Introducing Custom Workflows on Filot

The Missing Piece

AI can build you a financial model. The hard part is getting it to build the model exactly the way you would have. Every firm does things differently, every team within a firm works differently, and every analyst has their own way of doing things shaped by experience and institutional standards. How you calculate EBITDA, which adjustments you break out, how you structure your balance sheet, which footnotes you pull from, how you format headers — these choices represent institutional knowledge built up over years at every level. AI tools don't know any of it. They produce generic output, and analysts spend their time reformatting, correcting, and re-teaching instead of analyzing.

The gap isn't intelligence. It's context. Custom Workflows changes that.

Teach Once. Replicate Forever.

An analyst opens a completed deliverable in Excel and launches Custom Tuning Studio. Filot reverse-engineers the workbook and then works in tandem with the analyst to decompose the full methodology into a repeatable workflow — formula conventions, period architecture, data sourcing, section structure, formatting standards, build order, and the reasoning behind each decision. The result is a reusable Workflow that Filot follows automatically on every future task.

Workflows can be shared across a team for firm-wide consistency, or kept individual for specialized customization. A team lead creates a standard "Quarterly Earnings Update" workflow that the whole desk uses, while each analyst layers on their own workflows for the specific model types they own.

Filot delivers work the way you would deliver it. Same formulas. Same structure. Same formatting. Same sourcing. No corrections, no reformatting, no re-teaching.

The Impact

That's not a shortcut. It's the same quality, the same rigor, the same output. Analysts use the time they get back to investigate new ideas, go deeper on existing positions, expand coverage, and run more scenarios. Custom Workflows remove the mechanical bottleneck so that judgment can be applied more broadly.

How It Works

Custom Tuning Studio is built directly into the Excel add-in. Open a completed workbook, launch the Studio, and Filot performs a deep analysis of your workbook: every formula, format, and pattern. It traces values back to source documents and maps the full structure. Then it interviews you with targeted questions to capture what the workbook alone can't tell. Why you structured adjustments a certain way, how you handle edge cases, what conventions encode your team's institutional knowledge.

The output is a reusable Workflow (your complete methodology) and Style Guide (your exact formatting standards), saved and ready to use.

Built for Every Financial Workflow

Custom Workflows apply to any repeatable financial task. If your team builds it more than once, it's a Workflow.

Model Builds

Capture exactly how you construct any type of financial model from scratch:

• 3-statement models with your formula conventions, adjustment breakouts, cross-statement links, and period architecture
• DCF models including WACC calculations, terminal value approach, discounting conventions, and sensitivity tables
• LBO models with sources and uses, debt schedules, returns waterfall, and management rollover treatment
• Comparable company analysis covering peer selection, multiple calculations, calendarization, and summary statistics
• Merger models with accretion/dilution analysis, synergy assumptions, and pro forma adjustments
• Credit models including covenant calculations, coverage ratios, and debt capacity analysis
• Sum-of-the-parts with segment valuation methodology and holding company discount treatment
• Real estate models covering rent rolls, cap rate assumptions, development pro formas, and waterfall distributions

Model Updates

Capture how you refresh and maintain existing models:

• Quarterly earnings updates including how you handle new disclosures, restatements, and new line items
• Guidance refreshes from earnings calls, investor days, and pre-announcements
• Consensus estimate updates integrating new sell-side estimates and tracking revisions
• Annual roll-forwards extending horizons, archiving historical periods, and updating assumptions

Back Office, FP&A, and CFO Work

Capture operational and management reporting workflows:

• GL refreshes with chart of accounts mapping, reclassification rules, and consolidation adjustments
• Management reporting including KPI dashboards, variance analysis, and budget-to-actual reconciliation
• Board packages with standardized financial summaries, trend analysis, and peer benchmarking
• Audit preparation covering trial balance formatting, supporting schedules, and footnote compilation

Self-Improving Workflows

Filot's reinforcement feedback loop continuously learns from each run, reviewing what worked, what was corrected, and what new patterns emerged, then automatically updating the Workflow so that it works exactly like you do. You can also instruct Filot to update a Workflow directly at any time. The result is a methodology that sharpens with every use, continuously closing the gap between Filot's output and yours.

"The best teams we work with have strong opinions about how their models should look and feel. How they structure adjustments, which footnotes matter, how formulas flow across statements. That knowledge has always been hard to transfer, locked in templates or in someone's head. Custom Workflows capture it permanently and apply it automatically, at the team level and at the individual level."

— Bjorn Birkelund, Co-Founder of Filot

"Our analysts each have their own way of building models, and now Filot actually matches that. The result is each person on my team can credibly cover 3–5x more names than before, because the model build isn't the bottleneck anymore. They're spending their time on the analysis, not the spreadsheet."

— Portfolio Manager, Tier 1 Global Hedge Fund

Custom Workflows and Custom Tuning Studio are available now for all Filot users.