Whale Excel AI Assistant

Whale Excel AI Assistant is an intelligent AI add-in integrated into Microsoft Excel. Complete data analysis, table creation, formula writing, and formatting through natural language conversation. No need to learn complex Excel functions — just describe what you need, and AI does the rest. Say goodbye to tedious manual work — let large language models handle your spreadsheet tasks directly.

Core Features

• Natural Language Driven — Describe your needs in everyday language, AI understands and executes automatically, no need to memorize any Excel functions or steps

• Data Analysis and Insights — Automatically summarize data, analyze trends, calculate statistical metrics, and generate analytical conclusions

• Table and Report Generation — Create professional tables with formatting, formulas, and styles in one sentence, including financial statements, data reports, budget templates, and more

• Chart Visualization — Automatically generate bar charts, line charts, pie charts, and other professional charts to make your data crystal clear

• Formulas and Calculations — Tell AI the result you want, and it automatically generates complex formulas like SUM, VLOOKUP, IF, and more

• Financial Data Retrieval — Pull public company income statements, balance sheets, and cash flow statements directly, automatically formatted and written to worksheets

• File Analysis — Upload CSV, TXT, JSON and other files, AI parses the content and organizes it into your spreadsheet

• Multiple AI Models — Choose from Qwen, DeepSeek, Claude, Kimi, MiniMax, and other leading AI models, switch on demand

Who Is It For

• Finance and Accounting — Quickly generate financial statements, reconciliation reports, and budget templates

• Data Analysts — Natural language driven data cleaning, pivot analysis, and trend forecasting

• Marketing and Operations — Organize marketing data and generate visual reports in one click

• Students and Researchers — Research data organization, experimental data analysis, and statistical calculations

• Any Excel User — No formula knowledge required, just chat to master all Excel capabilities

Product Highlights

• Bilingual Support — Both the interface and AI support Chinese and English, automatically adapting to user language

• Data Security — Spreadsheet data is only processed in real-time during sessions, never permanently stored on servers

• Permission Control — Set AI to ask for confirmation before making any changes to your spreadsheet

• Free Trial — 10 free AI calls per month, upgrade to Pro for unlimited access

Whale Excel AI Assistant is developed by Shanghai Blue Whale Technology Co., Ltd. (Whaletech AI). Your data is encrypted via HTTPS. See our Privacy Policy for details.