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 ↗

It answers 2 questions

  1. Why build financial models with AI instead of from a blank spreadsheet?
  2. Which AI tools help with accounting and financial analysis?

Read with it

  1. Video How to Use Claude to Build INSANE Financial Models (2026) Nicolas Boucher (AI Finance Club)
  2. Video Master Claude for Excel in 10 Minutes: Financial Modeling Ali H. Salem
  3. Video Testing Claude in Excel: Building a Three-Statement Financial Model Corporate Finance Institute (CFI)
  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)
  5. Claude Pro at $17 a month billed yearly or $20 monthly, the cheapest plan that includes Claude for Excel. claude.com Tool Claude pricing Anthropic
  6. Microsoft 365 Personal at ₹6,899 a year, with Copilot in the Excel, Word and PowerPoint desktop apps. microsoft.com Tool Compare Microsoft 365 plans (India) Microsoft
eChai Partner Brands The partnership →