By platform · Spreadsheets
Month-end close, variance commentary and modeling help inside the workbook you already have, with Copilot or Claude for Excel.
Reconciliation, variance commentary and the review pack, using Copilot inside the workbook you already have and nothing leaving your tenant.
Write variance commentary for this actual-versus-budget table. Five bullets, biggest variances first, each with the amount, the percentage and the likely driver. Flag anything over [threshold]% for review. Match this tone: [paste one bullet from last month].
Analysts and PMs who build their own models and want the assistant inside Excel for the price of a Pro plan. Skip it if your firm blocks third-party add-ins; see Copilot.
Finance teams inside a Microsoft tenant that need one approved AI across Excel, Teams and Outlook. Skip it if you are an individual who can choose; Claude for Excel is cheaper and more explicit about what it changed.