Build Complex Excel Files with Natural Language

Transform how your organization works with spreadsheets. Compass AI Excel Add-in lets anyone create sophisticated workbooks, automate repetitive tasks, and generate presentations - all by simply describing what you need.

  • Build complex formulas using plain English
  • Automate repetitive spreadsheet tasks instantly
  • Create presentations directly from Excel data
  • Integrate with other Compass AI agents
  • Smart data analysis and visualization
Get the Add-in Explore Benefits
Sales_Report_Q4.xlsx - Excel
File Home Insert Data Compass AI
A
B
C
D
1
Region
Q3 Sales
Q4 Sales
Growth
2
North
$125,000
$142,500
+14%
3
South
$98,000
$118,000
+20%
4
East
$156,000
$171,600
+10%
5
West
$203,000
$248,000
+22%
Compass AI
Add a growth column comparing Q3 to Q4
Done! I've added column D with growth percentages and formatted it to highlight positive trends.
Now create a presentation from this data
75%
Reduction in Spreadsheet Creation Time
90%
Fewer Formula Errors
5x
Faster Report Generation
100%
Natural Language Interface

Why Organizations Choose Compass AI Excel Add-in

Unlock the full potential of your spreadsheet workflows with AI that understands your data and your goals.

💬

Natural Language Spreadsheet Building

Stop memorizing complex formulas and syntax. Simply describe what you want in plain English, and Compass AI builds it for you - from simple calculations to multi-sheet data models.

  • Create VLOOKUP, INDEX/MATCH, and array formulas by description
  • Build pivot tables and charts with a simple request
  • Generate complex conditional formatting rules instantly
  • Transform messy data into structured tables automatically

Intelligent Automation at Scale

Eliminate hours of repetitive work. Compass AI learns your patterns and automates the tedious tasks that drain your team's productivity every day.

  • Automate data cleaning and standardization
  • Generate recurring reports with one command
  • Batch process multiple workbooks simultaneously
  • Create reusable templates from existing spreadsheets
📈

From Data to Presentation in Seconds

Leverage Compass AI's multi-agent ecosystem. Transform your Excel data directly into polished PowerPoint presentations, complete with visualizations and insights.

  • Generate executive presentations from spreadsheet data
  • Create charts and graphs optimized for presentations
  • Extract key insights and talking points automatically
  • Maintain consistent branding across all outputs

Use Cases

See how teams across your organization can leverage Compass AI Excel Add-in to transform their workflows.

Finance
Automated Financial Modeling
"Create a 3-year forecast model based on this historical data with 10% annual growth assumption" - Build complex financial models in minutes, not days.
Sales
Pipeline Analysis & Reporting
"Analyze this sales data, identify top performers, and create a presentation for the quarterly review" - Turn CRM exports into actionable insights instantly.
Operations
Inventory & Supply Chain
"Flag all items below reorder point and calculate optimal order quantities based on lead times" - Automate inventory management calculations.
HR
Workforce Analytics
"Analyze headcount trends by department, calculate turnover rates, and visualize hiring patterns" - Transform HR data into strategic insights.
Marketing
Campaign Performance
"Compare ROI across all marketing channels, highlight top performers, and create an executive summary" - Data-driven marketing decisions made easy.
Project Management
Resource Planning
"Create a Gantt chart from this task list, identify resource conflicts, and suggest reallocation" - Visual project planning without the complexity.
Data Analytics
Data Transformation
"Clean this dataset, split names into columns, standardize dates, and remove duplicates" - Data wrangling that used to take hours, done in seconds.
Executive
Board Reporting
"Generate a board-ready presentation from these KPI sheets with trend analysis and key highlights" - Executive communications made effortless.

Value for Everyone in the Organization

From individual contributors to the C-suite, Compass AI Excel Add-in delivers measurable value across all roles.

💻

For Individual Users

Analysts, Accountants, Coordinators
  • Eliminate formula frustration - describe what you need
  • Automate repetitive weekly/monthly tasks
  • Learn Excel faster with AI-guided explanations
  • Produce professional outputs without advanced skills
  • Focus on analysis, not data manipulation
👥

For Team Leaders & Managers

Team Leads, Department Heads
  • Standardize reporting across your team
  • Reduce time spent on spreadsheet support requests
  • Enable less technical team members to self-serve
  • Accelerate project timelines with faster deliverables
  • Improve data quality and consistency
🎯

For Executives & Leadership

Directors, VPs, C-Suite
  • Get board-ready presentations in minutes
  • Reduce operational costs through automation
  • Accelerate decision-making with faster insights
  • Improve workforce productivity organization-wide
  • Enterprise security that meets compliance requirements

Key Features That Drive Results

Powerful capabilities designed for real business impact.

Natural Language Formula Building

Stop Googling Excel formulas. Simply describe what calculation you need, and Compass AI writes the formula for you - with explanations so you can learn and adapt.

  • Complex nested formulas generated from simple descriptions
  • Automatic error checking and optimization suggestions
  • Step-by-step explanations for learning
Compass AI Assistant
1
"Calculate the running total of column B"
2
✓ Formula created: =SUM($B$2:B2)
3
Applied to cells C2:C100 with auto-fill

Multi-Agent Ecosystem Integration

Compass AI Excel Add-in doesn't work in isolation. Connect with other Compass AI agents to transform your Excel data into presentations, reports, and more - all from within Excel.

  • Generate PowerPoint presentations from Excel data
  • Create Word documents and reports automatically
  • Connect to business intelligence dashboards
Agent Collaboration
1
"Create a presentation from this sales data"
2
Connecting to Presentation Agent...
3
✓ 12-slide presentation generated
4
✓ Charts, insights, and speaker notes included
Seamlessly Integrated With Your Microsoft Environment

Ready to Transform Your Excel Experience?

Get started with Compass AI Excel Add-in today.

Get the Add-in
Visit our installation portal for the manifest file and step-by-step setup instructions.