Tracelight AI in Excel: Build Interactive Planning Models in Minutes

In this video, I walk through a real-time demo of Tracelight, an AI assistant that lives directly inside Excel.

No toggling between platforms. No learning new software. Just open Excel, describe what you want in plain English—and Tracelight builds it for you.

I tested it by creating a dynamic cash flow planner with multiple growth scenarios, withdrawal strategies, and automatic recalculations—something that would normally take a couple of hours. Tracelight built it in minutes, inside a familiar spreadsheet.

But what stood out wasn’t the speed. It was the intelligence.

This tool didn’t just pull a template—it asked clarifying questions, structured formulas based on my input, and built a fully interactive model that updated instantly with new assumptions.

🔍 What You’ll See:
-- How to build a full financial model with a simple prompt
-- Tracelight’s step-by-step thought process and formula creation
-- A finished spreadsheet with professional formatting, logic, and dynamic inputs
-- Real examples of how to use this in planning, modeling, and client prep

💡 Why It Matters:
--- You get the power of a skilled Excel analyst—without leaving Excel
--- Makes advanced financial modeling faster, easier, and more accessible
--- Shifts the advisor’s role from “builder” to “strategic thinker”
--- Helps teams scale financial work with consistency and precision
--- Tracelight doesn’t replace Excel skills—it enhances them.

📥 Watch the full demo to see how this kind of AI integration is already reshaping day-to-day work.

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Matt Reiner is a CFA®, CFP®, fintech entrepreneur, and industry thought leader dedicated to helping financial advisors scale their firms, elevate the client experience, and lead with clarity. As a Partner at Capital Investment Advisors, Matt blends real-world advisory experience with innovative thinking to shape the future of wealth management. He also hosts The Future Proof Advisor podcast, where he explores what’s next for the industry through conversations with top voices in fintech and finance.

🎙 Listen to the podcast: https://www.mattreiner.com/podcast
🔗 Connect with Matt on LinkedIn: linkedin.com/in/mattreineratl