An Excel add-in that builds a 3-statement financial model plus a board-ready dashboard in minutes — and connects to QuickBooks
free templates for lead gen + monetized via premium templates/data connections
Fewer bars = easier, cheaper, or faster for an AI-assisted solo builder. Editorial judgments based on the case details.
On the surface this is a review: Josh Aharonoff — a CFO who has built hundreds of financial models and trains finance professionals worldwide — goes head-to-head with Claude for Excel across four rounds (3-statement model, revenue forecast, headcount forecast, dashboard) to see who builds the better financial model. Commercially, though, it's a meticulously designed soft sell: in every round he first watches how Claude does it, then demos “how I'd do it” — and “how I'd do it” is always a template generated by his own Excel add-in, Model Wiz. He sets the hook in the opening: the templates are free at modelwiz.com, and you can even connect QuickBooks Online data for free. This content play — ride the AI hype, then let the side-by-side comparison show off your own tool — is the entire customer-acquisition engine of the business. It captures traffic from the “can AI replace financial modeling?” debate everyone is having, while planting the product in the highest-trust context possible: the expert stepping into the ring himself.
5 more sections — the full story, the playbook, the risks, and the numbers. Free account unlocks everything.
Create free accountEmail code only. No password.The quick-reference card — acquisition channels, replication playbook, and risk map — unlocks with a free account.
Create free accountEmail code only. No password.Paste into Claude Code / Codex and get a working version of this product end-to-end.
Two production-grade prompts per idea: a full build spec and an SEO growth plan. Copy, paste, ship.
Go Pro — $10/moCancel anytime.Every claim traces back to a source video.
Source video links unlock with a free account. Full transcripts are Pro.
Create free accountEmail code only. No password.Data credibility: The video's author, Josh Aharonoff (a CFO who has trained finance professionals worldwide), demos his own Excel add-in Model Wiz, saying the templates are free at modelwiz.com and can connect to QuickBooks Online data for free; the video discloses no revenue figures at all, hence the “potential” label. All revenue figures are founder-reported or estimated by the video creator, unaudited.