Unlock your productivity with Gridlines
Unlock your productivity with Gridlines
Unlock your productivity with Gridlines
Seamless Slides
Create professional, custom-branded slides in seconds using data from PDFs, Excel or any other file type
Convert PDFs, PPTs and Excel
No more manually typing in numbers and text. No more re-creation of charts and tables. No more wasted time
Convert PDFs, PPTs and Excel
No more manually typing in numbers and text. No more re-creation of charts and tables. No more wasted time
Audit Work Faster
Quickly check your work by asking questions about your files and documents.
All seamlessly integrated into PowerPoint and Excel
Audit Work Faster
Quickly check your work by asking questions about your files and documents.
All seamlessly integrated into PowerPoint and Excel
Auto-Complete Forms & Templates
Don’t re-create the wheel. Leverage our AI Agents to complete the most tedious tasks. Check work quickly with page-specific citations
Auto-Complete Forms & Templates
Don’t re-create the wheel. Leverage our AI Agents to complete the most tedious tasks. Check work quickly with page-specific citations
Seamless Slides
Create professional, custom-branded slides in seconds using data from PDFs, Excel or any other file type
Auto-Complete Forms & Templates
Don’t re-create the wheel. Leverage our AI Agents to complete the most tedious tasks. Check work quickly with page-specific citations
Convert PDFs, PPTs and Excel
No more manually typing in numbers and text. No more re-creation of charts and tables. No more wasted time
Audit Work Faster
Quickly check your work by asking questions about your files and documents.
All seamlessly integrated into PowerPoint and Excel
Gridlines is a force multiplier.
A full team of associates at your command.
Gridlines is a force multiplier.
A full team of associates at your command.
Gridlines is a force multiplier
A full team of associates at your command
Gridlines is a force multiplier.
A full team of associates at your command.
10x+
10x+
10x+
productivity lift for many tasks
productivity lift for many tasks
productivity lift for many tasks
90%
90%
90%
of financial analysts’ workflows covered
of financial analysts’ workflows covered
of financial analysts’ workflows covered
<30 secs
<30 secs
<30 secs
to create slides and cut data
to create slides and cut data
to create slides and cut data
Excel & Powerpoint — Native
Full integration →
Zero friction.
Full integration →
Zero friction.
Built for teams that live in PowerPoint and Excel
We offer software as a service and work closely with you to customize it for your firm's unique needs
Built for teams that live in PowerPoint and Excel
We offer software as a service and work closely with you to customize it for your firm's unique needs
Excel
Cut Data, Intelligently
Data Analysis
Smart Grid
Clean, transform, and find key insights
Ask us to write formulas, build charts, or identify trends - we handle the work
Let Gridlines do the work
Cut data instantly. Ask for growth rates, margins, or custom metrics - we write and apply the formulas for you
Pivot Tables made easy
Create pivot tables, apply multi-level filters, and sort by custom logic
Data visualization
Output your data analyses with dynamic charts
Excel
Cut Data, Intelligently
Data Analysis
Smart Grid
Clean, transform, and find key insights
Ask us to write formulas, build charts, or identify trends - we handle the work
Let Gridlines do the work
Cut data instantly. Ask for growth rates, margins, or custom metrics - we write and apply the formulas for you
Pivot Tables made easy
Create pivot tables, apply multi-level filters, and sort by custom logic
Data visualization
Output your data analyses with dynamic charts
Excel
Cut Data, Intelligently
Data Analysis
Smart Grid
Clean, transform, and find key insights
Ask us to write formulas, build charts, or identify trends - we handle the work
Let Gridlines do the work
Cut data instantly. Ask for growth rates, margins, or custom metrics - we write and apply the formulas for you
Pivot Tables made easy
Create pivot tables, apply multi-level filters, and sort by custom logic
Data visualization
Output your data analyses with dynamic charts
POWERPOINT
AI Powered Points
AI Powered Points
No more moving pixels around
Professional slides using your firm’s custom branding and your precedent materials
Your brand, built-in
Set your company's fonts, colors and templates - get polished, branded outputs every time without manual formatting
Your brand, built-in
Set your company's fonts, colors and templates - get polished, branded outputs every time without manual formatting
Your brand, built-in
Set your company's fonts, colors and templates - get polished, branded outputs every time without manual formatting
Not just a slide builder
Ask Gridlines to create charts and tables, add additional content or edit alongside you directly in PowerPoint
Not just a slide builder
Ask Gridlines to create charts and tables, add additional content or edit alongside you directly in PowerPoint
Not just a slide builder
Ask Gridlines to create charts and tables, add additional content or edit alongside you directly in PowerPoint
Build your own slide library
Save frequently used slides - company overview, investment thesis, EBITDA adjustments - and drop them into any deck instantly
Build your own slide library
Save frequently used slides - company overview, investment thesis, EBITDA adjustments - and drop them into any deck instantly
Build your own slide library
Save frequently used slides - company overview, investment thesis, EBITDA adjustments - and drop them into any deck instantly
Agents built into Excel & Powerpoint
Agents built into Excel & Powerpoint
Gridlines doesn’t just analyze - it connects your files, tracks sources and offers instant auditing
Gridlines doesn’t just analyze - it connects your files, tracks sources and offers instant auditing
Let our AI agents help you “pls fix”
Let our AI agents help you “pls fix”
What our clients are saying...
At Gridlines, we are helping financial institutions transform their outdated workflows by integrating our AI agents that are purpose built for the job
We’ve “been there” in the trenches in investment banking and private equity - we understand your needs and challenges intimately (and personally)
At Gridlines, we are helping financial institutions transform their outdated workflows by integrating our AI agents that are purpose built for the job
We’ve “been there” in the trenches in investment banking and private equity - we understand your needs and challenges intimately (and personally)
This is amazing! We see the potential here, and are excited about all of the ways we can use AI at the firm. Gridlines is helping us utilize our firm specific templates, previous work, and accounting for our brand guidelines to help create materials much faster.
Brooke
Investment Banking Associate
This is amazing! We see the potential here, and are excited about all of the ways we can use AI at the firm. Gridlines is helping us utilize our firm specific templates, previous work, and accounting for our brand guidelines to help create materials much faster.
Brooke
Investment Banking Associate
Gridlines is like an investment banking intern who can help with a first draft of the materials — it could shave a few hours off of your day.
Christian
Investment Banking Associate
Gridlines is like an investment banking intern who can help with a first draft of the materials — it could shave a few hours off of your day.
Christian
Investment Banking Associate
I have been spending a lot of time creating similar slides for different companies and I thought ‘there must be a faster way' given the new advancements in AI. We iterated with the Gridlines team to make it happen, and we have been loving the results so far.
Sam
Investment Banking Associate
I have been spending a lot of time creating similar slides for different companies and I thought ‘there must be a faster way' given the new advancements in AI. We iterated with the Gridlines team to make it happen, and we have been loving the results so far.
Sam
Investment Banking Associate
Want to try Gridlines out?
Want to try Gridlines out?
We’ll show you how it works in less than 10 minutes
We’ll show you how it works in less than 10 minutes
What our clients are saying...
Achieve a step-function change in productivity with Gridlines for financial institutions
Achieve a step-function change in productivity with Gridlines for financial institutions
Gridlines, Inc. © 2025. All rights reserved
Gridlines, Inc. © 2025. All rights reserved
Gridlines
Gridlines