For finance, ops, and marketing analysts

Models 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.

Open SheetAI
Open .xlsx, .csv & Google Sheets™Get a model that recalculatesPrivate by default
Q3 campaign export.xlsx
A1
fxDate

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.

0 formulasAcceptReject
Walkthrough

The whole loop, in 2½ minutes

Import a file, ask, review what the AI wrote, accept it or reject it, export. Unedited.

In the product

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.

H11=IF(OR(A11="",B11=0),"",G11/B11)
RepQuotaBookedAttainmentOkafor120,000131,400109.5%Lindqvist95,00088,20092.8%Haddad140,000152,900109.2%

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.

acme corp. →Acme Corp
12/3/25→2025-12-03
$1,200.00 →1200
N/A→(blank)

Cleans what the export left behind

Trailing spaces, mixed dates, currency strings, duplicates. Fixed in place, with a note of what changed.

$40
$28
$10
$4
$15

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.

14:02Wrote regional tableAccepted
14:01Moved raw rows to DataAccepted
13:58Applied number formatsRejected

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.

Real output

What you ask for, and what comes back

Every image below is a capture of the real grid. Nothing is mocked up.

Build

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.

Real output. Dashboard, Data, Analysis and Lists tabs, all built in one turn.Full screenshot opens at readable size.
Audit

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.

H11 selected: =IF(OR(A11="",B11=0),"",G11/B11). Data bars and the red flags are conditional formats, not paint.Full screenshot opens at readable size.
Analyze

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.

L2 selected: =IFERROR(I2/J2,0). The summary recalculates when the export does.Full screenshot opens at readable size.
Start

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.

Three of the templates. Amber cells are inputs; everything else calculates itself.All templates →
Workflow benchmarks

Representative runs, with the inputs stated

Not testimonials. Each number comes from a described scenario in the use-case guides.

61%
Say unreliable data holds FP&A back

A representative finance workflow that matches transactions, categorizes exceptions, and prepares the remaining rows for human review.

Explore finance workflows
~80%
Of organisations hit by supply disruption

A benchmark scenario using a four-warehouse cycle-count export to produce one SKU-level variance report with suggested adjustments.

Explore operations workflows
14.5 hrs
A week spent managing customer data

An illustrative workflow that combines lead, campaign, and revenue exports to build a reviewable, formula-based attribution report.

Explore marketing workflows

Your time and results will vary with the size and condition of your data.

Who it is for

Built for the people who own the spreadsheet

Close in three days, not three sleepless nights

Automate reconciliation, build variance packs, close faster.

94% of finance teams still close in Excel.Half of them say the spreadsheet is what makes the close slow. The fix is not to leave the spreadsheet; the fix is to make it work harder.Ledge: State of Month-End Close 2025
  1. 1Reconcile a bank statement against the GL
  2. 2Build a budget vs. actual variance report
  3. 3Multi-currency consolidation
  4. 4Anomaly detection on expense reports
All finance workflows
Pricing

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 seat

For light, regular use.

$20/month

Billed monthly

1,000 credits / month

What you get

  • 1,000 AI credits every month
  • Every AI feature, connector and skill
  • Web app, Excel and Google Sheets™ add-ins
Most popular

Professional

1 seat

For daily professional work.

$50/month

Billed monthly

3,000 credits / month
17% cheaper per credit than Starter

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 seats

For teams that need full control.

$150/month

Billed monthly

10,000 credits / month
25% cheaper per credit than Starter

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.

FAQ

Frequently asked questions

Yes, two ways. The SheetAI Excel add-in puts the same AI assistant in a task pane inside Excel on the web, Windows and Mac. You can also import .xlsx, .xls and .csv files into the web app and export back to Excel with formulas and formatting preserved.
View all frequently asked questions
Your data

Before you upload a real file

How we handle your data
Never used to train AI

Your sheets and chats are processed only to answer you. Providers may hold them briefly for abuse monitoring; none train on them.

Encrypted in transit

Every request runs over TLS, to servers in Europe. Sessions end after 3 days without activity.

Private by default

A sheet is visible to you and only the people you share it with - view, comment, or edit, your call.

Yours to take or delete

Export to .xlsx or .csv any time. Delete your account and every sheet and chat goes with it.

Get started

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.

View pricing

Works in your browser and Google Sheets · Setup in 30 seconds