Finance overview
Operating spend$238.5KSeptember 2026 · Sample
Make the monthly finance review easier to act on.
Explore dashboard
AI native · Excel AI
Your Excel data.
Your Excel data.
More than a spreadsheet.
An AI native way to explore Excel. Upload a workbook or use a selected range through the add-in, ask a business question, and turn the answer into a dashboard.
Q4-Sales.xlsx
Ask
Sheets
Orders · sheet
Targets · sheet
You
Join the Orders and Targets sheets — which regions beat quota in Q4?
Three regions beat quota — APAC hit
118% of target, EMEA 106%,
and NA 101%. LATAM came closest below at
94%. Figures join the Orders sheet to the Targets tab on region.
Quota attainment
Q4 · % of target
APACEMEANA
LATAMMEAF
AI native analytics · Dashboard libraryOne connection.
One connection.
Twelve ways to see more.
Start with a business question.
Open a dashboard. See the value in your data.
Illustrative dashboards using fictional September 2026 data. Available analyses depend on the fields in your source.
Revenue performance
Net sales$425.8KSeptember 2026 · Sample
Understand the mix behind revenue.
Explore dashboardProcurement analysis
Purchase spend$323.8KSeptember 2026 · Sample
Prepare better supplier reviews.
Explore dashboardTravel & expenses
Claim value$73.8KSeptember 2026 · Sample
Understand the drivers of expense claims.
Explore dashboardCollections overview
Payment receipts$440.7KSeptember 2026 · Sample
See the distribution of incoming payments.
Explore dashboardWorkforce effort
Hours recorded26.7KSeptember 2026 · Sample
Support resourcing conversations with measured effort.
Explore dashboardInventory dispatch
Units dispatched40.8KSeptember 2026 · Sample
Review replenishment priorities using shipment activity.
Explore dashboardProject delivery
Tasks completed5.7KSeptember 2026 · Sample
Bring delivery evidence into portfolio reviews.
Explore dashboardSales territory
Booked sales$314.5KSeptember 2026 · Sample
Guide territory reviews with sales evidence.
Explore dashboardService operations
Cases received12KSeptember 2026 · Sample
Plan service capacity around demand.
Explore dashboardMarketing investment
Marketing spend$105.3KSeptember 2026 · Sample
Compare investment across marketing channels.
Explore dashboardProduction output
Units produced69.7KSeptember 2026 · Sample
Identify the lines to review with operations.
Explore dashboardEvery preview opens a full dashboardTake the question into your AI tools
The Excel analysis grind
You know the workaround. You do it every week.
Excel is where the numbers live — and where every question turns into manual work. The answer is in there; getting it out is the job.
Rebuilding pivot tables
Every new question means another pivot — drag the fields, refresh, re-slice, repeat. The result is a layout to maintain, not an answer you can just read.
VLOOKUP across sheets
Related data sits on separate tabs, so you stitch it together with VLOOKUP or INDEX/MATCH — brittle formulas that break the moment a column moves or a row is inserted.
Version drift by email
The file gets emailed, edited, and forwarded until no one is sure which copy is current. Your numbers depend on which attachment you happened to open.
How it works
Connect. Read every sheet. Ask.
Three steps from an Excel file to an answer — no pivot tables, no formulas, no data prep.
Step 01 — Connect
Connect or upload
Connect an Excel file for live, synced data, or upload a one-off .xlsx when you just need a single look. tableArth.ai reads the workbook structure automatically — no template, no cleanup.
Connect · or upload .xlsx
Step 02 — Understand
Reads every sheet
Each tab is read as its own table, keeping its own columns and types. Related sheets are understood and joined on shared keys — no VLOOKUP, no flattening into one tab first.
Multi-sheet, joined
Step 03 — Ask
Ask in plain English
Type a question. tableArth.ai works out which sheets it needs, runs the query, and streams back the answer with the right chart — suggesting follow-ups and asking to clarify when a request is vague.
Answers + charts
What you get
Everything your Excel workflow was missing.
One question replaces the pivot table, the VLOOKUP, and the chart setup — across every sheet in the file.
Live data, not a snapshot
Connect an Excel file and analysis runs on data that syncs automatically as it changes. Need a quick one-off instead? Upload the .xlsx and ask right away.
Multi-sheet workbooks, joined
Every sheet is read as a related table and joined on shared keys. Ask across tabs without writing a single VLOOKUP or INDEX/MATCH.
The right chart, automatically
Answers arrive with the visual that fits — bar, line, area, pie or donut, scatter, stacked bar, funnel, or table — chosen by the engine, not configured by you.
Suggestions and clarifying questions
tableArth.ai suggests questions worth asking and asks a quick clarifying question when a request is ambiguous — so you reach the right answer faster and with more confidence.
Large Excel files, handled
The timeout issues that used to affect bigger uploads are fixed. Large workbooks load reliably and the upload process is smoother for larger datasets.
Combine with other sources
Add an Excel file to a Workbook alongside Google Sheets and databases like MySQL and MongoDB, then ask one question and get a single answer pulled across all of them.
Ask anything
Questions your workbook can answer.
No formulas, no pivot tables — just type. Here's the kind of thing people ask on day one.
Total revenue by region this quarter
Join Orders and Returns — net revenue by product
Top 10 customers by lifetime value
Month-over-month growth across sheets
Which SKUs missed target in Q4?
Average order value by channel
Refund rate by region
Compare this year to last, by month
Which reps beat quota?
Security
Your Excel data, on your terms.
Four privacy modes control exactly what a model can see — Full AI, Masked data, Hybrid (stats-only), and Local template. Choose the mode per workbook, so sensitive columns stay protected while you still get the answer.
FAQ
Analyzing Excel with AI.
Can I connect an Excel file, or do I have to upload it?
Upload an Excel workbook for snapshot analysis, or use the configured Excel add-in with a selected table or range. Uploaded files stay at the supplied version until you provide updated data. Add-in installation and activation require setup.
Can it read a workbook with multiple sheets?
Yes. tableArth.ai reads every sheet in the workbook as its own related table and can join across them on shared keys. You can ask questions that span tabs without writing a VLOOKUP or flattening everything into one sheet first.
Does it handle large Excel files?
Yes. The timeout issues that used to affect larger uploads are fixed, so big Excel files load reliably and the upload process is smoother for larger datasets.
Do I need formulas, pivot tables, or SQL?
No. You ask in plain English and tableArth.ai writes and runs the query, picks the chart that fits, and streams the answer back in seconds. There are no pivot tables to build, no VLOOKUP to maintain, and no SQL to know.
Can I combine Excel with other data sources?
Yes. Add an Excel file to a Workbook alongside Google Sheets and databases such as MySQL and MongoDB, then ask one question in natural language and get a single answer pulled across every connected source.
Keep reading
Related reading.
Companion
AI for Google Sheets
Ask questions across your Google Sheets in plain English — live, synced, and joined across tabs.
Read more → ProductWhat is a Workbook?
Organize selected Excel, Sheets, and database data in one workbook. Use supported relationships and query paths, and confirm the freshness of each source.
Read more → GuideAnalyze Excel with AI
A practical walkthrough of asking questions across an Excel workbook — no pivot tables or VLOOKUP.
Read more →
THE EXCEL ADD-IN
Your table. Your question.
Your table. Your question.
In the same window.
The add-in supports Excel for Microsoft 365 on Windows, Mac, and the web. Installation and activation are arranged for your workspace.
Preview
Inspect columns and the first rows of your selected table before analysis.
Ask
Use streaming chat to explore the selected dataset and follow up on results.
Dashboard
View generated KPIs, charts, and a data table when the analysis is ready.
The add-in uploads the selected table or range for analysis. It does not imply live bidirectional sync or edits to your workbook. Contact us for setup; a public marketplace listing is not assumed.
Get started
Point tableArth.ai at your Excel file.
Connect or upload one workbook, ask in plain English, and see the answer and the right chart in seconds — across every sheet.
AI native by design · MCP previewYour data.
Your data.
Your AI workspace.
Keep the conversation where you work. MCP brings authorized tableArth workbooks into compatible clients such as Claude, ChatGPT, and Cursor.
From Tally and spreadsheets to databases, cloud bills, and ad reports: connect the source once, then explore its workbook context through the tools you choose.
Ask your dataExplore dashboardsCreate new views
Explore MCP access Staged preview. Availability depends on your client, deployment, and plan. Creating or updating dashboards requires write permission.
One workbook. More ways to work.MCP
Your connected dataOne authorized workbook
Imagine asking in ClaudeExample
“Explore my workbook, explain what changed, and help me build a dashboard for the next review.”
Workbook context → governed analysis → a dashboard you can return to.