Integrations and Excel import

Start with the spreadsheets you already have, keep your models current with easy data imports.

Build models from your existing spreadsheets in minutes

Upload your spreadsheet models and data into Kaleidoscope and our AI agent will work with you to transform them into Kaleidoscope models. There's no rebuilding from scratch, you're starting from what you already have.

How imports work with the AI agent

Your accounts, your line items, your relationships, your assumptions. Translated directly into a Kaleidoscope model, without starting from scratch.

To get started, load your spreadsheet models into Kaleidoscope. The AI builds your financial model with you, flagging broken logic or inconsistencies as it builds and checks logic with you at every stage.

Illustration of financial documents labeled Cashflow, P&L, Balance Sheet, with a digital interface for financial model creation and analysis.

Load your actuals by uploading an XLSX or CSV file

Export actuals from your accounting system and import them in a few quick steps. Changes flow through your models instantly.

Our import tool handles whatever you need to bring in, from costs and attributes to weekly sales data and forecast adjustments.

  • Import in a few clicks: Choose your import type and follow a simple, guided flow.

  • Automatic mapping: Your data is matched to the right place and updated across your model instantly.

Load your actuals by uploading an XLSX or CSV file

Serious modelling power. Ready in minutes.

Proven heritage

From the founder of Anaplan, built on patented technology. Kaleidoscope brings decades of enterprise planning expertise to lean finance teams, without the cost and complexity of traditional planning platforms.

Enterprise-grade power

The calculation engine built for finance. Every model connects to one shared foundation, so your numbers stay consistent everywhere. It’s flexible as your business changes and built to hold up under scrutiny.

Get up and running fast

No lengthy implementation project, no months of set-up. Kaleidoscope builds a structured model from your spreadsheet data in minutes, so you’re working with your own numbers from day one.

Fast to change, easy to question

Change any number and see its impact across your statements instantly. Extend your model as the business grows, explore what’s driving the result, and ask the AI to interrogate any figure in seconds.

Be part of building Kaleidoscope

We're working closely with a small group of finance professionals ahead of commercial launch. Whether you're interested in testing out the platform today or want to get on the list for launch updates — there's a place for you.

Bring your spreadsheets. We build the model together.