Build & edit Excel workbooks with AI.
Deckary's agentic AI Excel add-in builds models, audits workbooks, cleans data, and rewrites sheets — directly inside Excel.
14-day free trial. No credit card required.
Our users work at companies like
Deckary helps consulting & industry firms to build better presentations
From a prompt to a live financial model
Describe the model — three-statement, DCF, ROI, sensitivity, unit economics. The agent scaffolds assumption cells, schedules, and formulas. Change one rate and the rest of the workbook recalculates.
- Assumption cells separated from formulas
- Linked schedules — change inputs, outputs follow
- Number formatting matched to your sheet
- No hardcoded values buried in formulas
Describe your model
"Build a 4-year revenue model with 27%, 30%, 30% growth and 67% gross margin."
| B | C | D | E | F | |
|---|---|---|---|---|---|
| 14 | — | — | — | — | — |
| 15 | — | — | — | — | — |
| 22 | — | — | — | — | — |
| 36 | — | — | — | — | — |
Audit a model someone else built
Point the agent at a workbook. It walks every sheet, flags broken formulas, surfaces hardcoded numbers buried inside formulas, and reports where totals don't reconcile — before you stake a recommendation on it.
Walks dependency chains across sheets
Surfaces numbers hidden inside formulas
Reports where math doesn't add up
Calls out missing assumptions
Messy data in. Decision-ready sheet out.
Drop in a raw export. The agent normalizes dates and currencies, deduplicates, reconciles sheets, and produces a structured output tab — with formulas referencing your raw data, not pasted values.
Cleanup that holds. Standard formats applied across thousands of rows in a single pass.
Outputs you can hand off. Variance, cohort, scenario, KPI summaries — produced as structured sheets, fully linked.
Formulas, not values. Change a source cell and the output sheet recalculates — your model stays auditable.
| Date | Customer | Amount | Country |
|---|---|---|---|
| jan 3, 2024 | Acme INC. | $1,240.00 | usa |
| 1/5/24 | acme inc | 1240 | USA |
| 2024-01-08 | Acme Inc | $2.4k | United States |
| jan 9 24 | ACME, Inc. | USD 980 | us |
| 1-12-2024 | Acme Inc | $1,540.50 | U.S. |
The work an Excel agent should actually do
Describe the workbook task, the source ranges, and the checks you need. Deckary can work across steps and sheets while you review the resulting formulas and edits.
Build models from a prompt
Three-statement, DCF, sensitivity, ROI, unit economics — scaffolded with assumption cells and linked formulas, not hardcoded numbers.
Audit workbook formulas
Point the agent at a model someone else built. It flags broken formulas, hardcoded values, and sheets where the math doesn't reconcile.
Clean messy data
Standardize exports, reconcile sheets, fix inconsistent formatting, deduplicate, normalize dates and currencies — without writing macros.
Generate output sheets
Cohort analysis, variance, scenario comparisons, KPI summaries — produced as a structured sheet that references your raw data with formulas.
Overwrite protection
The agent asks before replacing existing values. You stay in control of every destructive change.
Native Excel
The agent applies edits to your open workbook so you can inspect and continue working in Excel.
Need a starting point? Try an Excel template.
Financial models, P&Ls, budgets, cash flow, KPI dashboards — for different industries. Download a starter, then ask the agent to fit it to your business.
Work in the Excel file your team already uses
The agent works in an Excel side panel and applies edits to your open workbook. You can continue with native formulas, formatting, and manual edits after the AI task.
| Feature | Deckary in Excel | Your acceptance check |
|---|---|---|
| Workbook tasks | ||
| Financial model | Assumptions, schedules, and formulas | Review model logic and reconciliation |
| Formula audit | Inspect formulas and cell references | Confirm each finding against source cells |
| Analysis sheet | Create output linked to source data | Change an input and check recalculation |
| Cleanup | Edit the requested data range | Verify row counts, totals, and preserved inputs |
| Overwrite review | Default protection for existing values | Review proposed replacements before approval |
Review the changed ranges and unresolved findings before using the output in a report or model. Compare current Excel AI tools or try the formula checker workflow.
Use AI for the workbook work you can inspect
Ask the agent to scaffold schedules, inspect formulas, and prepare output sheets. Keep responsibility for assumptions, reconciliation, and the final recommendation.
Building Models Manually
You build each part directly
- Scaffolding assumption cells, schedules, and formulas
- Manually auditing where formulas broke or numbers got hardcoded
- Reconciling messy data exports by hand
- Inconsistent number formats and styles across sheets
- Building output tabs from scratch every time
- Switching between Excel and ChatGPT to get formula help
Deckary AI Excel Agent
AI drafts and edits; you review
- Describe the model — agent scaffolds the workbook
- Agent audits existing workbooks and surfaces broken logic
- Cleans and restructures data exports automatically
- Matches existing fonts, colors, and number formats
- Generates output sheets linked to your raw data with formulas
- Inside Excel — no copy-pasting from a chat window
Build the workbook, then check the assumptions and results.
Build this in Excel with AIBuilt for the work consultants and finance teams ship
Consulting, corporate strategy, FP&A, and PMO teams can use the agent for structured analysis, recurring reports, and model reviews.
What our users are saying
Consultants, finance teams, and operators use Deckary to finish PowerPoint and Excel work faster.
Deckary feels like AI built for PowerPoint, not another presentation app I have to export from.
James
Senior Consultant
I can go from Excel analysis to a client-ready chart slide without rebuilding everything by hand.
Edwin
FP&A Manager
Deckary gives me the AI speed I want, with the native PowerPoint output my clients expect.
Carla
Management Consultant
Deckary replaced three separate tools for me: AI slides, charts, and PowerPoint productivity.
Alvin
Corporate Strategy Lead
For recurring board updates, I can clean the model, create the chart, and polish the slide in one workflow.
Ruben
Finance Director
It is the first slide AI tool that also helps with the last mile of deck production.
Jen
Independent Consultant
Deckary feels like AI built for PowerPoint, not another presentation app I have to export from.
James
Senior Consultant
I can go from Excel analysis to a client-ready chart slide without rebuilding everything by hand.
Edwin
FP&A Manager
Deckary gives me the AI speed I want, with the native PowerPoint output my clients expect.
Carla
Management Consultant
Deckary replaced three separate tools for me: AI slides, charts, and PowerPoint productivity.
Alvin
Corporate Strategy Lead
For recurring board updates, I can clean the model, create the chart, and polish the slide in one workflow.
Ruben
Finance Director
It is the first slide AI tool that also helps with the last mile of deck production.
Jen
Independent Consultant
Deckary feels like AI built for PowerPoint, not another presentation app I have to export from.
James
Senior Consultant
I can go from Excel analysis to a client-ready chart slide without rebuilding everything by hand.
Edwin
FP&A Manager
Deckary gives me the AI speed I want, with the native PowerPoint output my clients expect.
Carla
Management Consultant
Deckary replaced three separate tools for me: AI slides, charts, and PowerPoint productivity.
Alvin
Corporate Strategy Lead
For recurring board updates, I can clean the model, create the chart, and polish the slide in one workflow.
Ruben
Finance Director
It is the first slide AI tool that also helps with the last mile of deck production.
Jen
Independent Consultant
Deckary feels like AI built for PowerPoint, not another presentation app I have to export from.
James
Senior Consultant
I can go from Excel analysis to a client-ready chart slide without rebuilding everything by hand.
Edwin
FP&A Manager
Deckary gives me the AI speed I want, with the native PowerPoint output my clients expect.
Carla
Management Consultant
Deckary replaced three separate tools for me: AI slides, charts, and PowerPoint productivity.
Alvin
Corporate Strategy Lead
For recurring board updates, I can clean the model, create the chart, and polish the slide in one workflow.
Ruben
Finance Director
It is the first slide AI tool that also helps with the last mile of deck production.
Jen
Independent Consultant
Already using Deckary for PowerPoint?
The same workspace handles your slides — AI editing, brand control, charts, icons, and shortcuts.
Deckary for PowerPoint
Create and edit slides with AI. Describe your topic, attach data, and get polished slides — automatically using your brand fonts, colors, and layout.
Deckary for Excel & Word
Build and edit financial models with AI directly inside Excel. Generate formulas, analyze ranges, and audit workbook logic.
Consulting Charts
Create customizable waterfall, bar, and Mekko charts. Add growth arrows, delta indicators, reference lines, and more.
Timelines
Turn project data into editable Gantt charts and timelines. Customize time scales, milestones, colors, and sizing.
Icons & Images
2,000+ icons auto-suggested by AI based on your slide content. Country flags and AI-generated images included.
Shortcuts
Align, distribute, swap, and resize — keyboard shortcuts used by top consulting firms.
Ready to put an agent on your next workbook?
Install the Office add-in, open your workbook, and start with a bounded task. 14-day free trial. No credit card required.
Frequently Asked Questions
Everything you need to know about the AI Excel Agent