Spreadsheet Agent
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10x Faster with AI
Transform your workflow with our Spreadsheet AI Agent built for Financial Modeling, Budget Templates, Expense Reports & Data Analysis
Key Capabilities
Financial Modelling
Create sophisticated financial models with automated calculations, scenario analysis, and forecasting capabilities.
Web Search Integration
Access real-time data from the web to populate your spreadsheets with current market information and industry data.
Multi Sheet Linking
Build connected workbooks with intelligent cross-referencing - ideal for inventory tracking spreadsheets, revenue models, or multi-entity consolidations.
File Import & Processing
Import and process data from various file formats including CSV, Excel, PDF, and more with intelligent parsing.
Data Visualization & Charts
Create interactive dashboards, Excel dashboard templates, Gantt chart templates for Google Sheets, KPI views, and charts that automatically update with your data.
Project & Budget Tracking
Create project tracker templates, monthly budget templates, time sheet templates, and business budget spreadsheets with real-time updates and monitoring.
Data Insights & Analysis
Get intelligent insights from your data with automated analysis, trend identification, and actionable recommendations.
Smart Formulas & Automation
Leverage powerful spreadsheet formulas generated automatically from natural language prompts.
Source Citation & Auditability
Every data point comes with complete source attribution and audit trails, ensuring transparency and compliance.
Example Tasks You Can Ask
Build Models from PDFs or Web Data
Upload financial documents and let AI extract data to create structured models.
Create Budget Templates
Generate professional budget spreadsheets and business budget templates with automated spreadsheet formulas.
Analyzing Data and Building Reports
Transform raw data into actionable insights with automated analysis.
Build Project Trackers
Generate comprehensive project management tools with timeline visualization and cost tracking.
Data Cleaning and Processing
Clean messy datasets and standardize data formats automatically.
Model Validation
Get AI validation and error detection for your financial models.
Business Use Cases
From financial modeling to strategic insights, see how professionals across industries leverage AI-powered spreadsheets
Quantitative Financial Modeling
Financial Analysts & Investment Teams
Build sophisticated financial models for valuations, forecasting, and due diligence with automated spreadsheet formulas and scenario analysis.
Use Cases:
- ▸Balance sheet templates & income statements
- ▸Earnings forecasts & DCF valuations
- ▸Business budget templates with variance analysis
- ▸Buy-side/sell-side due diligence workbooks
AI-Powered Executive Dashboards
CXOs & Decision Makers
Generate executive-ready Excel dashboard templates and Google Sheets with automated insights, strategic recommendations, and explanations for every metric.
Use Cases:
- ▸Real-time KPI scorecards with rationale
- ▸Monthly budget templates and expense tracking
- ▸Operations metrics & trend analysis
- ▸Client reporting with strategic insights
Intelligent Market Research
Research & Strategy Teams
Automate data collection from the web, benchmark against competitors, and generate analysis-ready datasets with complete source attribution.
Use Cases:
- ▸Competitor pricing & positioning analysis
- ▸Financial statement aggregation
- ▸Salary benchmarking from job portals
- ▸Industry trend reports with citations
Data Consolidation & Analysis
Business Analysts & Operations
Consolidate data from multiple sources, perform sentiment analysis, and extract actionable insights from both structured and unstructured data.
Use Cases:
- ▸Expense report templates with automated categorization
- ▸Inventory tracking spreadsheets with alerts
- ▸Time sheet templates with hour calculations
- ▸Project tracker templates with Gantt charts
Getting Started
Step 1: Choose Your Starting Point
Start with a prompt
Begin from scratch and describe what you need in natural language.
- •Create financial models
- •Analyze uploaded data
- •Build automated trackers
Import your existing spreadsheets
Bring your current Excel workbooks to leverage AI-powered enhancements and analysis.
- •Compatible with .xlsx, .xlsm, .csv formats
- •No restrictions on file size
- •Maintains all existing formulas and formatting
Step 2: Describe Your Task
Use natural language to communicate with the AI agent. Explain your objective in your own words - the agent understands context and will request clarification when necessary.
Example prompts:
“Create a monthly budget template with expense report tracking”
“Build a project tracker template with Gantt chart for Google Sheets”
“Generate a balance sheet template with automated spreadsheet formulas”
Step 3: See It Work
The AI agent processes your request and builds the spreadsheet in real-time. Watch as formulas, visualizations, and insights are generated automatically based on your requirements.
Step 4: Refine Your Results
Manually adjust as needed
Take control and make any modifications you prefer.
- •Complete spreadsheet functionality
- •All standard formulas available
- •Edit cells and formatting freely
Request additional changes
Keep the conversation going to enhance your spreadsheet further.
- •“Add a trend analysis chart to this data”
- •“Calculate profit margins for each quarter”
- •“Apply conditional formatting to highlight outliers”
Watch AI BuildComplex Excel Models
Real examples of how prompts transform into sophisticated spreadsheets in seconds
Financial Statement Analysis
Transform annual reports and financial documents into comprehensive analysis models
Prompt:
“Extract data from this earnings report PDF and create a 3-statement financial model with automated linking”
Competitive Intelligence
Automatically gather and organize competitor data from multiple online sources
Prompt:
“Research the top 10 SaaS companies in this space, pull their pricing, features, and create a comparison matrix”
Sales Analytics & Dashboard Creation
Transform sales data into actionable insights with Excel dashboard templates and performance metrics
Prompt:
“Analyze this sales data, create an executive dashboard with budget templates and expense tracking”
Data Standardization
Clean and transform messy data into structured, analysis-ready formats
Prompt:
“Standardize these customer records: split full names into first/last, extract domains from emails, and remove duplicates”
Scenario Planning Models
Build sophisticated financial models with multiple scenarios using powerful spreadsheet formulas and sensitivity analysis
Prompt:
“Create a business budget template with projections, balance sheet, and Gantt chart for project tracking”
Model Auditing & QA
AI-powered review to catch errors, circular references, and logic issues in your models
Prompt:
“Audit this valuation model for errors, check all formulas, and suggest improvements to make it more robust”
When to Use Spreadsheet Agent
Spreadsheet Agent excels at high-value, analytical work. Here's how to get the most out of it:
Perfect For
- ▸Complex financial models requiring multiple sheets and advanced spreadsheet formulas
- ▸Template creation like budget spreadsheets, expense report templates, time sheet templates, or inventory tracking spreadsheets
- ▸Large dataset analysis with thousands of rows in Excel or Google Sheets
- ▸Dashboard building with Excel dashboard templates, Gantt chart templates, and project tracker templates
Less Optimal For
- ▸Single-cell updates like changing one value manually
- ▸Basic arithmetic you can calculate mentally
- ▸Simple formatting like changing font colors or sizes
- ▸Live team collaboration with simultaneous editing
The Golden Rule
If a task would take you more than 5 minutes of manual work, that's where Spreadsheet Agent shines. Think strategic automation over simple edits. Let AI handle the heavy lifting while you focus on decision-making and analysis.