Finance teams today rely on Excel for planning, reporting, actuarial inputs, reconciliations, and critical business processes. Over years, this naturally creates a sprawling Excel estate — thousands of files, versions, links, and logic paths spread across teams, drives, and SharePoint sites.
But for most organizations, this estate remains a black box:
Which spreadsheets matter most?
Which ones contain business-critical logic?
Which ones introduce operational risk?
Which models are duplicates, outdated, or inconsistent?
How does data flow between files?
These questions are at the heart of every Finance modernization effort — FP&A automation, forecasting transformation, system upgrades, AI initiatives, and more.
Historically, uncovering these answers required weeks or months of manual discovery, walkthroughs, interviews, and spreadsheet-by-spreadsheet investigation — often supported by internal teams and external partners.
Today, there’s a new approach.
Insights is Coherent’s new analysis engine designed specifically for Finance teams and the complex spreadsheet environments they manage.
Unlike general-purpose AI tools, Insights is purpose-built for:
Systematic Excel discovery at enterprise scale
Identifying patterns, duplication, lineage, and risk across thousands of files
Surfacing critical Finance logic, not just describing a single spreadsheet
Keeping all data local on your machine for maximum security
Supporting both internal teams and external consultants with fast, accurate analysis
With Insights, organizations can complete a full Excel estate assessment — the foundation of any transformation — in a matter of days, not months(or even years.)
This accelerates the work of your internal teams and your trusted consulting partners by giving everyone the clarity they need from day one.
Insights scans any folder, SharePoint library, or shared drive and automatically identifies:
Spot clusters of similar spreadsheets used across Finance — often revealing opportunities for standardization or modernization.
Locate sensitive data, complex formulas, hidden sheets, VBA, broken links, and inconsistencies instantly.
Understand how files connect to each other, where upstream inputs are coming from, and where downstream outputs are used.
Insights scores each file by complexity, stability, and significance — helping Finance prioritize where to modernize first.
All processing happens directly on the user’s device. No spreadsheet ever leaves your environment. Nothing is stored, learned, or retained.
Before automation or AI can begin, Finance must understand their current ecosystem. Insights delivers that foundation instantly.
Consulting partners use Insights to accelerate their work, validate assumptions faster, and deliver higher-quality transformation outcomes.
Unlike general AI tools, Insights understands spreadsheets deeply, structurally, and at scale.
Since Insights runs locally, teams can begin analysis immediately — no data movement, no integrations, no setup barriers.
What used to take months of discovery can now be done in days, giving Finance the clarity to act sooner.
Coherent Insights is more than an inventory. It’s a new way to see your spreadsheets as an enterprise system.
By instantly scanning your entire Excel estate, Insights helps you:
With Insights, every team sees a clearer picture of the spreadsheets they rely on—what’s safe, what’s risky, and what’s ready for change.
If you're reading this from another part of your organization — actuarial, underwriting, data, operations, or transformation — consider forwarding this to your Finance partners.
A brief conversation or demo can help them see their spreadsheet ecosystem clearly for the first time — and modernize with confidence.