That's the bar — and it was met.

The ledger discrepancy count was something we'd never isolated cleanly at this scale before. Now we have a number we can defend.

That's an audit step I would normally spend two days doing manually.

That's the kind of catch that usually surfaces in a peer review round, not the first draft.

Pulling five macro series, harmonizing the frequencies, computing the signals, and producing a dashboard a director can walk through — in one session.

The taxonomy map replaced the mental checklist I used to build through years of EDGAR exposure.

The Unstable Ratio flag on Inventory is exactly the kind of guardrail that prevents a formula from silently producing a nonsense projection.

Now I spend fifteen minutes reviewing what the agent already drafted. That time went back into close work that actually requires judgment.

That kind of automated self-review is what you normally rely on a second set of eyes to catch. Here it was built in.

That's the kind of thing a junior analyst would miss entirely — and it's the thing a reviewer catches at the worst possible moment.

Energent gave me the ability to say "that looks wrong" and get a corrected file back in seconds rather than spending another hour in the layer manager.

That would have taken me half a day by hand.

Having the agent flag a missing tank and a suspicious frame range before we packaged the files was exactly the catch we needed built into the process.

I did a spot-check against the drawing and it matched. The Excel came out formatted and ready to use.

Each issue cited a DXF entity handle and a handbook page range — auditable, not just visualised.

The audit result was what sealed it for me — a second pass that independently confirmed every room number and area against the DXF.

The missing item 6 flag alone saved us from sending out an incomplete document.

I went into the model with a clean connection map instead of spending the first two hours just figuring out what I was working with.

Without the coverage audit I would have been building on assumptions I couldn't verify until I was already deep in the EBITDA bridge.