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AI Agents for Spreadsheet Agents

AI agents that work inside Google Sheets and Excel to clean data, write formulas, run analysis and fill in rows for you.

Agents listed
11
Last fact-check
Nov 3, 2026
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    Channels
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    Works with
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    Best for
    The buyers your tool serves best

  • Agent Mode in Excel

    Copilot’s agent mode in Excel plans multi-step work and edits workbooks directly, with Anthropic or OpenAI models.

    Type
    Spreadsheet agent built into Microsoft Excel (Copilot)
    Channels
    Excel for Windows, Mac and the web (edit, plan and…
    Works with
    Microsoft Excel, OneDrive, SharePoint, web search with citations, custom skills
    Company
    Microsoft · Redmond, Washington
    Best for
    Organizations already licensed for Microsoft 365 Copilot that want an agent to build sheets, formulas, PivotTables and charts inside Excel on Windows,…

  • ChatGPT for Excel

    OpenAI’s Excel and Google Sheets add-in that builds live models, traces errors and links answers to the cells it changed.

    Type
    Spreadsheet agent (Excel add-in and Google Sheets add-on)
    Channels
    Microsoft Excel add-in, Google Sheets add-on
    Works with
    Microsoft Excel, Google Sheets, Moody's, Dow Jones Factiva, MSCI
    Company
    OpenAI · San Francisco, California
    Best for
    Finance, banking and FP&A teams on ChatGPT that want an agent to build scenario models, budgets and reports in Excel or Google…

  • Claude Cowork

    Works through your chosen folders, connectors and a built-in browser to deliver finished decks, documents and spreadsheets on schedule.

    Type
    Desktop work agent for files, apps and connected tools
    Channels
    Desktop app (macOS, Windows), web and mobile for tasks without…
    Works with
    Microsoft 365, Amplitude, Slack (Team), Zoom MCP connector, Google Drive files via connectors
    Company
    Anthropic · San Francisco, California · founded 2021
    Best for
    Operations, finance, marketing and sales staff who repeat file-heavy work such as weekly readouts, month-end consolidation and contract memos.

  • Claude for Excel

    Anthropic’s Excel add-in that edits models, traces errors and builds workbooks with cell-level citations on paid Claude plans.

    Type
    Spreadsheet agent (Excel add-in, part of Claude for Microsoft 365)
    Channels
    Excel on the web, Excel for Windows (Microsoft 365), Excel…
    Works with
    Microsoft Excel, PowerPoint, Word and Outlook (shared context), S&P Global, LSEG
    Company
    Anthropic · San Francisco, California
    Best for
    Finance, banking and FP&A teams that already pay for Claude and want an agent to trace, update, debug and build Excel models…

  • Coefficient

    Adds live connectors and six AI agents to Google Sheets and Excel for imports, cleanup, dashboards and alerts.

    Type
    Spreadsheet data agents (Google Sheets and Excel add-on)
    Channels
    Google Sheets add-on, Microsoft Excel add-in, web dashboards, Slack and…
    Works with
    HubSpot, Salesforce, Pipedrive, GA4, Google Search Console
    Company
    Coefficient
    Best for
    Revenue operations, finance and marketing teams that report from CRMs, ad platforms, databases and accounting tools in Google Sheets or Excel and…

  • DataSnipper

    Runs audit procedures end to end inside Excel and the cloud, collecting and verifying evidence and returning source-linked workpapers for review.

    Type
    AI agents for audit testing, evidence matching and finance procedures
    Channels
    Microsoft Excel add-in, cloud agents
    Works with
    Microsoft Excel, Microsoft Azure, data sources and systems of record used in audit procedures
    Company
    DataSnipper · Amsterdam, Netherlands · founded 2017
    Best for
    Audit firms, internal audit teams and corporate finance teams that test evidence in Excel and want agents to run full procedures and…

  • Gemini in Google Sheets

    Google’s Sheets agent that plans and builds complete spreadsheets from one prompt using Drive, Gmail and Chat context.

    Type
    Spreadsheet agent built into Google Sheets
    Channels
    Google Sheets side panel (web)
    Works with
    Google Sheets, Google Drive files, Gmail, Google Chat, web search through Workspace Intelligence
    Company
    Google · Mountain View, California
    Best for
    Teams on Google Workspace Business Standard or higher that want Gemini to build and edit spreadsheets using context from their Drive files,…

  • Julius AI

    AI data agent that answers plain-English questions about spreadsheets and databases by writing and running Python, returning charts, reports and dashboards.

    Type
    AI data analysis agent
    Platforms
    Web
    Works with
    Google Drive, OneDrive, SharePoint, Google Sheets, Snowflake
    Company
    Julius AI
    Best for
    Analysts, students, marketers and small teams who want answers and charts from spreadsheets or databases without writing code.

  • Quadratic

    Browser spreadsheet whose AI agent writes Python and SQL, queries databases and restructures sheets using 19 built-in tools.

    Type
    AI spreadsheet with a built-in agent and code cells
    Channels
    Web app
    Works with
    Postgres, MySQL, Snowflake, QuickBooks, Google Analytics
    Company
    Quadratic Growth Inc. · United States
    Best for
    Data analysts, finance and operations teams comfortable with Python or SQL who want an AI agent to query databases and build analyses…

  • Rows AI Analyst

    Web spreadsheet with an AI Analyst that summarizes data, finds trends and builds pivots from connected business tools.

    Type
    AI spreadsheet with a built-in AI Analyst
    Channels
    Web app, API
    Works with
    Google Analytics, Instagram, marketing and analytics tools, databases, custom APIs
    Company
    Rows · Berlin, Germany and Lisbon, Portugal · founded 2017
    Best for
    Marketers, growth teams and analysts who pull data from business tools into a shared spreadsheet and want an AI Analyst to summarize…

  • Shortcut

    AI Excel agent that builds DCF and LBO models, cleans datasets and formats dashboards from one plain-language request.

    Type
    Spreadsheet agent (web app, Excel add-in and Google Sheets add-on)
    Channels
    Web app, Excel add-in (Windows and Mac), Google Sheets add-on
    Works with
    Microsoft Excel (Windows and Mac add-in), Google Sheets add-on, .xlsx upload and download, SSO with Okta, Azure AD and Google Workspace (Enterprise)
    Company
    Fundamental Research Labs · San Francisco, California
    Best for
    Finance, real estate and operations analysts who build models, consolidate data and format reports in Excel and want an agent to do…

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