Adlega From $41/mo · Free plan 9.2 Visit Cast
cast.is
What it is
Cast is a web-based modeling tool for private equity, credit, FP&A, and other finance teams. It checks covenants and presents each rule as pass or fail with the margin for each case. Color-coded sensitivity grids let users explore assumptions and load a cell as a scenario. Cast compares assumptions with NYU Stern Damodaran industry data adjusted for deal EBITDA size, and its Monte Carlo analysis runs 10,000 trials with P10, P50, and P90 outcomes. AI tools can create models from natural-language descriptions, edit existing ones, and validate generated code before showing results. Excel exports are.xlsx files with live formulas, sections, scenarios, and formatting. OAuth connections to QuickBooks, Xero, and FreshBooks can pull invoices, contacts, transactions, and payments; custom connectors can use public REST APIs. Shared stakeholders can change inputs in the Results pane while formulas remain untouched. The Free plan includes 60 AI credits per month and three saved models; Pro costs $15 per month. Cast says subscriptions can be canceled anytime and customers retain ownership of their models.
Spec sheet
- What it does
- Cast is a browser modeling application built around readable named formulas, editable inputs and recalculated results.Read 15 Oct 2026 · cast.is
- Purpose
- Cast is a modeling tool for private equity, credit, FP&A, and other finance teams.Read 1 Oct 2026 · cast.is
- Integrations
- Cast connects to QuickBooks, Xero, and FreshBooks through OAuth to pull invoices, contacts, transactions, and payments.Read 1 Oct 2026 · cast.is
- Support
- The Pro plan includes priority support.Read 1 Oct 2026 · cast.is
- Headquarters
- San FranciscoRead 28 Sep 2026 · cast.is
- AI assistant
- The assistant accepts typed or spoken requests to build or edit models, explain results and suggest data changes.Read 15 Oct 2026 · cast.is
- AI code checks
- Generated model code must pass Cast's parser and evaluator before it is shown to the user.Read 15 Oct 2026 · cast.is
- AI modeling
- Cast generates models from natural-language descriptions, edits existing models, and validates AI-generated code before showing results.Read 1 Oct 2026 · cast.is
- AI research
- AI research organizes hypotheses, evidence and supported, unsupported or mixed verdicts into an investigation record.Read 15 Oct 2026 · cast.is
- API and SDKs
- The opened Cast pages describe user-created API connectors but do not publish a standalone public API, SDK or developer package.Read 15 Oct 2026 · cast.is
- Benchmarks
- Cast compares assumptions with NYU Stern Damodaran industry data, size-adjusted to deal EBITDA.Read 1 Oct 2026 · cast.is
- Charts
- Adding a chart flag to a result creates a line chart for forecast periods.Read 15 Oct 2026 · cast.is
- Company focus
- Zavient presents itself as a predictive-AI business serving marketplaces, lenders, insurers and revenue teams.Read 15 Oct 2026 · zavient.com
- Company legal name
- The maker's associated Zavient site identifies the business as Zavient LLC.Read 15 Oct 2026 · zavient.com
- Company location
- Zavient describes its operating base as the San Francisco Bay Area.Read 15 Oct 2026 · zavient.com
- Company performance claim
- Zavient's site claims more than $20 million in attributable revenue from prior work.Read 15 Oct 2026 · zavient.com
- Covenants
- Cast checks covenants and renders each rule as a pass/fail result with margin on every case.Read 1 Oct 2026 · cast.is
- CSV data
- Users can upload CSV files, edit rows, handle missing values, filter records and preview calculated columns.Read 15 Oct 2026 · cast.is
- Custom connectors
- Cast can propose connectors from API documentation and pull data with fetch(), although live sources may require the user's API key or account.Read 15 Oct 2026 · cast.is
- Excel export
- Cast exports XLSX workbooks, retaining supported calculations as live Excel formulas and exporting unsupported functions as values with notes.Read 15 Oct 2026 · cast.is
- Finance template
- The finance example includes a five-year LBO forecast, debt paydown, IRR, MOIC, a 35-cell sensitivity table, 1,000-run Monte Carlo and covenant checks.Read 15 Oct 2026 · cast.is
- Forecasting
- Forecasts are created by supplying a starting value and a rule for subsequent periods.Read 15 Oct 2026 · cast.is
- Formula recalculation
- Changing an input in the Results view recalculates connected answers without changing the formula text.Read 15 Oct 2026 · cast.is
- Founder background
- Zavient says its builder has MIT mathematics training, a Texas A&M MBA and five years sourcing middle-market private-equity deals.Read 15 Oct 2026 · zavient.com
- Licence
- The opened Cast pages do not state an open-source licence or identify Cast as open source.Read 15 Oct 2026 · cast.is
- Limit: audio controls
- The G2 reviewer found audio-effect and settings customization too limited for granular manipulation.Read 15 Oct 2026 · g2.com
- Limit: engineering use
- Cast's engineering examples require engineering review because their assumptions are demonstrations rather than certified designs.Read 15 Oct 2026 · cast.is
- Limit: Excel compatibility
- Functions without an Excel equivalent are exported as values and notes instead of live formulas.Read 15 Oct 2026 · cast.is
- Limit: illustrative examples
- The examples page says its mortgage, retirement, rent-versus-buy and LBO assumptions are illustrative rather than complete real-world analyses.Read 15 Oct 2026 · cast.is
- Limit: model assumptions
- Cast warns that a successfully calculated model can still contain bad assumptions and should be reviewed before relying on its outputs.Read 15 Oct 2026 · cast.is
- Limit: post-production
- The G2 reviewer said Cast lacks the advanced post-production depth of dedicated audio-editing software.Read 15 Oct 2026 · g2.com
- Monte Carlo
- Monte Carlo runs thousands of simulations and reports outcomes, percentiles and downside ranges.Read 15 Oct 2026 · cast.is
- Optimization
- Optimization and backsolving support constraints, headroom, formula libraries and solver certificates.Read 15 Oct 2026 · cast.is
- Platform limit
- Cast is desktop only and works best on Chrome, Firefox, or Safari.Read 1 Oct 2026 · cast.is
- Praise: collaboration
- The G2 review says multiple users can collaborate on a podcast project.Read 15 Oct 2026 · g2.com
- Praise: interface
- The G2 reviewer praised Cast's sleek interface, intuitive navigation and streamlined recording workflow.Read 15 Oct 2026 · g2.com
- Praise: remote recording
- The G2 reviewer valued cloud recording for high-quality sessions with geographically remote guests.Read 15 Oct 2026 · g2.com
- Predictive models
- Cast trains and compares predictive models, ranks feature drivers and reports fit metrics.Read 15 Oct 2026 · cast.is
- Rating on G2
- Cast received 4.5 out of 5 from 1 review on G2; the listing describes the product as a podcast recording, editing and hosting tool.Read 15 Oct 2026 · g2.com
- Review coverage
- G2 states that one review is insufficient for it to provide meaningful buying insight.Read 15 Oct 2026 · g2.com
- Scenario analysis
- Save Scenario places alternative cases side by side across named inputs and results.Read 15 Oct 2026 · cast.is
- Security proxy
- External requests use a server-side proxy with SSRF protection, HTTPS enforcement, size limits, and timeouts; API keys do not touch the browser.Read 1 Oct 2026 · cast.is
- Self-hosting
- The opened Cast pages present Cast as an online application and do not document self-hosted deployment.Read 15 Oct 2026 · cast.is
- Sensitivity analysis
- The sensitivity tool sweeps two inputs and presents the resulting combinations as an interactive heatmap.Read 15 Oct 2026 · cast.is
- Sharing
- Users can share editable-input views or frozen snapshots, while input-only sharing requires Pro.Read 15 Oct 2026 · cast.is
- Subscription terms
- Cast says software subscriptions can be canceled anytime and models remain owned by the customer.Read 1 Oct 2026 · cast.is
- Symbolic regression
- Symbolic regression searches for equations and compares their accuracy against complexity.Read 15 Oct 2026 · cast.is
- Versioning
- Cast supports saving versions, comparing changes and restoring earlier work.Read 15 Oct 2026 · cast.is
- Web research
- Cast can search for current information or API documentation and display source links for inspection.Read 15 Oct 2026 · cast.is
Plans and prices
Free Free $0 forever all formulas, forecasts, scenarios, covenants, sensitivity grids, benchmarks, Monte Carlo · Excel export · 60 AI credits/month · 3 saved models · share links expire after 7 days Read 15 Oct 2026 · cast.is
Pro $15 a month $15/ month everything in Free · presentation links hide model code · 1,000 AI credits/month · unlimited saved models · permanent share links · remove Cast branding · priority support Read 15 Oct 2026 · cast.is
Teams $40 a month $40/ seat / month everything in Pro · shared live models · colleague version history · snapshot links · 1,000 AI credits per seat/month Read 15 Oct 2026 · cast.is
Strong points and limits
Strong points
- Monte Carlo analysis runs 10,000 trials.
- Exports .xlsx files with live formulas and formatting.
- Connects to QuickBooks, Xero, and FreshBooks.
- Shared users can change inputs without changing formulas.
- Subscriptions can be canceled anytime.
Limits
- Free plan limits users to three saved models.
- Free share links expire after seven days.
- Free shared links show model code.
- Platform is desktop only.
Who it suits
Cast suits finance teams working with valuation models, covenant checks, and scenario analysis. Its integrations and shared-input workflow may suit teams that need accounting data or stakeholder input in their models.
Verdict
Cast combines modeling, scenario analysis, covenant checks, and Excel export with accounting integrations. The Free plan has limits on saved models and sharing; Pro starts at $15 per month.
Where Specifiction places it
- Financial Modeling Software#3 of 338.9
