Derek
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Customer stories
These examples are representative stories based on the spreadsheet problems Derek is built to solve.
A lean FP&A team used Derek to trace forecast outputs, identify the active source model, explain formula chains, and flag changed assumptions before a board meeting.
Result: faster reporting prep and clearer provenance for the numbers in the deck.
Department submissions arrived in inconsistent formats with broken formulas and mismatched assumptions. Derek cleaned workbooks, standardized formats, and flagged formula inconsistencies.
Result: less time on spreadsheet cleanup and more time on variance analysis.
A team needed a market model similar to work the firm had done before. Derek searched by business question, surfaced relevant models, and summarized methodology.
Result: the team reused prior work instead of rebuilding from scratch.
A finance leader needed to approve an updated forecast. Derek compared workbook versions, summarized changed assumptions, identified added sheets, and explained downstream impact.
Result: review happened in minutes instead of manual side-by-side inspection.
Derek is designed for the messy, important work that runs through finance workbooks every week.
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