Cast

C
C tier on Financial Modeling SoftwareScore 6.8 · #3 of 30
Android app
Not listed
Free plan
Yes
Paid plans from
$15/mo
Runs on
Web
cast.is
The Cast homepage

Summary

Cast is a web-based modeling tool for private equity, credit, FP&A, and other finance teams. It checks covenants and shows a pass-or-fail result with the margin for each 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 to deal EBITDA, and runs Monte Carlo analysis with 10,000 trials, displaying P10, P50, and P90 outcomes. Cast can generate models from natural-language descriptions, edit existing models, and validate generated code before displaying results. It exports .xlsx files with live formulas, sections, scenarios, and formatting. Connections to QuickBooks, Xero, and FreshBooks can import invoices, contacts, transactions, and payments; custom connectors can use public REST APIs. Shared stakeholders can change inputs in the Results pane without changing formulas. 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 that need valuation models, covenant checks, scenario analysis, or accounting-data imports. Its desktop-only access may matter to teams choosing where to work.

What is good

  • Covenants receive pass-or-fail results with margins.
  • Sensitivity grids can turn cells into scenarios.
  • Monte Carlo runs show P10, P50, and P90 outcomes.
  • Exports .xlsx files with live formulas.
  • Imports accounting data from QuickBooks, Xero, and FreshBooks.

What to know first

  • Desktop only; works best in Chrome, Firefox, or Safari.
  • Free plan limits users to three saved models.
  • Free share links expire after seven days.
  • Pro costs 15.00 USD per month.

Verdict

Cast combines financial modeling, scenario analysis, and accounting-data imports in a web tool. Consider its desktop-only limitation and the Free plan's model and sharing limits when choosing a plan.

Cast plans and pricing

All plans
Free Free 60 AI credits/month · 3 saved models · share links expire after 7 days · shared links show model code cast.is · 1 Oct 2026
Pro $15/mo 1,000 AI credits/month · unlimited saved models · permanent share links · priority support cast.is · 1 Oct 2026
Teams $40/mo shared live models · version history · snapshot links · 1,000 AI credits/seat/month cast.is · 1 Oct 2026

Compared on financial modeling software

Free plan
Yescast.is
Valuation models
Yescast.is
Scenario analysis
Yescast.is
Excel add-in
Nocast.is
Accounting data import
Yescast.is
Audit trail
Yescast.is
Supported platforms
Webcast.is

Facts

Purpose
Cast is a modeling tool for private equity, credit, FP&A, and other finance teams.cast.is · 1 Oct 2026
Covenants
Cast checks covenants and renders each rule as a pass/fail result with margin on every case.cast.is · 1 Oct 2026
Sensitivity analysis
Cast provides color-coded sensitivity grids and lets users load a cell as a scenario.cast.is · 1 Oct 2026
Benchmarks
Cast compares assumptions with NYU Stern Damodaran industry data, size-adjusted to deal EBITDA.cast.is · 1 Oct 2026
Monte Carlo
Cast runs 10,000 trials and displays P10, P50, and P90 outcomes.cast.is · 1 Oct 2026
AI modeling
Cast generates models from natural-language descriptions, edits existing models, and validates AI-generated code before showing results.cast.is · 1 Oct 2026
Excel export
Cast exports .xlsx files with live formulas, sections, scenarios, and formatting.cast.is · 1 Oct 2026
Integrations
Cast connects to QuickBooks, Xero, and FreshBooks through OAuth to pull invoices, contacts, transactions, and payments.cast.is · 1 Oct 2026
Custom connectors
Cast can create connectors for any public REST API, including crypto, FX, commodities, and weather data.cast.is · 1 Oct 2026
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.cast.is · 1 Oct 2026
Sharing
Shared stakeholders can change inputs in the Results pane while formulas remain untouched.cast.is · 1 Oct 2026
Platform limit
Cast is desktop only and works best on Chrome, Firefox, or Safari.cast.is · 1 Oct 2026
Support
The Pro plan includes priority support.cast.is · 1 Oct 2026
Subscription terms
Cast says software subscriptions can be canceled anytime and models remain owned by the customer.cast.is · 1 Oct 2026

Company

Headquarters
San Franciscocast.is · 28 Sept 2026

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