Kolena AI Agents for Excel

Kolena AI Agents for Excel brings trustworthy, enterprise-grade AI directly into the tool your teams already use every day.

This Excel add-in lets you create, edit, and validate Excel templates that are powered by Kolena’s AI agents—AI systems designed to extract, analyze, and validate information from complex, unstructured documents such as PDFs, scanned forms, emails, and reports.

Instead of manually reviewing documents or relying on black-box AI outputs, Kolena’s AI agents produce structured, auditable results that can be reviewed, refined, and reused at scale—all from Excel.

With Kolena AI Agents for Excel, you can:

• Design AI-powered templates in Excel – Start from any workbook and connect it to a Kolena AI agent in minutes.
• Bind cells to AI outputs – Reference extracted values, summaries, validations, and tables using simple formulas and structured placeholders.
• Preview and validate AI runs – Load different agent executions into Excel to review edge cases, confirm accuracy, and refine logic before sharing.
• Maintain trust and transparency – Every AI-generated value is traceable back to its source, with reasoning and confidence scoring built in.
• Export results automatically – Push validated outputs to downstream systems, reports, or stakeholders without manual rework.

This add-in is ideal for teams in insurance, financial services, real estate, compliance, and operations that rely on Excel for underwriting, due diligence, reporting, and document review—but need AI that is accurate, explainable, and production-ready.

Kolena AI Agents for Excel requires an active Kolena subscription. Learn more about Kolena’s AI agents and workflows at

www.kolena.com.