Deckary Excel documentation
Set up Deckary in Excel, use the AI agent for workbook work, audit formulas, and build native financial models.
Last verified: 2026-09-04
Deckary's Excel AI agent works inside the workbook that is open in Microsoft Excel. It can inspect sheets and ranges, write formulas and values, apply native formatting, add worksheets, and audit formulas. Workbook reads and writes execute locally through the Deckary Office add-in; the web service coordinates the model run.
Choose an Excel workflow#
| Goal | Start here |
|---|---|
| Install Deckary and start the Excel agent | Getting started |
| Analyze or modify a workbook with the agent | Use the Excel AI agent |
| Find formula risks and inconsistencies | Audit formulas |
| Build a driver-based model | Financial modeling |
| Feed a worksheet range into a PowerPoint chart | Link Excel data to PowerPoint |
What the agent can change#
The agent can create worksheets; write values, formulas, notes, number formats, borders, and styles; copy bounded ranges; and change worksheet tab colors. It can read a workbook summary, inspect the current selection, retrieve explicit cell ranges, or load range data as CSV before it plans a change.
Generated output uses native Excel structures. A formula is written as a formula, a note as a cell note, and formatting as workbook formatting rather than a screenshot or detached table.
Workbook protection and verification#
Deckary binds each run to the active workbook identity. A planned mutation cannot cross into a different workbook. Writes require a runtime-issued authorization and host-observed result before the agent can claim completion.
When a write would replace non-empty cells, the agent follows Deckary's destructive-edit approval path. The approval is tied to the target state; if the cells change before the retry, Deckary asks the agent to reassess instead of overwriting the newer values.
The standalone Formula Tracer is a separate visual dependency tool. Formula auditing in the AI agent is covered in Audit formulas.