Model ML
Finance
Only for iPhone
Free · Designed for iPhone. Not verified for macOS.
iPhone
Model ML is your Finance Agent wherever you are, whenever you need it. Made for investment banking, private equity, and advisory teams, it connects to your data in real time, works the way you do, and gets sharper with every deal. Produce client-ready pitchbooks, financial models, memos, and audits, right from your phone with Model ML.
AN AI AGENT THAT WORKS LIKE YOU
Teach your Agent how you work: your comp methodology, your LBO conventions, your memo style. Encoded once, applied every time. It remembers your business, your clients, and your last call, carried forward without being asked twice. Fully composable, governed, and customizable.
CLIENT-READY DELIVERABLES
Hand your Agent a target company and get back a 50+ page pitchbook in your house format. Build fully linked, multi-tab financial models where every cell is traceable to the source. Generate research memos, company primers, and sector overviews — structured, branded, and ready to circulate. Audit existing decks in a single click, reconciling every figure, chart title, and footnote against the source before the client ever sees them.
CONNECTED TO ALL YOUR DATA
Documents, data rooms, CRMs, and email — connected, retrieved, and cited. Your Agent reasons across CapIQ, FactSet, filings, and transcripts, with source material always on tap for valuation, due diligence, and deal work. Connect your internal systems and bespoke tools via MCP or API.
PICK UP RIGHT WHERE YOU LEFT OFF
Start your work in the mobile app and continue in the apps you already use. Same brain, same skills, same memory of last week's work.
WHEREVER YOU ARE, YOUR AGENT IS TOO
Talk to it and it talks back, in natural two-way voice conversation. Chat by text for quick back-and-forth on the go. Set triggers or email it, and finished work lands in your inbox.
THE BEST MODEL FOR EVERY TASK
A model-agnostic architecture routes every task to the best AI model for the job — and evolves as the ecosystem advances, so you're always working on the frontier.
Build custom agents in Model ML which help you:
▶ Assemble pitchbooks in your house format
▶ Build linked, traceable financial models
▶ Draft research memos and company primers
▶ Audit decks for errors, contradictions, and formatting drift
▶ Automate repeatable deliverables with Custom Agents
▶ Work hands-free with voice, text, or email
▶ Bring your own data into every task, cited to the source
ENTERPRISE-GRADE SECURITY
Purpose-built for enterprise financial institutions, with the strongest standards of security and compliance built into our core. ISO 27001 and SOC 2 certified, GDPR compliant.
Trusted by the world's leading financial institutions.
Ratings & Reviews
Model ML 6.0 brings a more capable Task Manager, a thought process that matches the web app, and an optional app lock.
Tasks: rename a task from its page, edit its instructions in place with checkboxes, bullets, numbered lists and links, and change its status, due date and project without leaving it. Drag tasks to reorder them in the list and board views, rename board statuses or add new ones, and create tasks from a sheet that looks like the task page itself.
Chat: the thought process now shows one entry per turn with how long it took, and web searches and code steps you can open for detail. "Working" appears the moment you send a message, threads that are still generating shimmer in the sidebar, answer text stays selectable, and clarifying questions are easier to answer.
Also in this release:
• Optional app lock: protect Model ML with Face ID, Touch ID or your passcode after signing in, where your workspace allows it.
• Filter Projects by All, Personal and Shared with me, and Sites by All, Personal and Others.
• Search keeps the keyboard open while you refine what you typed.
• Spreadsheets, decks, Word documents and PDFs show their familiar Office and PDF icons everywhere.
• Answers that cite a connected tool, such as your calendar or email, show a source pill instead of raw text.
• Intune: sign-in continues automatically after a PIN check, first-time setup is explained before it starts, and citations open normally on managed accounts.
• Your sign-in details are hidden in the app switcher, and account details are stored more securely on the device.
• The app no longer shows a "Checking secure access" screen on every launch.
The developer, Model ML, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Linked to You
The following data may be collected and linked to your identity:
- Contact Info
- User Content
- Usage Data
- Diagnostics
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- ModelML LTD
- Size
- 31.9 MB
- Category
- Finance
- Compatibility
Requires iOS 17.0 or later.
- iPhone
Requires iOS 17.0 or later. - Mac
Requires macOS 14.0 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 1.0 or later.
- iPhone
- Languages
- English
- Age Rating
4+
- 4+
- Contains
User-Generated Content
- Copyright
- © 2026 ModelML Limited
