How can Claude help?
Increase revenue growth by 2% and show the impact on terminal value.
Unformulaic expertise, right in Excel
Ask Claude about any cell, formula, or tab. Update assumptions without breaking your formula. Claude for Excel is in beta for all paid plans.
How teams use Claude for Excel
Claude listens carefully, follows instructions precisely,
and thinks through complex problems. Use Control+Option+C on Mac and Control+Alt+C on Windows to open Claude for Excel.
Get answers about any cell in seconds
Navigate complex models instantly. Ask Claude about specific formulas, entire worksheets, or calculation flows across tabs. Every explanation includes cell-level citations so you can verify the logic.
Test scenarios without breaking formulas
Update assumptions across your entire model while preserving all dependencies. Test different scenarios quickly—Claude highlights every change with explanations for full transparency.
Debug and fix errors
Trace #REF!, #VALUE!, and circular reference errors to their source in seconds. Claude explains what went wrong and how to fix it without disrupting the rest of your model.
Build models or fill existing templates
Create draft financial models from scratch based on your requirements. Or populate existing templates with fresh data while maintaining all formulas and structure.
Turn workflows in Excel into skills
Running a variance analysis, deal summary, or data cleanup? When your team figures out the right workflow for your process, save it as a skill so anyone can run it in one click from the Excel add-in.
Skills turn one-off results into a repeatable, scalable process. Teams can create and share custom skills for their specific workflows.
A continuous conversation for all your work
Claude can pass context across the PowerPoint and Excel add-ins in one continuous conversation.
The Claude you trust, right in Excel
Transparency and visibility
See Claude’s changes in real time with explanations
Formula integrity
Maintain Excel model structure and formatting
Enterprise security
Works within your existing compliance framework
Deployment flexibility
Access through a Claude account or your existing cloud provider (Amazon Bedrock, Google Cloud’s Vertex AI, or Microsoft Foundry).
FAQ
Claude for Excel is available in beta for Claude Pro, Max, Team, and Enterprise plan customers.
Claude for Excel works within your existing security framework. Claude can make mistakes, so you should always review changes before finalizing, especially for client-facing deliverables.
Yes, Claude is trained to recognize common financial modeling patterns, formula structures, and industry-standard calculations. However, always verify outputs match your specific methodologies.
Currently .xlsx and .xlsm files are supported. File size limits apply based on your Claude plan.
Skills let you save a multi-step workflow as a repeatable, one-click action. When your team figures out the right way to run a variance analysis or populate a template, you can save it as a skill that anyone on the team can run directly from Claude for Excel. Skills are available for all paid plans