AI Spreadsheet & Modeling Tools for Finance Professionals
The definitive guide to AI spreadsheet tools transforming how finance professionals work in Excel, Google Sheets, and beyond — curated, tested, and reviewed so you can find the right tool for your workflow.
Need AI Spreadsheet training for your team book a Training Consultation →The future of spreadsheets is rapidly changing. Many tools are integrating AI directly into spreadsheets, fundamentally changing how we work. This page brings all the tools together in one place so you can discover what's available in the marketplace.
Many of these tools are designed specifically for the finance community and can assist with building financial models, auditing, charting and graphing, data cleaning and more
Many of these tools offer a free tier or a free trial, allowing you to test them. The exception are the three main tools Copilot, Claude, and ChatGPT which each require a paid plan to use. I recommend to start with one of the LLM tools for testing and in particular one that has the Claude model. They are organized into four categories: Excel Add-ins, New AI Spreadsheets, Google Sheets Add-ins, and AI Modeling Tools.
🎬 Watch The ModSquad — We Test These Tools So You Don't Have To
Before you pick a tool, watch how they actually perform. In The ModSquad, a video series on the Financial Modeler's Corner podcast, host Paul Barnhurst teams up with world-class financial modeling experts Ian Schnoor and Giles Male to put AI spreadsheet tools through rigorous, real-world testing.
The team runs tools through a gauntlet of challenges — FP&A tasks, Excel eSports competition cases, five-year forecast models, balance sheet audits, and custom scenarios like deferred revenue schedules — to uncover what each tool actually does well, where it falls short, and whether it's ready for serious finance work.
Tools tested so far include Claude, Elkar, Melder, Shortcut, TabAI, Tracelight Trufflepig, Copilot Excel Agent, and Rosie AI. Every episode delivers candid, unscripted analysis that will sharpen your understanding of what AI can and cannot do in financial modeling today. Watching this series will make you a more informed buyer, a smarter user of AI tools, and a better modeler — because you'll understand both the capabilities and the limitations before you ever open the tool.
Pro Tip: Given how fast things have changed I would start with the most recent episodes and work back. With how quick things have changed the latest episodes are most relevant to the current environment.