Cast is a web-based modeling tool for private equity, credit, FP&A and other finance teams. It checks covenants and reports each rule as pass or fail, with the margin shown for every case. Color-coded sensitivity grids let users explore assumptions and load a selected cell as a scenario. The platform compares assumptions with NYU Stern Damodaran industry data adjusted for deal EBITDA, and runs Monte Carlo analysis with 10,000 trials, showing P10, P50 and P90 outcomes. Its AI can create models from natural-language descriptions, edit existing models and validate generated code before showing results. Excel exports are .xlsx files with live formulas, sections, scenarios and formatting. Cast connects through OAuth to QuickBooks, Xero and FreshBooks to pull invoices, contacts, transactions and payments; custom connectors can use public REST APIs. Shared stakeholders can adjust inputs in the Results pane without changing formulas. Cast is desktop only and works best on Chrome, Firefox or Safari. The Free plan includes 60 AI credits per month and three saved models; Pro costs $15.00 USD per month.
Who it is for
Cast suits finance teams building and reviewing models, exploring scenarios and sharing selected inputs with stakeholders. It is for desktop users who work with the supported browsers.
What is good
- Covenant checks show pass-or-fail results and margins.
- Sensitivity grids can be turned into scenarios.
- Excel exports retain live formulas and formatting.
- Free plan includes 60 AI credits monthly.
What to know first
- Cast is desktop only.
- Free saved models are limited to three.
- Free share links expire after 7 days.
- No Excel add-in is listed.
Verdict
Cast combines scenario analysis, covenant checks, AI-assisted modeling and Excel export for finance workflows. Consider the free plan’s model and link limits, or the paid plans if you need more saved models or permanent share links.
Cast plans and pricing
All plansCompared on financial modeling software
- Free plan
- Yes
- Valuation models
- Yes
- Scenario analysis
- Yes
- Excel add-in
- No
- Accounting data import
- Yes
- Audit trail
- Yes
- Supported platforms
- Web
