Guide

Use Claude for Excel

Anthropic (Claude docs) · claude.com

Anthropic's own guide to the add-in: ask about a workbook with cell-level citations, change assumptions without breaking formulas, and build or fill a model inside Excel.

Open on claude.com ↗

The question it answers

  1. Why build financial models with AI instead of from a blank spreadsheet?

Read with it

  1. Video Testing Claude in Excel: Building a Three-Statement Financial Model Corporate Finance Institute (CFI)
  2. Video How to Use Claude to Build INSANE Financial Models (2026) Nicolas Boucher (AI Finance Club)
  3. Video Master Claude for Excel in 10 Minutes: Financial Modeling Ali H. Salem
  4. Practical setup guide (which plan, settings, Projects, three model-building methods) opening with a real 3-statement model... sidsaladi.substack.com Article Claude Financial Modeling 101: The Complete Setup Guide Sid Saladi (The Product Channel)
eChai Partner Brands The partnership →