How Lyzr Reduced Financial Model Preparation From 10 Hours to Under 5 Minutes
The problem statement
- Financial data arrived in inconsistent formats
Every acquisition target provided financial information differently. Analysts had to manually standardize spreadsheets before they could begin evaluating opportunities.
- Spreadsheet preparation consumed valuable analyst time
Tasks such as consolidating financials, reconciling categories, building historical views, and wiring formulas often required 6–10 hours per target.
- Manual workflows introduced operational risk
Formula errors, inconsistent outputs, and analyst-dependent processes increased the risk of inaccuracies while limiting scalability.
- Existing models could not be disrupted
The firm needed automation that worked alongside existing LBO templates and review processes rather than replacing them.
- How Lyzr solved it ?
- Lyzr implemented an agent-driven inbound SDR system that combined structured knowledge, automated decisioning, and human-in-the-loop controls to manage inbound engagement at scale.
- Lyzr developed a solution that transforms raw client workbooks into model-ready financial outputs while preserving existing modeling conventions.
- Multiple AI agents automatically identified financial data, standardized categories, and consolidated information across reporting periods.
- The platform enabled analysts to review outputs, adjust mappings, and validate recommendations before generating final workbooks.
- The solution automatically created structured financial workbooks with live formulas, standardized formatting, and firm-specific reporting requirements.
The outcome
- Reduced preparation time dramatically
Financial model preparation dropped from 6–10 hours to under 5 minutes per target.
- Standardized diligence workflows
Category normalization, financial mapping, and workbook generation became consistent across every deal.
- Reduced spreadsheet risk
Automated formulas and structured workflows minimized manual errors and improved reliability.
- Increased analyst productivity
Analysts spent less time preparing spreadsheets and more time evaluating businesses and investment opportunities.
The outcome
Multi-sheet extraction pipeline
How Lyzr handled security?
- Enterprise-grade compliance
Lyzr Agent Platform is SOC2, GDPR, and ISO 27001 compliant, supporting secure deployment across enterprise environments.
- Secure financial data processing
Financial data remains within enterprise-controlled cloud environments, ensuring stronger governance and access control.
- Reliable AI-driven workflows
Lyzr's reflection framework helps improve extraction accuracy and reduce inconsistencies across financial processing workflows.
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