In-sheet plain-language spreadsheet analysis workspace

Reduce tool switching and manual spreadsheet work while keeping a reviewable record of every change. For analysts and finance teams working in spreadsheets who need evidence-backed analysis and reporting, convert spreadsheet data, plain-language instructions and imported files into reviewed formulas, cleaned tables, charts and reports linked to their source cells. The benefit is a testable hypothesis, measured through accepted analysis outputs per analyst hour and corrections after review; do not assume that AI output alone produces business value.

Confirm the buyer's problem and scope, collect spreadsheet data, plain-language instructions and imported files, then follow this sequence: 1. Assist inside the sheet without switching tools. 2. Generate formulas from plain-language requests. 3. Explain existing and generated formulas in simple terms. 4. Clean and standardize messy spreadsheet data. 5. Build charts and visualizations from selected ranges. 6. Generate formatted sheets, scenario tabs and comparison tables. 7. Explain proposed edits and require accept or revert before applying. 8. Keep a visible edit audit trail for inspection. 9. Import CSV and XLSX and extract tables from PDFs. 10. Summarize key insights and generate reports. Resolve uncertain cases with qualified reviewers, approve reviewed formulas, cleaned tables, charts and reports linked to source cells, and measure accepted analysis outputs per analyst hour and corrections after review against a documented baseline.

How the AI works

Use AI to interpret permitted inputs, suggest structured mappings and generate candidate outputs for the stated task modules. Use deterministic code for arithmetic, schema validation, hard constraints and reproducible tests. Review source-linked explanations and uncertainty before accepting results. One fixed workbook format and approved function set; final financial interpretation and sign-off remain human. A model suggestion is never a verified fact, professional decision or authorization to act.

Safeguards

Preserve source data, cell-level attribution, calculation accuracy and usage permissions. Named owners approve substantive changes and report scope. One fixed workbook format and approved function set; final financial interpretation and sign-off remain human. Keep all consequential actions under authorized human control and do not fabricate missing inputs, permissions, professional judgments or market evidence.

What to build first

Pilot scope: One fixed workbook format and approved function set; final financial interpretation and sign-off remain human. Implement one approved input format, a bounded representative case set and the first two task modules: assist inside the sheet without switching tools; generate formulas from plain-language requests. Support the remaining modules with operator review: explain formulas, clean data, build charts, generate scenario tabs, require accept or revert, keep an audit trail, import files, summarize insights and generate reports. Include source references, corrections, basic organization access, approval states, export and value measurement. Use managed operator assistance for unresolved exceptions. The cost estimate covers this narrow prototype, not unrestricted multi-tenant scale, complex production integrations, specialist certification or physical operations.

What it can connect to

Customer-owned spreadsheets, authorized file sources and permitted reporting destinations. Cloud file storage, spreadsheet import/export and reporting destinations. Start with file exchange and validate destination specifications before promising direct publishing. Start with authorized file exchange. Validate current provider access, usage rights and schema behavior before promising a connector.

The screens in detail

Primary screens: Data intake and mapping, Editable analysis workspace, Review and report delivery. Use a workbook list for projects, a large central grid with an in-sheet assistant panel, and a right-hand panel for proposed edits, sources and comments. Let users compare versions side by side. Display draft, changes requested and approved states. Provide a client preview link with comments anchored to the relevant cell or chart. Make the task-specific outcome reviewed formulas, cleaned tables, charts and reports linked to source cells visible beside its evidence, review state and value baseline.