Tresvista and Filot Announce Strategic Partnership

TresVista has announced a strategic partnership with Filot, embedding our AI-powered Financial Modeling Copilot directly into their core workflows. The collaboration represents a significant expansion of TresVista's AI-native execution layer, enabling faster, cleaner, and more consistent financial outputs for their institutional clients globally.

Filot operates as a full-stack financial modeling engine natively inside Excel, preserving the structure, logic, and controls required for investment-grade analysis. By automating historical builds, earnings updates, private company modeling from multiple source documents, and firm-specific template generation, Filot materially reduces manual effort while accelerating turnaround time across research, underwriting, and diligence workflows.

Through AI-powered Style Guides — including a dedicated TresVista Style Guide — Filot replicates any client modeling format with precision, ensuring every output is consistent, rigorously formatted, and ready for delivery. Our robust auditing capabilities allow both TresVista and their end clients to directly review all deliverables, providing complete transparency and confidence across every engagement.

Pilot Results

During a one-month extended pilot, Filot delivered clear and measurable efficiency gains, reducing model creation times by 85–95% and update workflows by 50–90% across six analyst teams — without compromising analytical quality or governance. For clients, these gains translate into faster deal and research turnaround times, more consistent model quality across teams, and increased confidence in outputs — allowing investment professionals to focus less on model mechanics and more on decision-making, insight, and value creation.

Enterprise-Grade Security

This partnership reinforces TresVista's commitment to governed, enterprise-grade AI adoption. Filot's security architecture — featuring SOC 2 Type II certification, zero data retention, advanced encryption, compliance-ready infrastructure, and isolated client environments — aligns tightly with TresVista's standards for confidentiality and data protection. Our built-in auditability framework provides full source traceability for every figure, strengthening transparency, accuracy, and confidence across all client deliverables.

"Speed, accuracy, and transparency are non-negotiable for our clients. Filot enhances all three — delivering standardized, source-traceable, and review-ready financial models faster than ever before. This partnership represents a direct investment in raising the quality bar across every engagement we deliver."

— Vishal Shah, Chief Product Officer at TresVista

"The capital markets space is evolving quickly, and TresVista is leading the way in showing how the best application of AI is specialized, auditable, and designed to fit your existing workflows — not work around them. This partnership is a great example of AI actually working at scale at the enterprise level, and we're excited to keep delivering exceptional quality and efficiency to TresVista's clients across capital markets."

— Bjorn Birkelund, Co-Founder & CEO, Filot

By combining Filot's AI-driven modeling automation with TresVista's deep domain expertise and governed execution framework, this partnership unlocks new levels of efficiency, consistency, and scalability across private equity, credit, real assets, public markets, and investment banking workflows.