TagniFi, the valuation intelligence platform focused on the middle market, has launched TagniFi Spread, an AI-powered tool that securely transforms private company financial statements into custom layouts and delivers them directly into Excel. According to the company, the tool can spread five years of financial statements in five minutes.

Spreading private company financials has long been one of the most time-consuming steps in valuation, credit, and deal work. Unlike public companies, which report through standardized regulatory filings, private companies face no comparable public reporting requirement, so their statements typically surface only when lenders, buyers, or appraisers ask for them. Statements arrive in inconsistent formats, line items vary from company to company, and analysts spend hours re-keying figures into the templates their firms rely on. That burden falls on the teams serving the privately held middle market — the segment TagniFi's platform is built around. TagniFi Spread replaces that manual process with an AI workflow built around each firm's own format.

Excel integration sits at the core of the product. The focus reflects how the work is actually done: valuation, credit, and deal models are built in spreadsheets, so financials delivered anywhere else still require manual handling before analysis can begin. Every private company spread is available in Excel through the TagniFi Excel function: changing the company ID pulls that company's financials into Excel in the selected layout. A single model can therefore be reused across an entire portfolio of private companies, with no re-keying, copying, or reformatting.

Key capabilities listed by the company include:

• Custom layouts. Users define the line items, groupings, and structure their firm uses, then apply them consistently across every company they spread.
• AI mapping. After income statements, balance sheets, and cash flow statements are uploaded, the AI maps each line item to the firm's layout.
• Tax return support. Business tax returns, including Forms 1065, 1120, and 1120-S, can be spread into the same layouts used for financial statements. Those forms are the IRS income tax returns filed by partnerships, C corporations, and S corporations, respectively.
• Excel integration. Spread financials pull straight into Excel models without copying, pasting, or reformatting.
• Secure by design. Private company financials are encrypted throughout upload, processing, and delivery. That emphasis is notable given that private company financials are not public documents.

"Every firm that works with private companies has its own way of looking at the numbers, and analysts have spent far too many hours re-keying financial statements to fit that format," the company said in the announcement. "TagniFi Spread lets teams define their layout once, then lets AI do the mapping, so the data lands in Excel structured the way they already work. Analysts spend less time on data entry and more time on analysis."

For firms whose day-to-day work involves valuing private companies, screening credit, or working transactions, the announcement frames the change as a shift in where the effort goes: layouts are defined once at setup instead of being rebuilt for every engagement. More details are available on the official TagniFi website and in the original announcement published by GlobalFinTechSeries.