A screen-share of building and checking a financial model with the Excel add-in.
Master Claude for Excel in 10 Minutes: Financial Modeling
Ali H. Salem Mar 2026
Watch on YouTube youtube.com →For financial analysis, put the AI inside the spreadsheet. Claude for Excel, an add-in that comes with Claude Pro ($17 a month billed yearly, $20 monthly), explains formula chains across a workbook, debugs errors, and builds or fills models without leaving Excel; Microsoft 365 Personal at ₹6,899 a year puts Copilot in Excel instead. For one-off analysis, upload a statement or an export to ChatGPT, Claude or Gemini and ask for variances, ratios or a chart, then check every number against the source. For the books themselves in India, Zoho Books has a free plan for micro businesses with GST reports and filing and bank reconciliation, and Standard at ₹749 per organisation a month billed yearly; TallyPrime, the Bengaluru-built accounting software, now sells itself as AI-powered. AI drafts and checks the work, and a qualified accountant still signs it. Rule: Claude or Copilot in Excel for analysis, Zoho Books or Tally for the ledger.
Part of Accounting software on eChai Explore.
7 resources.
A screen-share of building and checking a financial model with the Excel add-in.
Ali H. Salem Mar 2026
Watch on YouTube youtube.com →A finance trainer's walkthrough of prompting for a three-statement model and checking the output.
Nicolas Boucher Jan 2026
Watch on YouTube youtube.com →What the Excel add-in does (explain formulas, update values safely, build templates and models, debug errors), which plans include it, and its current limits.
Anthropic Nov 2026
Open claude.com →Claude Pro at $17 a month billed yearly or $20 monthly, the cheapest plan that includes Claude for Excel.
Anthropic Nov 2026
Open claude.com →Microsoft 365 Personal at ₹6,899 a year, with Copilot in the Excel, Word and PowerPoint desktop apps.
Microsoft Nov 2026
Microsoft 365 on eChai Explore
Open microsoft.com →Indian accounting software priced in rupees: a free plan for micro businesses with GST reports and filing, receipt autoscans and bank reconciliation, and Standard at ₹749 per organisation a month billed yearly.
Zoho Nov 2026
Open zoho.com →Bengaluru-built business management and accounting software, now pitched as AI-powered, with GST invoices out of the box.
Tally Solutions Nov 2026
Open tallysolutions.com →