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Claude for Excel
Excel add-in from Anthropic PBC that puts Claude in a workbook task pane. Ask questions about open workbooks with cell-level citations, update assumptions while keeping formula relationships intact, debug errors such as #REF! and #DIV/0, generate or populate models, and run native Excel operations including sort, filter, pivot tables, conditional formatting, and data validation. Generally available on Claude Pro, Max, Team, and Enterprise. Install from Microsoft Marketplace Claude for Microsoft 365 (WA200010725) or Claude by Anthropic for Excel (WA200009404), then sign in with a Claude account. Excel on the web; Windows Microsoft 365 build 16.0.13127.20296 or later; Excel on Mac version 16.46 / build 21011600 or later. Not supported on Excel 2016/2019 perpetual, iPad, or Android. Pro includes Claude for Microsoft 365 at $17/month billed annually ($200 up front) or $20/month; Max from $100/month.
AI/MLProductivityCoefficient
Excel add-in that connects live business data from 100+ sources (Salesforce, HubSpot, warehouses, and more) into the workbook, with scheduled refreshes and write-back. Free plan plus paid subscriptions; 30-day Pro trial. Excel Desktop (Windows/Mac) and Excel for Web.
ConnectorsDataCompound AI
Microsoft Excel Office.js add-in from Compound / Twenty AI, Inc. (marketplace title Compound AI, AppSource WA200010984, publisher Compound / PN200006863, builtFor Microsoft 365, AppVersion 1.0.0.0) that opens a Compound task pane inside Excel so finance professionals can analyze, edit, and sync workbooks with Compound's AI agent. Marketplace title Compound AI | Microsoft Marketplace (https://marketplace.microsoft.com/en-us/product/office/WA200010984 HTTP 200): Compound AI by Compound; Get it now (actionString CTA_Get); short description Use Compound to analyze, edit, and sync workbooks. Purpose-built AI for finance professionals. Marketplace JSON (https://appsource.microsoft.com/view/app/WA200010984?country=US HTTP 200): appActionType FREE; hasPrices false; additionalPurchasesRequired true; WorksWith Excel_2019_Mac, Excel_Online, Win32_Excel, Excel_M365_Mac, Excel_M365_Win; ReleaseDate 2026-06-03; AppVersion 1.0.0.0; SupportLink https://getcompound.ai/support; PrivacyPolicyUrl https://getcompound.ai/privacy. Marketplace description: Financial professionals who live in spreadsheets can use Compound for Excel to collaborate with Compound's AI agent directly where they work; the agent reads multi-tab workbooks, edits cells and formulas in place, and pulls figures from Compound drive documents; Open the Compound task pane from the Home tab, sign in with Google or Microsoft, and either open a file from the drive or link the open workbook; Availability: Compound for Excel works with any Compound account; Sign up free at https://getcompound.ai. Vendor homepage title Compound | The AI Analyst for Institutional Finance (https://getcompound.ai/ HTTP 200): Interactive Artifacts work with AI outputs in Excel, Word, and PowerPoint; FAQ We do have an Excel add-in, Compound for Excel, but to get the most out of Compound we recommend the web app and Frankie. Vendor pricing title Pricing | Compound (https://getcompound.ai/pricing HTTP 200): Free $0 Free forever with 1GB storage and 10K credits per month; Plus $60 per month with 100GB / 250K credits and priority support; Pro From $150 per month starting at 500GB / 700K credits; Teams & Enterprise procurement-ready (security questionnaires, DPA, MSA); credits measure compute (~1 credit per PDF page). Vendor about title About Us | Compound (https://getcompound.ai/about HTTP 200). Vendor privacy policy title Privacy Policy | Compound (https://getcompound.ai/privacy HTTP 200): Last modified March 11, 2026; Twenty AI, Inc. Vendor support URL https://getcompound.ai/support HTTP 200 is a thin shell this pass. This listing is the Compound AI Microsoft 365 Office.js store add-in WA200010984 — not the Compound web app, not Frankie, and not Word/PowerPoint artifact export as standalone products.
AI/MLProductivityCube
Microsoft Excel Office.js add-in from Cube Planning Inc. (marketplace title Cube, AppSource WA200000513, publisher Cube Planning Inc / PN200000190, builtFor Microsoft 365, AppVersion 1.0.0.1) that connects existing Excel workbooks to Cube's governed FP&A model so finance teams can fetch live actuals into their own layouts, publish budget and forecast edits back, Cubify-map templates onto dimensions, and drill fetched figures to GL transactions without rewriting the file. Marketplace title Cube | Microsoft Marketplace (https://marketplace.microsoft.com/en-us/product/office/WA200000513 HTTP 200): Cube by Cube Planning Inc.; Get it now (CTA_Get); short description Cube helps finance teams spend less time on manual data management and more time delivering insights. Marketplace JSON (https://marketplace.microsoft.com/view/app/WA200000513?country=US HTTP 200): appActionType FREE; hasPrices false; additionalPurchasesRequired true; WorksWith Excel_2016, Excel_2016_Mac, Excel_2019, Excel_2019_Mac, Excel_Online, Mac_Excel, Win32_Excel, Excel_M365_Mac, Excel_M365_Win; ReleaseDate 2022-04-24; AppVersion 1.0.0.1; SupportLink https://cubesoftware.zendesk.com/hc/en-us (that path HTTP 403 from this host; vendor contact HTML used instead); PrivacyPolicyUrl https://www.cubesoftware.com/privacy-policy; linkedAddIns empty; marketplace description NOTE: This add-in can only be used by existing Cube customers; visit www.cubesoftware.com. Vendor homepage title Agentic finance layer for FP&A | Cube (https://www.cubesoftware.com/ HTTP 200). Vendor spreadsheets title FP&A for Excel and Google Sheets | Cube Spreadsheet App (https://www.cubesoftware.com/surfaces/spreadsheets HTTP 200): The Spreadsheet App installs from Microsoft AppSource and the Google Workspace Marketplace; Win · Mac Real Excel Excel 2016 and later, Microsoft 365, and Excel on the web; Cube panel Fetch & Publish, Cubify, AI Analyst sidebar, Shared Library, Drilldown, Audit trail & undo. Vendor pricing title Transparent and Upfront Pricing | Cube FP&A Software (https://www.cubesoftware.com/pricing HTTP 200): Get Custom Quote; Bronze / Silver / Gold plans; Talk to sales for add-ons; Get a demo. Vendor privacy title Privacy Policy | Cube (https://www.cubesoftware.com/privacy-policy HTTP 200): Last Updated May 19, 2025; Cube Planning, Inc. Vendor contact title Contact (https://www.cubesoftware.com/contact HTTP 200). This listing is the Cube Microsoft 365 Office.js Excel store add-in WA200000513 from Cube Planning Inc. — not the Google Sheets add-on as a standalone product, not Cube web / Workspace, not Slack / Teams, not PowerPoint / Google Slides, not BI tools, not Cube MCP Server, not Cube AI agents as standalone products, and not cube.dev Cube Cloud for Excel (a different company).
DataConnectorsDaloopa Add-in
Microsoft Excel Office.js add-in from Daloopa, Inc. (marketplace title Daloopa Add-in, AppSource WA200004907, publisher Daloopa / PN200003028, builtFor Microsoft 365, AppVersion 2.0.0) that brings Daloopa financial data into Excel so analysts can retrofit, update, and audit existing models without leaving the workbook. Marketplace title Daloopa Add-in | Microsoft Marketplace (https://marketplace.microsoft.com/en-us/product/office/WA200004907 HTTP 200): Daloopa Add-in; Get it now; short description Daloopa Add-in updates your existing financial models in one click! No model changes needed.; Overview Use the Daloopa Add-in to automate earning updates. 1. No need to change the layouts or formats of your existing models. 2. Retrofit your numbers seamlessly with auditable hyperlinks. 3. Update your retrofitted models in one click. 4. Inspect your numbers to find any errors. A Daloopa subscription is required to use the add-in. Contact us via sales@daloopa.com for a subscription. Please Note: Daloopa Add-in is not supporting Internet Explorer 11 on both Windows 7 and Windows 10.; AdditionalPurchasesRequired true; appActionType FREE; hasPrices false; WorksWith Excel_2019_Mac, Excel_Online, Win32_Excel, Excel_M365_Mac, Excel_M365_Win; ReleaseDate 2026-01-12; SupportLink https://docs.daloopa.com/docs; PrivacyPolicyUrl https://www.daloopa.com/privacy-policy. This listing is the Microsoft 365 Excel add-in Daloopa Add-in WA200004907 — not a second catalog row for Daloopa Scout, Daloopa MCP, Daloopa API / Fundamentals API, Daloopa Data Sheets, Daloopa Cloud, Daloopa Hub, or a custom non-AppSource deployment. Installing & updating title Installing & updating the Add-In (https://docs.daloopa.com/docs/install-daloopa-excel-add-in HTTP 200): The Daloopa Excel Add-In brings Daloopa's data into Excel, so you can build, update, and audit financial models without leaving the workbook; Once a model is connected, updating it with the latest actuals takes a few clicks — no manual entry or copy-paste from filings; You install it from the official Microsoft add-in store, either on your own or through your Microsoft 365 administrator; There's no separate program to download, and it updates itself once installed; For individual users Open the Daloopa Add-in on Microsoft AppSource; Click Get it now and complete the prompts; In Excel (Windows, Mac, or Web), open a workbook and go to Home > Add-ins or Insert > Get Add-ins; Search for "Daloopa Add-in", select it, and choose Add if it isn't already pinned; Launch the add-in from the ribbon and sign in with your Daloopa credentials; For Microsoft 365 administrators Settings > Integrated apps > Add-ins; if the organization previously deployed a custom (non-AppSource) version, remove it first. Using the add-in title Using the Excel Add-In (https://docs.daloopa.com/docs/using-daloopa-excel-add-in HTTP 200): Open the add-in from the Excel ribbon and sign in to land on the Home screen; Available Actions Retrofit, Update, and Create Rolled-Up Number; right-click a selected cell or range and choose a Daloopa Helper action from the context menu. Overview title Daloopa Overview (https://docs.daloopa.com/docs/overview HTTP 200): Daloopa turns company filings into clean, structured financial data, with every number linked back to the document it came from; In Excel Excel Add-In Update your existing models with a click during earnings (distinct from Data Sheets, Scout, API, Cloud, and MCP). Product page title Updating Models - Daloopa (https://daloopa.com/use-cases/updating-models-2 HTTP 200): Quickly update your models during earnings season—with the click of a button; Automate data updates in Excel by linking to Daloopa’s comprehensive fundamental database spanning 6,000+ tickers globally; the Daloopa Updater delivers that data directly into analysts’ models with a single click. Plans title Plans - Daloopa (https://daloopa.com/plans HTTP 200): Access to Excel Add-in is included in Daloopa Core and Daloopa Premium (Speak with Sales) and is not on the Free plan (Data Sheets only); already a Daloopa customer? Reach out to your point of contact. About title About Daloopa (https://daloopa.com/about-us HTTP 200): Daloopa exists to accelerate decision-making for investment professionals; Co-founder and CEO Thomas Li. Privacy title Privacy Policy Updated 2026 (https://daloopa.com/privacy-policy HTTP 200): Daloopa, Inc.; Effective date May 28, 2026. Demo title Demo - Daloopa (https://daloopa.com/demo HTTP 200): Request a Demo / Book Demo.
DataConnectorsDamian
Microsoft Excel Office.js add-in from trydamian / Damian AI (marketplace title Damian - AI agent for excel, AppSource WA200009854, publisher trydamian / PN200006155, builtFor Microsoft 365, AppVersion 1.0.0.0) that puts an AI agent in the workbook to build and edit spreadsheets, generate formulas, clean data, import PDF and website data, and build financial models from plain-English prompts. Marketplace title Damian - AI agent for excel | Microsoft Marketplace (https://marketplace.microsoft.com/en-us/product/office/WA200009854 HTTP 200): Damian - AI agent for excel by trydamian; Get it now; short description Damian is the best way to do your Excel and Spreadsheet work with AI. Free + paid plans available; Overview Damian: The Most Powerful AI for Excel. Build & Edit Spreadsheets, Fix Errors, and Import PDF Data in Minutes. Damian does your work for you. Pricing & access: Damian offers free and paid plans. A paid subscription/license is required to unlock premium features such as agent mode and higher usage limits (available via in-app purchase). Damian is an AI-powered Excel add-in that automates complex, time-intensive spreadsheet tasks through natural conversation. Tell Damian what you need in plain English, and it completes workflows in minutes. Who Benefits: Finance (LBO/DCF models, pro formas, PDF import); Real Estate (valuations, cash flows, rent rolls); Founders/SMBs; Analysts/Consultants; Marketing/Sales; Researchers/HR/Ops; Excel learners and power users. AdditionalPurchasesRequired true; appActionType FREE; hasPrices false; WorksWith Excel_2013, Excel_2016, Excel_2016_Mac, Excel_2019, Excel_2019_Mac, Excel_Online, Mac_Excel, Win32_Excel, Excel_M365_Mac, Excel_M365_Win; ReleaseDate 2026-01-12; SupportLink https://www.trydamian.com; PrivacyPolicyUrl https://www.trydamian.com/privacy-policy. Vendor homepage title Damian - Excel-Native AI Agent | Best Way to Automate Excel Work | Copilot Alternative (https://www.trydamian.com/en HTTP 200): The Fastest Excel AI Agent; AI Agent built for Excel; Use our Excel AI agent to automate formulas, clean data, and build financial models; How to Install the Best Excel AI Agent — Install the free Excel AI add-in in 2 minutes from the Microsoft add-in store; click Install Damian / Get it now on the Microsoft marketplace listing; Open in Excel; under the Home tab click Show Damian; After installation, sign up to unlock Damian's full capabilities; Get Started Free; Free forever plan available. No credit card required. Pricing (https://www.trydamian.com/en/pricing HTTP 200): Upgrade your plan; Annual / Monthly (Save 20%); Pro $25 / month billed monthly (Great for daily Excel work; Everything in Free, plus Limited messages & actions, 2 Max model uses per day); Max $100 / month billed monthly (Powered by our strongest AI model; Everything in Pro; Unlimited Max access); Teams $500 / seat / month billed monthly (14-Day Free Trial; Everything in Max; Enterprise Grade Security); Enterprise Custom plans / Book a demo (advanced security, custom SLAs, white-glove onboarding). Support (https://www.trydamian.com/en/support HTTP 200): Get Support; Email Support; typically respond within 24 hours. Privacy (https://www.trydamian.com/en/privacy-policy HTTP 200): Privacy Policy Last Updated November 4, 2025; applies when you use our Excel Add-in and related services; payments via Stripe; authentication via Clerk; AI processing by OpenAI, Anthropic, and Google; contact privacy@trydamian.com. Copyright Damian AI. All rights reserved.
AI/MLProductivity
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