Advancing Claude for Financial Services (Claude for Excel announcement)
The primary source on what Claude for Excel is built to do and for whom.
Open anthropic.com →
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What can AI-in-spreadsheets (Claude in Excel, Gemini in Sheets) actually do?
The short answer
They sit inside your actual spreadsheet: Claude for Excel reads multi-tab workbooks, explains and fixes formulas with cell-level citations, fills templates, and builds new models; Gemini's =AI() function classifies, summarizes, and generates text right in Sheets cells. They are strongest at cleanup, formula work, and first-draft analysis. Review every change, because they preserve your file structure but not your judgment.
A quick orientation. The real value is below: resources worth your time, from people who've actually done it.
20 resources worth your time
Use Claude for Excel (official help)
Setup, plan requirements, and current limits straight from the maker.
Open support.claude.com →
Getting started with Claude in Excel
Anthropic's own demo of Claude navigating nested formulas and multi-tab dependencies.
Watch on YouTube youtube.com →
How to Use Claude for Excel (Step-by-Step Tutorial)
One of the clearest tech educators walks through cleaning, formula fixes, and analysis.
Watch on YouTube youtube.com →
NEW Claude in Excel: How Good Is It?
A finance-focused Excel YouTuber stress-tests it on realistic workbooks.
Watch on YouTube youtube.com →
I Tested Claude in Excel and It Has Blown my Mind
An Excel trainer's honest first-contact test across common spreadsheet tasks.
Watch on YouTube youtube.com →
How to Use Claude for Excel: Complete Beginner Guide
The gentlest on-ramp if you have never used an AI add-in before.
Watch on YouTube youtube.com →Ethan Mollick: Claude's Excel ability is the best I have seen (406 formulas from one prompt)
Independent evidence of a full working spreadsheet built from a single prompt.
Open x.com →Ethan Mollick: Claude in Excel vs Microsoft's own Excel agent
Why the same model gives different quality depending on how the spreadsheet agent works.
Open x.com →Anthropic's Claude just invaded Excel
A skeptical outside view on where the add-in fits against Copilot.
Open techradar.com →Claude for Excel: What It Does Well and Where It Still Falls Short
A veteran analyst's balanced scorecard, useful before you trust it with your model.
Open dataanalysis.substack.com →Gemini in Google Sheets (official hub)
Google's own map of what Gemini can do inside Sheets, from charts to insights.
Open workspace.google.com →Use the AI function in Google Sheets
The reference for =AI("prompt", range), the single most useful Sheets AI primitive.
Open support.google.com →Generate data with Gemini in Google Sheets
The primary-source changelog on Gemini generating and filling data in Sheets.
Open workspaceupdates.googleblog.com →
How to Use the NEW Google Sheets AI Function
A tight demo of the =AI() function on real spreadsheet tasks.
Watch on YouTube youtube.com →
Use the AI Function in Google Sheets
Covers the plan requirements and gotchas that block most people from finding the feature.
Watch on YouTube youtube.com →
Work Smarter with Google Sheets AI (Gemini Tutorial)
A small-business angle on Gemini in Sheets, closest to a founder's actual use.
Watch on YouTube youtube.com →A Beginner's Guide to Mastering Gemini + Google Sheets
Worked examples of categorizing and summarizing data in cells without add-ons.
Open kdnuggets.com →
How to Use Copilot in Excel: Full Tutorial (2025)
The Microsoft-native alternative demonstrated end to end, for teams already on M365.
Watch on YouTube youtube.com →How to Use Gemini in Google Sheets
An India-based data community's practical walkthrough with prompt examples.
Open analyticsvidhya.com →More in Data Analysis
- Why let AI analyze my data instead of learning Excel formulas or SQL? 18 →
- How do founders get insights from CSVs, analytics, and surveys using AI? 18 →
- Which AI tool should I use for data analysis: ChatGPT, Claude, Gemini, or a dedicated tool? 18 →
- Can AI write SQL for me and query my database in plain English? 18 →
- How do I know the numbers AI gives me are actually right? 18 →
- Is it safe to put my company's data into AI tools? 18 →
- How do I build dashboards and charts with AI, without a BI tool or a data team? 18 →
- How do I analyze customer feedback, reviews, and support tickets at scale with AI? 18 →
- Which metrics should my startup track, and how can AI help me stay on top of them? 18 →
- Can AI clean up my messy data: duplicates, formats, and half-filled columns? 18 →
- Do I still need to hire a data analyst, or can AI cover it for now? 16 →
- How do founders use AI for financial modeling and forecasting? 18 →