The Automated Financial Model Builder is a tool developed by Acuity Knowledge Partners to streamline the process of creating and maintaining financial models. It automatically retrieves financial statement information from company filings and populates relevant data points in standardized MS Excel templates, significantly reducing the time and effort required by analysts.

Key Features

Automated Data Population Significantly reduces the time taken to enter historical data

• Retrieves financial information from company filings
• Populates data points in standardized Excel templates

Wide Coverage and Automated Checks Ensures data accuracy and completeness

• Unique IDs mapped to line-items reduce omission errors
• Eliminates manual errors through automation

Sector-Specific Templates Provides pre-formatted templates for different industries

• Ensures template uniformity
• Eliminates the need for manual fixes

Multiple Model Updates Enables faster processing of simultaneous company results

• Facilitates quicker time-to-market
• Handles multiple coverage companies announcing results at the same time

Lookback Referencing Allows easy verification of extracted information

• Single keystroke opens the source PDF page
• Highlights the relevant data point in the document

Automatic Backup Generation Creates a backup of all extracted information

• Generates a PDF document with highlighted data
• Ensures data traceability and verification

Benefits

Time Savings Reduces the time spent on model creation and maintenance

• Potential time savings of up to 30-40%
• Allows analysts to focus on value-added tasks

Improved Accuracy Minimizes errors in financial modeling

• Reduces the possibility of omission errors
• Eliminates manual data entry mistakes

Increased Productivity Enables analysts to handle more tasks efficiently

• Can be used by resources of any skill level
• Allows for unattended execution of model updates

Enhanced Decision Making Provides more time for analysis and interpretation

• Analysts can focus on assigning relevant weightages
• Enables quicker and more informed investment decisions

Flexibility and Customization Adapts to various analytical needs

• Highly customizable Excel interrogation framework
• Ability to merge different rating methodologies for special situations