An AI analyst inside Excel

🧰 Before you start

• A paid Claude plan (Pro, Max, Team or Enterprise)
• Excel 2016 or later (Windows/Mac) or Excel on the web

🪜 Steps (tick as you go)

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.

💬 Prompts to copy

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.

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.

🔗 Links

• Claude docs: use Claude for Excel: https://claude.com/docs/office-agents/excel
• Claude: build financial models: https://claude.com/resources/use-cases/build-financial-models

From https://usecasy.com/use-case/claude-excel-models/ · Guide checked 15 October 2026 · Prices are rough and shown in USD unless stated (MYR where relevant).