Altruva AI Add-in for Excel

The Altruva AI Add-in for Excel brings Tally — Altruva's AI-powered finance agent — directly into Microsoft Excel, so your spreadsheet data becomes a living, interactive conversation with an intelligent financial assistant.

Financial teams at non-profits and mission-driven organizations spend significant time working inside Excel. This add-in eliminates the need to copy-paste data into external tools. Tally reads the context of your current worksheet or selected range and provides instant, intelligent analysis right where your data already lives.

What you can do with Altruva AI for Excel:

• Ask Tally questions about your financial data and get context-aware answers instantly
• Analyze your selected cells or entire sheet without any manual data export
• Leverage Tally's understanding of your organization's documents via your private knowledge base (RAG)
• Connect with tools like Salesforce, HubSpot, and QuickBooks alongside your spreadsheet data

Who is this for?

The Altruva AI Add-in for Excel is built for finance teams at non-profits, foundations, and mission-driven financial institutions who rely on Excel for day-to-day financial work and want the power of AI without disrupting their existing workflow.

How to Get Started

Note: You'll need an active Altruva AI account before using this add-in. The add-in does not support account creation — please sign up first at app.altruva.ai.

1. Create your free account at app.altruva.ai
2. Install the Altruva AI Add-in from Microsoft AppSource
3. Open the add-in in Excel and log in with your existing Altruva AI credentials
4. Select a cell range or worksheet and start chatting with Tally

Why Altruva AI?

Altruva AI is purpose-built for mission-driven finance. The platform is powered by Microsoft Azure — so your financial data stays secure and private.

Learn more at altruva.ai.