A representative finance workflow that matches transactions, categorizes exceptions, and prepares the remaining rows for human review.
Explore finance workflowsModels you can audit, built while you watch.
SheetAI is the AI agent analyst for people who live in Excel, CSV, and Google Sheets data. Import the file, ask in plain language, and get it cleaned, modeled, charted, and explained, as formulas you can check.
Organic has the lowest cost per lead at $4.00. Among paid channels, Paid Social ($28.00) beats Paid Search ($40.00). F1:I7 recalculates if the export changes.
Connect the apps you already use
Pull data from 25 apps straight into your sheet with one-click sign-in, or add any MCP server by URL. And use SheetAI itself from Claude, ChatGPT, Cursor and Claude Code.
The whole loop, in 2½ minutes
Import a file, ask, review what the AI wrote, accept it or reject it, export. Unedited.
Everything an analyst does, done in the sheet
No export to a chat window, no pasted numbers. The agent reads the ranges it needs, writes standard formulas, and stops the moment it is unsure.
Formulas, not pasted numbers
Click any cell the agent filled and the formula is in the bar. Standard Excel syntax, so you can check its work the way you would check a colleague's.
Cleans what the export left behind
Trailing spaces, mixed dates, currency strings, duplicates. Fixed in place, with a note of what changed.
Charts where the numbers are
Placed beside the table they read from, and still live when the data changes.
Pull data from the apps you use
25 connectors with one-click sign-in, or any MCP server by URL.
Review every change
Each step is a version. Accept it or reject it, then export to .xlsx or .csv.
Runs where you already work
The same agent in the browser, in an Excel task pane, in a Google Sheets sidebar, or from your AI client over MCP.
What you ask for, and what comes back
Every image below is a capture of the real grid. Nothing is mocked up.
A board-ready dashboard from a raw export
One request. The agent laid out the KPI cards, the alerts block, the regional table and the monthly trend chart, moved the raw rows to a Data tab, applied the number formats and conditional formatting, then checked every formula before handing back. Its own summary of the work is on the right.
Every number is a formula you can read
Click any cell the AI filled and the formula is right there in the bar - standard Excel syntax, nothing pasted. Amber cells are yours to fill in; every grey cell calculates itself; anything below target flags itself red. Check its work the way you would check a colleague's.
Ask the business question, get the table and the chart
A 40-row campaign export, one question - which channel has the best cost per lead? - and the answer lands beside the data as a summary block built from SUMIF and IFERROR formulas, with the chart placed underneath. Ready for the deck, still live if the numbers change.
Or start from a finished model and make it yours
Templates are real workbooks, not pictures: every calculating cell is a formula. Open one and ask the AI to change it - add a currency, extend the horizon, swap the categories.
Representative runs, with the inputs stated
Not testimonials. Each number comes from a described scenario in the use-case guides.
A benchmark scenario using a four-warehouse cycle-count export to produce one SKU-level variance report with suggested adjustments.
Explore operations workflowsAn illustrative workflow that combines lead, campaign, and revenue exports to build a reviewable, formula-based attribution report.
Explore marketing workflowsYour time and results will vary with the size and condition of your data.
Built for the people who own the spreadsheet
Close in three days, not three sleepless nights
Automate reconciliation, build variance packs, close faster.
- 1Reconcile a bank statement against the GL
- 2Build a budget vs. actual variance report
- 3Multi-currency consolidation
- 4Anomaly detection on expense reports
Free to build in. Credits only when the AI works.
The spreadsheet, templates, file storage, and the Excel and Google Sheets™ add-ins are free on every account. Credits are spent only when the AI does something for you.
Starter
1 seatFor light, regular use.
Billed monthly
What you get
- 1,000 AI credits every month
- Every AI feature, connector and skill
- Web app, Excel and Google Sheets™ add-ins
Professional
1 seatFor daily professional work.
Billed monthly
Everything in Starter, plus
- 3× the credits: 3,000 a month
- 17% lower price per credit
- Room for long, multi-step agent runs
Business
5 seatsFor teams that need full control.
Billed monthly
Everything in Professional, plus
- 10,000 shared credits a month
- 5 seats, including the owner
- Owner, admin and member roles
- Per-member monthly credit limits
- Invite, suspend and remove members
- Team usage and activity log
Need more than 10,000 credits a month? Talk to us
Bigger plans cost less per credit. Switch to yearly for another 30% off.
Roughly 1-10 credits per AI request. Pick the tier that matches your usage.
Or start free with 10 credits on signup, no card required.
Frequently asked questions
Before you upload a real file
Your sheets and chats are processed only to answer you. Providers may hold them briefly for abuse monitoring; none train on them.
Every request runs over TLS, to servers in Europe. Sessions end after 3 days without activity.
A sheet is visible to you and only the people you share it with - view, comment, or edit, your call.
Export to .xlsx or .csv any time. Delete your account and every sheet and chat goes with it.
Bring one messy file.
Start on the free signup credits. Import the sheet you least want to open on Monday and see what comes back.
Works in your browser and Google Sheets · Setup in 30 seconds


