PreviAI vs. Excel & paper
Excel runs the numbers. PreviAI runs the file.
You are an adviser — not there for the typing. Excel is flexible and familiar, but it knows neither sources nor gaps nor the client. Every workbook is a one-off, every handover a risk, every annual review starts from zero.
TodayWith PreviAI
Isolated calculations per workbookOne client file with a source trail
Manual re-keying from PDFsDocument extraction with confidence scores
Dossier as an ad-hoc packageVersioned, source-referenced file
Follow-up by email and reminderSecure customer app with events and acknowledgements
Excel remains a good tool for the quick side calculation. The advisory file still belongs in a system that knows sources, gaps and approvals.
Statements about third-party products are based on publicly available information and describe different areas of focus, not quality judgements. All comparisons
The best comparison is your own case.
Bring an anonymized case example — we will show you the difference on it.