Use Cases

Built for every team

From finance to construction, and from PDF extraction to forecasting: find your industry, or find the job you are actually trying to get done.

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By industry

Industry Solutions

Select your industry to see how SheetAI adapts to your specific workflow needs

Finance & Accounting

Automate financial workflows

Transform complex financial data into actionable insights. Automate reconciliation, generate reports, and maintain audit trails with AI precision.

61%Say unreliable data holds FP&A back

Source: AFP: 2025 FP&A Benchmarking Survey

✓Automated bank reconciliation

✓Variance analysis & anomaly detection

✓Budget vs. actual comparisons

✓Multi-currency conversion

✓Audit trail generation

✓Financial statement preparation

Real-World Examples

Match a bank statement to the general ledger

Code expenses to GL accounts, with exceptions flagged

Build the month-end variance pack

Read the full Finance guide →

By workflow

By Workflow

The jobs that cut across every industry: extraction, cleaning, research, and forecasting

Lead Enrichment

Turn names into a worked list

Research every row on the live web, fill the columns you name, and cite the page each finding came from, with an explicit NOT FOUND instead of a guess.

22.5%Contact data decay per year

Source: HubSpot: Database Decay Simulation

✓Live web research per row

✓Source URL beside every field

✓Explicit NOT FOUND, never guesses

✓Fill-blanks-only for CRM re-imports

✓ICP scoring with justifications

✓Title & function normalisation

Real-World Examples

Enrich 400 companies with a citation each

Score a list against your ICP with reasons

Find a real reason to reach out, or say there isn't one

Read the full Lead Enrichment guide →

All Guides

Every use case, in full

By industry

Finance & AccountingAutomate reconciliation, build variance packs, close faster.Marketing & AnalyticsAnalyze campaign performance, build attribution, ship dashboards.Sales & RevenuePipeline forecasting, quota tracking, commission calculations.Operations & LogisticsClean messy data, standardize formats, automate repetitive joins.Human ResourcesHeadcount planning, compensation reviews, onboarding trackers.E-commerce & RetailInventory turns, SKU profitability, cohort LTV.Healthcare & ResearchPatient panel analysis, claims reconciliation, scheduling.Education & AcademiaGradebooks, attendance, course analytics.Real Estate & PropertyComps, rent rolls, and underwriting without rebuilding the model.Legal & ComplianceDiligence trackers, matter economics, and obligation registers.Agencies & ConsultanciesUtilisation, project margin, and client reporting that ties out.Construction & TradesTake-offs, cost reports, and variations that reconcile.

By workflow

Lead EnrichmentTurn a column of company names into a qualified list.Data CleaningDeduplicate, standardise, and fix the file before you trust it.PDF Data ExtractionTurn invoices, statements, and reports into rows you can sum.Web Data to SheetsPull a published page into a table you can actually sort.Text & Sentiment AnalysisCode thousands of open-text answers without reading them all.Forecasting & ProjectionsBuild a forecast you can defend, with the error stated up front.

Capabilities

What You Can Do

Powerful capabilities that work across any industry or use case

Formula Generation

Describe what you need in plain English and get perfect formulas instantly. No more VLOOKUP nightmares.

You say:

"Calculate the running average of sales for the last 7 days"

✓

=AVERAGE(OFFSET(B2,-6,0,7,1))

Data Cleaning

Fix inconsistent data, remove duplicates, and standardize formats automatically.

You say:

"Clean up phone numbers and remove duplicates"

✓

Cleaned 2,450 records, removed 127 duplicates

Chart Creation

Generate beautiful visualizations from your data with simple descriptions.

You say:

"Create a chart showing monthly revenue trend"

✓

Generated interactive line chart with trend line

Data Analysis

Ask questions about your data and get instant insights with statistical analysis.

You say:

"What are the top performing products by region?"

✓

Analysis complete with pivot table and insights

Format Conversion

Convert between Excel, CSV, Google Sheets™, and more with preserved formatting.

You say:

"Convert this CSV to Excel with proper formatting"

✓

Converted with headers, data types, and styles

Data Merging

Combine multiple spreadsheets intelligently with automatic column matching.

You say:

"Merge these 3 sales reports by customer ID"

✓

Merged 3 files, 15,000 rows consolidated

Integrations

Seamless Workflow Integration

SheetAI works with the tools you already use

Microsoft Excel

Full .xlsx support

Google Sheets™

Real-time sync

CSV Files

Import & export

API Access

Developer-friendly

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Join thousands of professionals who have already made the switch to AI-powered spreadsheets.

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