Capture invoices into cells
Drop in invoice photos, PDFs or Excel files. The agent reads totals, line items and dates and writes them straight into your sheet — no manual retyping.
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Excel Add-in AI Agent
Your Excel copilot, fully on your machine
An AI assistant that lives inside Microsoft Excel. Capture data from images and PDFs, work across many workbooks, and clean, analyze and visualize through chat — nothing leaves your laptop.
Live Demo
See it in action
A short walkthrough of the agent ingesting an invoice and writing structured data into the workbook.
What It Does
Built for the way you actually work
Across workbooks and sheets
Read from one workbook, write into another, reconcile dozens of tabs at once. The agent navigates your files the way you would, just faster.
Local-first, secure by default
All processing runs against files on your machine. Nothing is uploaded to a third-party platform — your invoices, customers and pricing stay where they belong.
Read, clean and analyze with chat
Ask in plain language: clean a column, build a complex formula, summarize a dataset, draft a chart. The agent does it directly in the workbook.
Who It's For
Hours back, every week
Finance & Accounting
Invoice digitization, reconciliation across many workbooks, statement clean-up — with sensitive numbers staying on your machine.
Operations & Analysts
Consolidate spreadsheets from different sources, normalize messy data, draft formulas and charts through chat instead of stacking lookups by hand.
Compliance-sensitive teams
Legal, audit, healthcare and any team that can't push data to outside platforms — analyze and visualize locally, end to end.
Want early access for your team?
We're onboarding a limited number of teams during private beta. Tell us about your workflow and we'll be in touch.