Excel Add In For Finance
The best 50 Excel Add In For Finance AI tools - Free & Paid
Explore 50 AI for Excel Add In For Finance
Sheetgod converts plain‑English queries into Excel, VBA, and Google Apps Script code, automating complex spreadsheet tasks, generating PDFs, sending emails, and creating custom add‑ons, reducing manual effort and boosting productivity for analysts and finance professionals.
Freemium
- $129/mo
Excelmaster.ai streamlines complex Excel tasks with intuitive formula creation, automatic VBA code generation, and intelligent automation. It supports both Windows and web platforms, catering to users of varying skill levels in managing data effectively.
Free trial
Datarails integrates with Excel, automating data consolidation from 200+ accounting, ERP, CRM, bank, and HRIS sources. It offers real‑time dashboards, AI‑driven variance insights, scenario modeling, and collaborative version control for efficient month‑end close and planning.
Freemium
AI Excel Bot translates natural‑language prompts into accurate Excel or Google Sheets formulas—SUMIF, VLOOKUP, array functions—providing step‑by‑step explanations and on‑demand VBA script generation. Available as a Chrome extension or add‑in for quick, in‑app access.
Freemium
- $2.99/mo
ExcelDashboard AI transforms Excel data into interactive dashboards and reports with minimal effort. Users can generate insights using plain English, automate visualizations, and customize analyses, making it suitable for both beginners and experienced data analysts.
Free trial
FlowCog automatically syncs accounting data from QuickBooks, Xero, and Puzzle to create dynamic, real‑time financial projections. It replaces spreadsheets with an interactive canvas for revenue, cash runway, and break‑even analysis, enabling rapid what‑if comparisons for startups and small businesse
Free trial
AI Assist is a powerful AI-powered data analysis tool that offers features such as real-time collaboration, formula generation, SQL writing, visual charting, and integrations with popular platforms.
Freemium
- $99/mo
Financial Fusion is an AI‑powered platform that automatically analyzes P&L, balance sheets, and cash flow to deliver actionable insights. It offers CFO‑style guidance, generates concise reports, and integrates natively with QuickBooks, Xero, Zoho, and Excel via interactive dashboards.
Free trial
Excel Bot is an AI assistant that integrates with Microsoft Excel and Google Sheets, translating formulas into natural‑language text and providing instant answers to data‑manipulation queries, reducing debugging time for analysts, finance professionals, and teams.
Freemium
- $99/mo
Spreadsheet Daddy is an AI add‑on for Google Sheets and Excel that automates formula creation, data analysis, and chart generation. It offers ready‑made templates for budgets, invoices, inventory, and projects, and supports natural‑language queries via GPT.
Free
Syft Analytics delivers AI‑powered dashboards and forecasting for accountants, analysts, and managers, consolidating data from accounting, e‑commerce, payroll, and ERP systems into IFRS/GAAP‑compliant statements. It offers real‑time spreadsheet integration, automated error detection, KPI insights, a
Subscription
- $23/mo
Excelmatic uses AI to analyze and visualize spreadsheet data via natural-language queries, offering one-click charting, KPI extraction, anomaly detection, PDF/image-to-Excel conversion, formula generation from plain English, and batch data-prep for .xlsx/.csv files.
Subscription
FlyFin automatically scans linked accounts, identifies 200+ tax deduction categories, drafts returns, and has CPAs review and e‑file them. It offers quarterly estimates, exportable 1040, audit support, and a 100 % money‑back guarantee.
Paid
Ajelix is an AI chatbot that stores up to 1 GB of spreadsheets, PDFs, and documents in a persistent workspace. It generates Excel formulas, VBA scripts, dashboards, and ready‑to‑share PowerPoint decks or web apps.
Subscription
Ctrl Sheet is an AI tool that enhances spreadsheet management by automating data analysis, model building, and visualization. It integrates with Google Sheets and Excel, streamlining workflows for financial analysts and project managers.
Subscription
ELECTE automates financial forecasting for professionals and small businesses by instantly syncing with tools like QuickBooks and Xero. It processes data to deliver real‑time dashboards, trend insights, and cash‑flow projections, which can be exported or shared and refresh automatically.
Subscription
- $32/mo
Formulas HQ automates Excel, Google Sheets, VBA, and Apps Script formula, regex, and script creation, explains each step, and offers multilingual support with a ChatGPT assistant for troubleshooting. It speeds up data cleaning, analysis, and automation for analysts and developers.
Freemium
- $433/mo
Origin Financial centralizes budgeting, investing, and forecasting. It syncs accounts, auto‑categorizes transactions, builds monthly budgets, cancels subscriptions, offers AI financial advice, tracks portfolio performance, models market shifts, and supports shared dashboards for couples, with tax an
Freemium
ExpenseSorted calculates your financial runway by dividing savings by monthly expenses, updating a Google Sheets template with AI‑driven expense classification. It supports offline encrypted storage, Interactive Brokers imports, portfolio analytics, customizable dashboards, and API integration for p
Free trial
StatementSheet converts PDF bank statements to structured Excel or CSV files instantly using OCR, supporting over 1,000 banks. Files upload securely, are deleted after 24 h, and export to major accounting platforms for quick reconciliation.
Subscription
- $20/mo
ExcelBot is an AI tool that generates Excel formulas and VBA code from natural language input. It simplifies complex tasks, supports multiple languages, and enhances productivity by streamlining spreadsheet management for users of all skill levels.
Free trial
- $5
AI Bank Statement Converter automates data extraction from bank statements and invoices, reducing manual entry time by up to 80%. It supports conversions to multiple formats and ensures data security with bank-level encryption.
Subscription
- $24/mo
GPTExcel automates spreadsheet tasks in Excel, Google Sheets, LibreOffice, and Airtable. It generates formulas, scripts, SQL, regex, builds pivot tables, charts, and reports, offers conversational data queries, and OCR table conversion across 50+ languages.
Freemium
ExcelMaster.ai enhances productivity by automating Excel tasks through advanced formula generation and VBA code creation. It supports real-time data processing, enabling users to efficiently manage data analysis without requiring coding skills. Suitable for various professionals.
Free trial
Sheeter converts natural‑language requests into Excel or Google Sheets formulas, supporting sums, conditionals, dates, text, and data extraction. It allows one‑click insertion, reduces formula‑error risks, and streamlines analysis for business and finance teams.
Paid
- $100
Excel Formula GPT generates accurate Excel formulas from user descriptions, streamlining data analysis and reducing errors. Ideal for professionals in finance, data analysis, and research, it simplifies the formula creation process, enhancing productivity and efficiency.
Freemium
SheetAI adds AI-driven functions to Google Sheets, enabling list, table, and image creation via formulas. It supports models like OpenAI, Claude, xAI, integrates external services (Replicate, OCR, audio), and allows custom training for context-aware responses and API automation.
Subscription
- $20/mo
FormulAI is an AI assistant that streamlines spreadsheet tasks in Excel and Google Sheets. It explains formulas step‑by‑step, builds formulas from natural language, converts sheets into a queryable database, and generates synthetic data for testing.
Freemium
Budget Tracker & Planner is a free online money management tool that tracks financial transactions, monitors spending, and offers insights on monthly habits.
Freemium
- $29/mo
Fortune is an AI‑powered accounting tool that automates bookkeeping for small businesses and freelancers. It auto‑reconciles transactions, categorizes expenses, and delivers real‑time cash‑flow, income, and expense reports. Multiple‑currency support, secure CSV/Excel exports, and a command‑line inte
Free trial
ccMonet AI Finance Assistant automates bookkeeping for SMEs by extracting multilingual receipts, invoices, and bank statements, mapping them to charts of accounts, reconciling transactions in real time, and delivering up‑to‑date P&L, cash‑flow dashboards, and tax‑ready reports.
Paid
- $24.99/mo
PaperMoney is an AI tool enabling users to create insightful financial reports for 5000+ US, Hong Kong, and China-listed companies, offering detailed income statements and cash flow data across multiple industries. Stay informed and make data-driven decisions effortlessly.
Free
AlphaResearch indexes millions of filings, transcripts, and reports, enabling instant text search. It extracts sentiment, supplies structured financial data, sends alerts, offers visualization and a stock screener, and integrates with Excel and Google Sheets for investors.
Freemium
- $49.99/mo
Nume.AI is an AI-driven CFO tool designed for startup founders, providing real-time financial monitoring, insightful reports, and automated board updates. It alleviates financial stress by delivering instant answers and actionable recommendations, enabling founders to focus on business growth.
Freemium
AskExcel uses AI to generate Excel formulas from natural language, automating data cleaning, formula insertion, and advanced analytics such as correlation, KPI tracking, and sentiment analysis. It supports CSV/XLSX uploads up to 10 MB for efficient spreadsheet workflows.
Freemium
Numerous.ai embeds ChatGPT into Google Sheets and Excel via a simple =AI function, allowing users to generate bulk marketing content, summarize datasets, and prototype prompts directly in spreadsheets—no API keys needed, effortlessly.
Subscription
GRID embeds a native spreadsheet engine in apps for real‑time calculation and data management. With optional editor/viewer UI, it supports AI/LLM integration, improves reliability, scales workflows, streamlines development, and offers a familiar spreadsheet experience.
Free
Simpla AI is an all-in-one AI financial tool that provides personalized tax advice, advanced solutions, document automation, statement analysis, and insightful business intelligence for improved tax, accounting, and finance management.
Free trial
- $9.99/mo
FinanceOps automates accounts receivable, using AI to send timely email, SMS, and voice outreach that maximizes responses. It matches invoices, payment plans, and PO data, tracks engagement, integrates with CRMs/ERPs, and can cut days sales outstanding by up to 40%.
Subscription
Zumma Financial automates expense and invoice processing via WhatsApp, using an AI agent to request, track, and centralize documents. It syncs directly with ERPs, offers role‑based control, multi‑entity support, customizable reports, and instant Excel export.
Paid
- $9.99/mo
Sparkco Sheets converts text and documents into live spreadsheets with natural-language formulas, pivot tables, charts, automated reports and SQL generation; OCR extracts tables from PDFs, real-time connectors sync financial and healthcare systems, with export and compliance options.
Free trial
Graphy transforms raw data from Google Sheets, CSV, Excel, or APIs into AI‑generated charts, auto‑highlighting insights. It supports multiple chart types, branding, annotations, real‑time updates, and export/embed options for marketing, finance, and consulting teams.
Freemium
- $16/mo
Genius Sheets syncs QuickBooks Online with Excel and Google Sheets, providing daily transaction-level updates and live connections to automate reporting, consolidate multiple clients, categorize expenses, build real-time financial models, and accelerate month-end close and cash-flow analysis.
Free trial
AI Prompts generates Excel and Google Sheets formulas from natural‑language prompts, supporting budgeting, forecasting, and reporting. It refines outputs via prompt engineering, debugs existing sheets, and integrates with Zapier, Make, and webhooks for real‑time automation.
Freemium
Glean.ai automates accounts payable workflows—data extraction, coding, approvals, payments—while providing spend analytics, anomaly detection, and vendor management. It integrates with major accounting platforms and banks, and offers mobile access for real‑time approvals and budget monitoring.
Freemium