Spreadsheet AI Tools (Excel, Google Sheets and More)
The future of spreadsheets is rapidly changing. Many different tools are integrating AI directly into the spreadsheet. This will fundamentally change how we work in Excel, which is why I have created this page to bring all the tools together in one place and introduce you to what is available in the marketplace. Many of these tools are designed for the finance community and claim to assist with various tasks. Some of the areas they can help with include things such as:
Auditing - Audit and provide recommendations to improve our Financial Model
Charting/Graphing - Build and modify graphs and charts for us
Modeling - Assist in building our AI models with us
Data Cleaning/Extraction - Assist with cleaning and extracting data, in particular, pulling data from PDFs.
Nearly all of these tools offer a free tier or a free trial, allowing you to test them and see how they work. These tools are broken into three categories.
Excel Add-ins - Tools designed to work directly with us in Excel, much like Microsoft CoPilot but often built specifically for finance audiences.
Google Sheets Add-ins - Tools designed to work with us in Google Sheets.
New AI Spreadsheets - These tools have chosen to create their own spreadsheet and integrate it with AI.
In the sections below, I will cover each of the different tools and will be updating this site over time as things change.
Note: I do have affiliate relationships with some of these tools and may earn a commission if you subscribe to the product.
Excel AI Add-in Tools
Tagline: The AI Assistant for Excel
Description: Carousel is unique in that you have to download the application from its website and install it using an installer, rather than from the Microsoft App Store. This is for security reasons as it is a .com file. The tool also allows you to select from multiple LLM models, but they recommend sticking with Claude. The tool is still in Beta, but I have tested it for some waterfall charts and, overall, was impressed as it completed most of the tasks I requested correctly. It has access to many of the objects within Excel and can build and modify graphs directly in Excel. Testing is early, but it does seem like a robust option.
Pricing: Three tiers, $0 - 300+ a month per seat
Status: Beta is live and they have paying customers
Tagline: AI Understands Spreadsheets
Description: I have met with the founder of Cellori, and he has been working on building a markup language that does a better job of extracting the data from Excel than other tools on the market, and then applying an LLM model to it. I believe he is taking the right approach, and what he has shared has me excited, but he is months away from having a product released. This is one to watch for in the future.
Pricing: Not Applicable
Status: In Development
Tagline: Your Everyday AI Companion
Description: CoPilot is well-known, and it is Microsoft’s AI for the office. The cost is around $30 a month and is integrated into your entire office suite. It uses the ChatGPT 5 LLM from OpenAI. I have found it is good for beginner tasks, but for the average finance user, it currently lags behind the other tools available in the marketplace. This is because Microsoft is building for the masses, not the diehard finance user.
Pricing: Copilot offers multiple pricing tiers. A Business user license runs $360 a year per user.
Status: Generally available
Tagline: There's a better way to work in Excel
Description: Drift.AI is still in development. It has a website and mentions that there is a better way to work in Excel and that they are building an AI-Powered analysis partner, but that it is not available yet. I am meeting with the founder to learn more about the tool in the coming days, stay tuned for more.
Pricing: Not available
Status: Still in development
Tagline: Your AI Analyst for Spreadsheets
Description: Elkar is the only AI analyst I have seen so far that is available both in the Microsoft App Store and Google Marketplace. It markets itself as your AI analyst for Excel, even though it has an application for Google Sheets. On the website, I really like that they have created videos of several different use cases, including answering Microsoft Excel World Championship cases and even Monte Carlo Risk Simulation in Excel. You can see the videos here - https://elkar.co/features. I have not tested this one yet, but I have it on my list to test.
Pricing: Free Trial and Pro version that currently runs $25 a month, normally $40 a month
Status: Generally Available
Tagline: Excel Just Got Superpowers
Description: Melder is very early, and this can be seen when one checks out the website. That being said, I have seen videos of the product in use, and I really like the way they extract data from PDFs and have written custom formulas to extract and add columns, categorizing the data. I have downloaded the add-in and have it on my computer, but am still waiting to test it. I do think it has some unique features compared to others, from what I have seen.
Pricing: Not Available
Status: Product available for use but the Pro version is in beta and by invitation only at present.
Tagline: Your AI Assistant for Excel Modeling
Description: Rosie AI is one of the very first tools in this space I learned about and started to get me interested in this space. I have even interviewed Dennis Jiang on the Future Finance podcast to discuss the future of AI and Excel. I think he is very realistic about what it can and cannot do. The tagline is “Rosie is ChatGPT for Excel.” He has several companies and analysts using it, and I will be interviewing one for my podcast soon. I have played with it a little bit, seen a couple of videos, and have been relatively impressed so far. Rosie AI, to my understanding, utilizes OpenAI and the ChatGPT models to answer questions.
Pricing: A free trial is available, followed by plans starting at $10 and increasing from there.
Status: Generally available
Special Offer:
Use code FPNAGUY For 1 Month Free
Tagline: Meet Rowan, your accounting AI inside Excel
Description: Rowan AI is a tool that seems to be doing a good job of promoting what is possible at this time and not feeding the hype that AI can do everything. The tagline is Meet Rowan, your accounting AI inside Excel. It is built for finance and accounting teams. I have not been able to test the tool yet, but will be getting access soon and am very excited to see how it works.
Pricing: Free tier is available, Pro tier starts at $30
Status: Currently waitlisting those interested in the tool
Tagline: Your 24/7 Excel Analyst
Description: I was introduced to TabAI by Lance Rubin, one of the most qualified financial modelers I know. He is an expert in the space, and he was very impressed with the tool. The website markets it as Your 24/7 Excel Analyst and shares a video of the tool in action on the website. It claims to be able to build comprehensive DCF models for you, and I am excited for the possibilities but am also leary as we have seen a lot of hype in this space.
Pricing: 3 pricing tiers, free version, pro at $30, and Max at $300
Pricing: Free tier is available, Pro tier starts at $30
Status: Currently waitlisting those interested in the tool
Tagline: Become superhuman in Excel
Description: I have met with the co-founders, and they are very bullish on what the tool can do. One thing I am excited to test is that you can save any prompt as a reusable command to automate your repetitive tasks. The founders have found that they get the best results when they use the Claude models to answer their inquiries. On the website, they promise to discover errors and format your spreadsheets with one simple prompt. I have found formatting to be an issue often, so I will be curious to test this out.
Pricing: 3 pricing tiers, free version, pro at $30, and Max at $300
Pricing: Free tier,then Pro at $40 and an Enterprise pricing option
Status: Generally available
Gooogle Sheets Add-ins
New AI Spreadsheets
Several companies have taken the approach of building a spreadsheet tool vs integrating directly into an existing tool. Some make all files downloadable as .xlsx so you can still work with Excel, even though they are a separate tool. Other AI tools are focusing on replacing Excel with a spreadsheet built for the AI era from the beginning.
Equals - Markets itself as an All-in-one GTM Analytics tool, popular with startups.
Paradigm - The AI-powered spreadsheet. A tool designed to use an army of agents to help you with your data. Not trying to replace Excel, different use case.
Quadratic - Quadratic AI markets itself as The AI Spreadsheet, where you can chat with your data and get insights in seconds.
Rows.com - Rows has been around for several years and is one of the most developed modern connected AI-based spreadsheets I have seen.
Trufflepig - They market themselves as the AI-first spreadsheet, a spreadsheet that speaks your language.
SourceTable - Markets itself as the AI spreadsheet has been around for a few years started with the data science professional in mind and pivoted to be an AI spreadsheet.
Shortcut - This spreadsheet has generated a lot of buzz in the marketplace with its claims of being the first supherman agent for excel.
Subset - They market themselves as The AI Spreadsheet editor, built to make finance professionals more productive.