Agentic AI for Excel

An agent for Excel. Not another formula bot.

Deckary plans the work, executes across multiple steps, and verifies its output — building models, auditing workbooks, and cleaning data inside Excel.

7-day free trial • No credit card required

Our users work at companies like

Deckary helps consulting & industry firms to build better presentations

AirbusWarner Bros. DiscoveryUFCApolloS&P GlobalEYGELongchamp
AirbusWarner Bros. DiscoveryUFCApolloS&P GlobalEYGELongchamp
AirbusWarner Bros. DiscoveryUFCApolloS&P GlobalEYGELongchamp
AirbusWarner Bros. DiscoveryUFCApolloS&P GlobalEYGELongchamp
Inside the loop

Read. Plan. Execute. Verify.

The agent doesn't guess at a single answer. It loops through real workbook tools — inspecting ranges, writing formulas, formatting cells, and verifying its own output — until the task is actually done.

Read

Inspects active selection, surrounding sheet, and related tabs

Plan

Breaks the task into ordered steps before writing anything

Execute

Writes formulas, formats cells, builds output tabs across sheets

Verify

Reads back its own output, fixes any errors, reports what changed

FileHomeInsertFormulasDeckary
Agent run
1 of 4
ReadRunning
read_range Sheet1!A1:G42
Plan
plan scaffold → write formulas → format → verify
Execute
write_formula C3..C26 =B3*(1+$D$2)
Verify
verify totals reconcile · 0 #REF! · 0 #DIV/0!

What “agentic” actually means in Excel

Most AI Excel tools are single-prompt: you ask, they answer once, and stop. Agentic means the AI keeps working until the task is actually done.

Reads first, writes second

The agent reads your active selection, the surrounding sheet, and any related tabs before making a change. It builds context the way an analyst would.

Plans the work as steps

Instead of jumping to a single answer, the agent breaks the request into steps — inspect, scaffold, write formulas, format, verify — and executes each in order.

Verifies its own output

After writing, the agent reads back what it produced. If a formula errored or the math doesn't reconcile, it fixes it and tells you what changed.

Asks before overwriting

Destructive edits pause for confirmation by default. You see what's currently in the conflicting cells before anything is replaced.

Four workflows the agent owns

Built for the analytical work consultants and finance teams ship — not casual spreadsheet questions.

Build a financial model from a prompt

Tell the agent what you need — three-statement, DCF, ROI, sensitivity, unit economics. It scaffolds assumption cells, schedules, and formulas. Everything is linked, so changing a rate updates the whole model.

Audit a workbook someone else built

One of the highest-leverage workflows for boutique consultants and finance reviewers. The agent reads through the model, flags broken formulas, surfaces hardcoded numbers buried in formulas, and reports where the math doesn't reconcile.

Clean a messy data export

Standardize formats, deduplicate, normalize dates and currencies, reconcile two sheets, fix inconsistent headers — the kind of cleanup that usually eats the first hour of any analysis.

Generate an analysis output sheet

Variance analysis, cohort breakdowns, scenario comparisons, KPI summaries — produced as a structured sheet that references your raw data with formulas, not pasted values.

Agentic vs. single-prompt Excel AI

Copilot for Excel, Numerous.ai, and Formula Bot are great at one thing: answering once. Agentic is a different category.

FeatureDeckary AgentCopilot for ExcelNumerous.ai (=AI cell)Formula Bot
How it works
Multi-step task planning
Reads workbook before writingLimited
Verifies its own output
Edits across multiple sheetsLimited
Generates entire output tabsLimited
Audits existing models
Asks before destructive edits

You stay in control of every change

The agent doesn't silently rewrite your workbook. Read-only inspection never modifies the file. Destructive edits — anything that would replace existing values — pause for confirmation by default.

You see what's currently in the conflicting cells, decide if you want to proceed, and the agent moves on. Trust a workbook? Grant a session-wide allow and let the agent move at full speed.

Overwrite protection on by default

No silent replacements. Every destructive edit is surfaced first.

Verifiable output

The agent reports what it changed and reads back to confirm formulas resolved.

Formulas, not values

Derived numbers are written as formulas with assumption cells — your model stays auditable.

Try the agent on your next model

Install Deckary in 60 seconds. Open any workbook, describe what you need, and watch the agent build it.

Native Excel

Native .xlsx that opens anywhere

Every workbook the agent touches stays a standard Excel file. Send it to a colleague who doesn't have Deckary installed — formulas, formatting, and references all behave the way Excel expects.

Formulas, not pasted values. Outputs reference your raw data — change a source, the model recalculates.

No proprietary lock-in. Standard .xlsx — open in Excel for Mac, Windows, or the web.

Audit trail intact. Trace, evaluate formula, and the formula bar all work as usual.

FileHomeInsertFormulasDataReviewView
D14fx=Assumptions!$B$3*(1+Assumptions!$B$4)
BCDE
12Revenue$12.4M$15.8M$20.5M
13COGS$4.3M$5.2M$6.8M
14Gross profit$8.1M$10.6M$13.7M
15Margin %65%67%67%
.xlsxOpens in stock Excel — no add-in required

What our users are saying

Consultants, corporate strategy & founders all love Deckary.

The AI slide builder turned my bullet points into a polished deck in seconds. Game changer.

James

James

Senior Consultant

I described our market analysis and got a perfect waterfall chart with insights. Incredible.

Edwin

Edwin

Strategy Analyst

Mekko charts that used to take 30 minutes now take 30 seconds. Finally works on Mac too.

Carla

Carla

Management Consultant

Pasted a CSV and it auto-generated the chart with the right formatting. Pure magic.

Alvin

Alvin

Principal Consultant

The AI understands consulting slide structure—action titles, bullets, everything.

Ruben

Ruben

Senior Associate

Built an entire executive summary deck from my notes in under 5 minutes.

Jen

Jen

Associate Partner

The AI slide builder turned my bullet points into a polished deck in seconds. Game changer.

James

James

Senior Consultant

I described our market analysis and got a perfect waterfall chart with insights. Incredible.

Edwin

Edwin

Strategy Analyst

Mekko charts that used to take 30 minutes now take 30 seconds. Finally works on Mac too.

Carla

Carla

Management Consultant

Pasted a CSV and it auto-generated the chart with the right formatting. Pure magic.

Alvin

Alvin

Principal Consultant

The AI understands consulting slide structure—action titles, bullets, everything.

Ruben

Ruben

Senior Associate

Built an entire executive summary deck from my notes in under 5 minutes.

Jen

Jen

Associate Partner

The AI slide builder turned my bullet points into a polished deck in seconds. Game changer.

James

James

Senior Consultant

I described our market analysis and got a perfect waterfall chart with insights. Incredible.

Edwin

Edwin

Strategy Analyst

Mekko charts that used to take 30 minutes now take 30 seconds. Finally works on Mac too.

Carla

Carla

Management Consultant

Pasted a CSV and it auto-generated the chart with the right formatting. Pure magic.

Alvin

Alvin

Principal Consultant

The AI understands consulting slide structure—action titles, bullets, everything.

Ruben

Ruben

Senior Associate

Built an entire executive summary deck from my notes in under 5 minutes.

Jen

Jen

Associate Partner

The AI slide builder turned my bullet points into a polished deck in seconds. Game changer.

James

James

Senior Consultant

I described our market analysis and got a perfect waterfall chart with insights. Incredible.

Edwin

Edwin

Strategy Analyst

Mekko charts that used to take 30 minutes now take 30 seconds. Finally works on Mac too.

Carla

Carla

Management Consultant

Pasted a CSV and it auto-generated the chart with the right formatting. Pure magic.

Alvin

Alvin

Principal Consultant

The AI understands consulting slide structure—action titles, bullets, everything.

Ruben

Ruben

Senior Associate

Built an entire executive summary deck from my notes in under 5 minutes.

Jen

Jen

Associate Partner

One workspace for slides and models

The same Deckary subscription that runs the Excel agent ships AI slide editing, brand control, and consulting-grade charts for PowerPoint.

AI Slide Agent

AI Slide Agent

Create and edit slides with AI. Describe your topic, attach data, and get polished slides — automatically using your brand fonts, colors, and layout.

Brand Control

Brand Control

Every slide AI creates follows your brand guidelines. Run consistency checks across your deck and save approved slides to a shared library.

Charts & Timelines

Charts & Timelines

AI generates waterfall, Mekko, Gantt, and bar charts — linked to Excel and styled to your brand.

Icons & Images

Icons & Images

2,000+ icons auto-suggested by AI based on your slide content. Country flags and AI-generated images included.

Shortcuts

Shortcuts

Align, distribute, swap, and resize — keyboard shortcuts used by top consulting firms.

Hand the agent your hardest workbook

The model nobody wants to inherit. The export that needs cleaning. The output sheet you keep rebuilding from scratch. Try the agent on it free for 7 days.

Deckary AI Excel agent

Frequently Asked Questions

How the AI Excel Agent works

Agentic AI Excel Agent: Build & Audit Workbooks | Deckary