⚙️Operations & Admin · Step-by-step guide

An AI analyst inside Excel

An Excel add-in that can build or check financial models, explain formulas, change assumptions without breaking the sheet and find errors. Great for investment feasibility sheets, but a person should verify the numbers.

⏱️ 10 minutes🎯 Easy💵 Paid Claude plan (Pro from about USD 20/month)📋 7 steps
🧡 Claude
🎯 What you'll have at the endYou'll have an AI assistant inside Excel that can build, explain and check your spreadsheets.

⚡ One-click install

Checked install page (app stores, official sites and template pages): tap to get it straight away.

🧰 Before you start

⏱️ Time needed10 minutes
💵 Rough costPaid Claude plan (Pro from about USD 20/month)

🪜 Step by step

🐣 Beginner mode: showing the 7 essential steps only. Extra steps are hidden; tap 🚀 Advanced at the top to see all 7.
✅ 0 of 7 steps done 📄 Printable page
  1. 1
    ☐

    Install the add-in

    Click the install button on this page and choose Get it now. (An add-in is a small extra that adds features to Excel.)

  2. 2
    ☐

    Open Excel

    Open a workbook. Find Claude under Home > Add-ins (Windows) or Tools > Add-ins (Mac).

  3. 3
    ☐

    Sign in

    Sign in with your Claude account. A panel opens on the right.

  4. 4
    ☐

    Ask about your sheet

    Try: 'Explain what this workbook does and how the main numbers are calculated.'

  5. 5
    ☐

    Build or change a model

    Use the feasibility prompt below to build a property investment model.

  6. 6
    ☐

    Check its work

    Ask Claude to audit the workbook for errors, then check key numbers yourself.

  7. 7
    ☐

    Save a copy first

    Always work on a copy of important files.

💬 Copy-paste prompts

Tap Copy prompt, paste it into your AI (Grok, ChatGPT, Claude or Gemini), then replace the [yellow bits] with your own details.

💬 Property feasibility model
Build a property investment feasibility model on a new sheet.
Inputs (in a yellow input section): purchase price [MYR], stamp duty and legal fees [%], renovation [MYR], loan amount [%], interest rate [%], loan term [years], monthly rent [MYR], vacancy [%], service charge and maintenance [MYR/month], annual rent growth [%], holding period [years], exit price growth [%].
Outputs: monthly cash flow, gross and net yield, cash-on-cash return, 10-year cash flow table, IRR, and a sensitivity table for rent vs interest rate.
Use formulas (not hard-coded numbers) and label everything clearly.
💬 Audit my workbook
Check this workbook for errors: broken references, hard-coded numbers inside formulas, inconsistent formulas across rows, totals that don't add up, and assumptions that look unrealistic. List each issue with the cell reference and how to fix it.

⚠️ Tips & common mistakes

🌟 Why it's worth it

💡 Why it mattersFaster property feasibility, cash-flow and scenario models.
🏷️ Real exampleClaude for Excel, reviewed by ICAEW.
🔌 Connects to:Microsoft Excel
📰 Found via Source: Claude: Build financial models ↗

🔗 Helpful links

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