AI-Powered Finance Workflows in Excel

Move from a request to a usable workbook without switching tools. ElyxAI is an AI agent built for finance professionals who use Microsoft Excel for reporting, forecasting, financial modeling and recurring analysis.

Go Beyond a Basic Excel Assistant

ElyxAI can combine multiple Excel actions into a coordinated workflow. Describe the result you need in natural language and let the agent work with the relevant context in your workbook.

• Complete workflows — perform a sequence of related Excel actions from one request
• Workbook-aware execution — work across relevant sheets, ranges, formulas and tables
• Direct Excel actions — create and update formulas, tables, charts and formatting
• Review and control — inspect modified ranges and undo changes when needed

A Finance Workflow in One Request

Ask ElyxAI to “Update my 12-month rolling forecast with base, upside and downside scenarios, then highlight the main variances.”

Depending on your workbook, ElyxAI can:

1. Locate the relevant financial data and assumptions
2. Update formulas and forecast periods
3. Create scenario and sensitivity tables
4. Generate supporting charts
5. Apply clear, professional formatting
6. Summarize the changes made in the workbook

Core Capabilities

Financial Modeling

• Build and update three-statement models
• Create DCF analyses and valuation schedules
• Generate cash-flow forecasts
• Build scenarios and sensitivity analyses
• Create, explain and repair Excel formulas

Reporting and Analysis

• Analyze budget-versus-actual variances
• Refresh recurring management reports
• Create pivot tables and financial dashboards
• Generate charts and variance visualizations
• Identify trends, exceptions and inconsistencies

Data Preparation

• Clean and structure imported finance data
• Remove duplicates and standardize formats
• Reorganize tables and reporting structures
• Prepare source data for analysis and reporting

Built for Finance Professionals

• FP&A teams — forecasts, scenarios, variance analysis and management reporting
• Controllers and accountants — recurring reports, reconciliations and data checks
• CFOs and finance leaders — financial models, dashboards and decision support
• Finance consultants — client models, reporting packs and workbook preparation

Review Every Result

ElyxAI shows the ranges modified during a workflow and lets you undo changes when needed. AI-generated work should always be reviewed before it is used for reporting or decision-making.

Security and Privacy

• Runs inside Microsoft Excel as an Office Add-in
• Processes workbook information only when required for a user-requested action
• Protects transmitted and stored data with encryption
• Does not use customer data to train AI models
• Provides privacy controls designed for GDPR compliance

Read our privacy policy at https://www.getelyxai.com/privacy.

Plans

• Free Trial — 50 credits for 7 days, no payment card required
• Starter — €29/month or €290/year, with 500 credits per month
• Pro — €59/month or €590/year, with 1,500 credits per month
• Team — from €119/month, including 3 seats and 3,000 shared credits per month
• Enterprise — custom deployment and commercial terms

Credits are consumed according to task complexity. Visit https://www.getelyxai.com/pricing for current plan details.

System Requirements

• A compatible version of Microsoft Excel supporting Office Add-ins
• Windows, macOS or Excel for the web
• An internet connection

Start your 7-day free trial and run your first finance workflow in Excel.

Questions? Contact help@getelyxai.com.