Agent Fleet for Excel

Agent Fleet for Excel is an AI-powered copilot that helps finance professionals build, analyze, and manage financial models directly within Microsoft Excel. Designed for investment banking, private equity, corporate finance, FP&A, and valuation teams, it combines spreadsheet automation with conversational AI to accelerate modeling workflows and improve efficiency.

Build Models with Natural Language

Create formulas, financial schedules, calculations, charts, and supporting worksheets using natural language prompts. Describe the outcome you need, and Agent Fleet generates Excel-ready outputs to reduce manual effort and accelerate model development.

Analyze Data and Financial Models

Interact with workbook data through a conversational interface. Ask questions about financial performance, trends, assumptions, or model outputs and receive contextual responses, summaries, and insights based on the information contained within your spreadsheets.

Automate Repetitive Spreadsheet Tasks

Reduce time spent on manual spreadsheet work by automating activities such as data organization, formatting, formula updates, worksheet creation, and model maintenance. Agent Fleet helps teams focus more on analysis and decision-making rather than routine spreadsheet administration.

Support Scenario and Sensitivity Analysis

Evaluate business and investment outcomes by exploring alternative assumptions and scenarios. Agent Fleet can help assess the impact of changes in growth rates, margins, costs, and other key drivers, enabling faster decision-making and modeling iterations.

Designed for Finance Workflows

Built for finance use cases including:

- Financial modeling

- Valuation analysis

- Lending

- Real Estate

- Budgeting and forecasting

- FP&A

- Investment banking workflows

- Private equity analysis

- Asset Management

- Corporate finance planning

Key Benefits

- Accelerate financial model creation and maintenance

- Improve productivity within Excel

- Reduce manual spreadsheet effort

- Simplify complex formula generation

- Enable faster analysis and scenario evaluation

- Support data-driven financial decision-making

Agent Fleet for Excel helps finance teams work more efficiently by bringing AI-powered assistance directly into the Excel environment they already use every day.