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COHERENT PLATFORM > INSIGHTS

See the logic. Prioritize the risk. Scale with Confidence.

Coherent Insights gives enterprises a defensible view of where business logic lives, what matters most, and how to operationalize AI without losing auditability — across thousands of Excel files, in weeks, not quarters.

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Insights

✔ 20K+
Validation hours eliminated

✔ 90% Audit prep time reduced

✔ 4 Weeks from scope to exec-ready solutions

✔ 300 Models simplified into 3

 

See the estate. Prioritize the risk. Scope the question. Deliver the decision.

Coherent maps the calculations, dependencies, and structure across your Excel estate — so your teams (and your AI) can analyze them accurately, consistently, and at scale.

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MAP IT
See The Estate

Live scan across shared drives, desktops, and cloud folders. Every workbook surfaced. Every dependency mapped. No tagging, no interviews, no prep.

  • Deterministic structural extraction
  • Cross-estate dependency graph
  • Hidden PII surfaced in place
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PLAN IT
Prioritize Risk

Risk-tier inventory mapped to your own policy framework. Tier-1 models classified, evidenced, and prepared for governance — not a generic template.

  • SR 11-7, BCBS 239, IFRS 17 alignment
  • EUC/UDA classification
  • Drift detection vs. approved baseline
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FIX IT
Deliver Solutions

From scope to executive-ready output in weeks. Defensible evidence, board-ready reporting, and a remediation path the team can actually execute.

  • Board-ready risk picture on demand
  • Reconciliation & validation
  • Transformation diagnostics
Map
Discovery and Mapping

Map every critical model in the enterprise.

Coherent Insights surfaces every pricing, reserving, underwriting, and finance model across SharePoint, shared drives, and local exports — without moving a single file.

→ Cross-estate inventory of workbooks, dependencies, and data flows. 

→ See spreadsheet connections by author, owner, and consumer mapped automatically. 

→ Decomposes Logic Calculation chains decomposed structurally — not read as a document.

Risk Tiering
Risk TIERING

Risk-score what is business-critical.

Classifications grounded in your policy — not a vendor's interpretation. Insights separates the business-critical from the routine, and surfaces the EUC and UDA risk that compounds silently.

→ Risk-tiered inventory aligned to your own policies and taxonomy. 

→ Key-person dependency surfaced at the workbook level. 

→ Inconsistency flagged version drift, broken references, and shadow logic flagged. 

→ Audit-Ready Reasoning and evidence logged at the moment of classification. 

Operating System for Enterprise Excel (11)
Testing at Scale

See the logic. Prove it behaves. Make every AI decision defensible.

Generic AI reads Excel as a document.
Insights decomposes it as logic.

Four validation capabilities make the logic defensible — applied whether the model is being changed, migrated, modernized, or integrated into an AI workflow.

→ Regression Testing Thousands of cases, not one. 

→ Baseline Comparison New vs. legacy, systematically proven. 

→ Version Governance Tested version equals production version. 

→ Scenario Sweeps Full sensitivity, before go-live. 

The Platform

One governed logic infrastructure with unmatched capabilities.

INSIGHTS · The Intelligence Layer

The complex question. The bounded answer. The defensible outcome.

Insights Projects take a specific, bounded problem statement — across your Excel estate and the documents that surround it — and produce a structured, evidenced answer in three weeks. Not a summary. A defensible outcome your stakeholders can act on.
3wk POV Delivery
24K Hours Saved
100% Estate Visibility
Explore Insights
  • Auto-scan shared drives, desktops, and cloud folders — no tagging required
  • Detect complexity, relationships, formula drift, and version duplication
  • Surface hidden PII, undocumented logic, and model risk across the estate
insights product browser

CONTROL · The Governance Layer

Governance that knows the difference between a tweak and a risk.

Minor adjustments apply automatically. Material shifts escalate to the right approver. Every change tracked, every approval enforced, every audit trail generated at the moment of action — not assembled retrospectively.
15min Setup Time
100% Audi Coverage
5sec Evidence Retrieval
Explore Control
  • 15-minute setup — from ungoverned spreadsheet to enterprise-controlled workflow
  • Coherent Assistant Excel add-in: Submit, Review, Approve buttons replace email chains
  • Cryptographic fingerprinting — every file version-locked and centrally managed
control product browser

SPARK · The Logic Layer

Institutional logic. Dependable at enterprise scale.

Your most critical logic — pricing models, calculation rules, risk thresholds — compiled into governed, versioned, sub-100ms APIs that every downstream system and AI agent in your stack can call. The expert stays in Excel. The logic becomes enterprise infrastructure.
80% Faster Launches
$3M+ Saved Per Product/Yr
25% Revenue Uplift
Explore Spark
  • No code rewrites — upload governed Excel, get a production-ready API instantly
  • Sub-100ms response times with auto-scaling and scenario testing
  • Git-style version control with formula-level history and one-click rollback
spark product browser

AI LAYER · AGENTIC INTELLIGENCE

Agent applies your policies · Every decision logged · Customer-defined taxonomy

Governed logic Versioned · Auditable
Structured data AI-consumable · API-ready
Defensible AI output Explainable · Regulator-ready
CASE STUDIES

Enterprise performance
for spreadsheet-driven systems

6x
faster launches without rebuilds
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4x
advisor tool delivery
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99.6%
faster modeling runtime
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90 days
from pilot to production
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80%
faster product launches
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$450K
development cost reduction
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Accelerate Transformation
In Weeks

Coherent Insights gives you a complete view of your spreadsheet logic, a risk-prioritized inventory mapped to your own policies, and the validation layer your AI strategy depends on.

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Frequently Asked Questions about Insights

How is Coherent Insights different from Microsoft Copilot or a generic LLM?

Copilot and generic LLMs operate on one file at a time, read Excel as a document, and are built for personal productivity. Coherent Insights scales across thousands of files, decomposes logic structurally, and tests the logic — not just the model. Every classification carries an audit trail. Every output is versioned.

What is an Insights Project, and what does it deliver in weeks?

An Insights Project is a bounded engagement on a defined set of files — answering a specific business question inside a defined short-term window. The deliverable is consistent: a risk-tiered inventory grounded in your own policies, an exception queue, a validated model action plan, and a re-runnable Project template the team owns.

Do we have to migrate off Excel or rewrite our models?
No. Coherent is built on the opposite premise. Your existing Excel models stay in Excel — including the formulas, structure, and assumptions your team has refined over years. Coherent compiles governed versions of those models into versioned APIs, scans your estate for risk and dependencies, and adds governance workflows inside Excel itself. There's no rewrite, no replatforming, and no new tool for modelers to learn.
How does Insights apply our policies rather than a generic AI taxonomy?
The capture schema is configured against your policy documents, your risk tiering rules, and your classification taxonomy. Every file the Agent processes is classified using that schema, with the reasoning and evidence logged at the moment of classification.
How does Coherent fit with our AI strategy?
AI agents and copilots are good at processing data, but they don't have access to your business logic — the rating rules, pricing assumptions, and risk thresholds that determine actual outcomes. Coherent makes that logic callable by any LLM, agent, or automation pipeline through governed APIs. When an agent quotes a policy, scores a risk, or runs a scenario, it's calling the same approved logic your team signed off on, with every call logged. AI deployment becomes auditable instead of opaque.
How does Insights support SR 11-7, Solvency II, NAIC AIS, and DORA?
Insights produces regulator-ready evidence by default. Immutable version lineage satisfies model risk expectations, while risk-tiered inventory and controlled workflows align with resilience and governance requirements. Governance is a byproduct of running the logic through Insights.
How does Insights connect to Control and Spark?

Insights is the first layer of the Coherent platform — it finds and classifies. Control operationalizes governance on the files that stay in Excel, and Spark deploys the highest-value logic as governed, AI-callable APIs into production systems and workflows.