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Finance

Browsing page 2 of Spreadsheet & Excel AI in Finance. Sorted by confidence score — our independent quality rating.

DataRails

DataRails

58%

DataRails is an FP&A software solution designed for finance experts, particularly those who rely on Excel. It streamlines financial planning, budgeting, and forecasting by automating data consolidation, reporting, and planning. The platform connects and consolidates financial data from over 200 sources, including accounting software, ERP, CRM, Bank, and HRIS systems, creating a single source of truth. Key features include real-time cash management, month-end close process automation, and spend control with approval workflows. DataRails also offers AI-powered capabilities, called Genius by Datarails, to assist with strategic analysis and reduce manual, repetitive tasks, allowing finance teams to focus on insights and business growth.

AscentPortfolio

AscentPortfolio

58%

AscentPortfolio is a professional asset management tool designed specifically for index investors. It offers comprehensive portfolio tracking, allowing users to monitor their investments and visualize growth. The platform includes robust asset allocation analysis capabilities, helping users optimize their portfolios. Additionally, AscentPortfolio provides net worth management features and calculates XIRR (Extended Internal Rate of Return) for accurate performance measurement. Built to simplify wealth management, it aims to replace traditional spreadsheets for investment tracking, offering a streamlined and distraction-free interface for financial independence.

Neural Formula

Neural Formula

57%

Neural Formula is an online platform dedicated to mental health, offering a wealth of strategies and information to foster a happier and healthier life. The website features articles covering various aspects of mental well-being, including managing anxiety, the benefits of meditation, understanding schizophrenia, and personal development techniques. It aims to empower individuals by providing insights into recognizing and wisely handling emotional states, improving self-confidence, and building positive habits. The content is designed to be accessible and practical, helping users navigate daily challenges and enhance their overall quality of life through informed mental health practices.

finbrain

finbrain

57%

finbrain is an AI-powered expense tracker specifically designed for managing real-life cash spending. Users can easily log their expenses in either English or বাংলা, and even input multiple expenses within a single message. The tool provides instant budget updates, incorporating carryover functionality to ensure accurate financial tracking. It also offers weekly insights and trends to help users understand their spending habits, along with features for tracking savings goals and motivational prompts. A key differentiator is that finbrain does not require bank linking, prioritizing user data privacy and offering a secure way to manage personal finances.

AI Sheets Assistant

AI Sheets Assistant

57%

AI Sheets Assistant, found at sheety.ai, is an AI-powered tool designed to simplify spreadsheet tasks by generating and explaining formulas for both Microsoft Excel and Google Sheets. This assistant helps users create complex formulas quickly and efficiently, as well as understand the logic behind existing ones. It aims to improve spreadsheet skills and overall efficiency for anyone working with data in these platforms. The tool is particularly useful for those who frequently encounter challenging data manipulation or analysis tasks and need assistance in formulating the correct spreadsheet functions.

Onnix AI

Onnix AI

56%

Onnix AI serves as a personalized AI co-pilot specifically designed for bankers, aiming to save teams significant time by providing accurate answers and deliverables quickly. It integrates AI and powerful data science tools into banking workflows. Key functionalities include creating personalized slide decks 10x faster by learning from past presentations and generating data and shell slides through simple prompting. It also facilitates Excel analysis, allowing users to run data analyses and generate outputs by prompting, with full integration with data providers like FactSet and CapIQ. Furthermore, Onnix AI enables instant data source querying, providing answers from preferred data providers with traceable sources and options to output responses via email or messaging applications. This no-code platform helps banking teams generate deeper, high-quality insights.

Formula Studio

Formula Studio

51%

Formula Studio is a tool designed to simplify the creation of formulas for popular spreadsheet and productivity applications like Google Sheets, Microsoft Excel, and Notion. It leverages the power of Chat GPT to generate these formulas, allowing users to stay within their workflow without needing to switch between different tabs or applications. This centralized approach to formula generation aims to significantly boost user productivity by making the process faster and more efficient across various platforms.

MotionExcel

MotionExcel

51%

MotionExcel is an innovative AI-powered spreadsheet tool designed to augment data manipulation and analysis. It integrates powerful programming languages like Python and SQL directly into the spreadsheet environment, allowing users to perform complex operations with greater ease. The platform also features autonomous agents, which can automate tasks and provide intelligent insights, significantly enhancing the functionality of traditional spreadsheets. This tool aims to streamline data workflows and empower users with advanced analytical capabilities.

SwiftSheets.ai

SwiftSheets.ai

51%

SwiftSheets.ai functions as an AI copilot specifically designed for Google Sheets. Its core capability lies in enabling users to control and manipulate their spreadsheets through natural language commands, eliminating the need for complex formulas or manual data entry. The tool aims to streamline various spreadsheet tasks, making data management and analysis more accessible and efficient for its users by leveraging artificial intelligence.

Arkifi

Arkifi

49%

Arkifi is an AI-powered tool specifically designed to enhance productivity within the finance sector. Its core function is to automate and streamline routine, mechanical financial tasks, thereby freeing up financial professionals from repetitive work. The platform emphasizes providing a trustworthy AI solution, aiming to minimize factual inaccuracies in its outputs. By handling these automated processes, Arkifi enables finance professionals to dedicate more time and resources to strategic thinking, analysis, and decision-making, rather than being bogged down by operational chores.

Sheets Helper

Sheets Helper

49%

Sheets Helper is an AI-powered Chrome extension designed to simplify Google Sheets formula creation. Users can describe their desired calculations in natural language, and the extension will automatically generate the corresponding Google Sheets formula. This tool aims to significantly streamline spreadsheet tasks, reduce the time spent on manual formula writing, and boost overall productivity for anyone working with Google Sheets. It makes complex spreadsheet operations more accessible by bridging the gap between user intent and technical formula syntax.

MagicFormula

MagicFormula

49%

MagicFormula is an AI-powered Chrome Extension designed to streamline the process of creating formulas for spreadsheets and databases. Users can describe their desired calculation in natural language, and the extension leverages AI to generate the appropriate formula. This tool aims to simplify complex formula creation, making it accessible to a wider range of users and significantly boosting productivity for tasks involving data manipulation and analysis in platforms like Google Sheets, Excel, or Notion.