
Gridlines is a financial technology company providing AI-powered software that automates complex and time-consuming tasks for financial institutions, especially in investment banking. Their product transforms hours of manual work into minutes by converting financial data from PDFs and Excel into dynamic, branded PowerPoint slides and Excel sheets, enabling faster audit, reporting, and presentation creation. The company targets financial institutions aiming to improve efficiency and productivity by streamlining workflows with next-generation AI. Gridlines offers a scalable solution that integrates firm-specific templates and branding, reducing manual errors and weekend work, and accelerating deal flow. They emphasize data security with encryption and are working towards SOC 2 compliance, positioning themselves as a trusted partner in financial services technology.

Gridlines is a financial technology company providing AI-powered software that automates complex and time-consuming tasks for financial institutions, especially in investment banking. Their product transforms hours of manual work into minutes by converting financial data from PDFs and Excel into dynamic, branded PowerPoint slides and Excel sheets, enabling faster audit, reporting, and presentation creation. The company targets financial institutions aiming to improve efficiency and productivity by streamlining workflows with next-generation AI. Gridlines offers a scalable solution that integrates firm-specific templates and branding, reducing manual errors and weekend work, and accelerating deal flow. They emphasize data security with encryption and are working towards SOC 2 compliance, positioning themselves as a trusted partner in financial services technology.
What they do: AI-powered automation that converts financial data into branded Excel and PowerPoint outputs
Primary customers: Investment banking, consulting, and finance teams
Founded: 2022
Headcount (evidence): 3
Funding (evidence): Total funding reported as 1,000,000 USD; last round date 2022-03-25
Productivity automation for financial analysts and teams (investment banking, consulting, finance).
2022
FinTech Software
1000000.00