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Microsoft Excel for Claude, ChatGPT and Copilot

Finance, sales and project teams can ask Claude, ChatGPT or Copilot about Excel workbooks stored in OneDrive and SharePoint: cost centers over forecast, accruals with no support, reps below quota and risks with no owner. People reach workbooks they can already open, and added rows or changed cells are shown before saving. The guided pilot starts with the workbooks your FP&A team names.

Start a pilot What it can do
Status
Available
Setup
Guided pilot with your team
AI assistants
Claude, ChatGPT, Copilot Studio
Access
By role, view only or with approvals

Ask in a sentence

What can your team ask Microsoft Excel?

Questions from FP&A analyst, controller, sales manager and others, answered from live Microsoft Excel data and only for the people allowed to see them.

Records it works with

  • Workbooks
  • Worksheets
  • Tables
  • Named ranges
  • PivotTables
  • Comments
  • FP&A analyst

    “In the Q4 Forecast workbook, which cost centers are more than 5% over forecast?”

  • Controller

    “Which lines in the Month-End Accruals table have no supporting reference?”

  • Sales manager

    “From the Territory Quotas workbook, who is below 70% of quota with three weeks left?”

  • Operations analyst

    “Summarize the PivotTable on the Returns sheet by product line.”

  • Project manager

    “Which rows in the RAID Log table are risks with no mitigation owner?”

  • Procurement analyst

    “Compare unit prices for the top 20 parts across the two supplier quote workbooks.”

Changes, governed

What the assistant can prepare in Microsoft Excel

The assistant never saves on its own. It prepares the change, the person checks the preview and confirms, and anything above your limits waits for an approver.

  1. 1 Prepare The assistant drafts the change from the request.
  2. 2 Preview and confirm The person sees exactly what will change.
  3. 3 Approve Above your limits, a second person decides.
  4. 4 Saved and logged Written to Microsoft Excel under a named person.

  • Add rows to an Excel table, such as new accruals

    The person confirms the rows; any line above $10,000 needs the controller to approve.

  • Update input cells in a forecast model

    Changes to a workbook marked final need the FP&A lead to approve.

  • Add a comment on a cell for the workbook owner

    The person checks the comment wording before it is added.

Example rules. During the pilot you set the limits, the approvers and which roles may prepare each change.

Why it needs care

Governance built for Microsoft Excel

Forecasts, quotas and reconciliations in Excel feed board reports, and one changed input can move every total. Accrual lines above $10,000 need the controller. Workbooks marked final need the FP&A lead before any input changes, and formulas are never rewritten. Reviewers can see who read or edited which sheet.

Security and data handling

  • Sign-in by work email

    Only people you invite, with a one-time code. No shared logins.

  • Roles per tool

    Each role reaches only the Microsoft Excel records it needs.

  • View only, if you prefer

    Admins can keep a connection to lookups with one switch.

  • A preview first

    Every change is shown in full before anything is saved.

  • Approval rules

    Above your limits, a second person approves the change.

  • One audit log

    Every request tied to a named person, ready for review.

Setup

How Microsoft Excel gets connected

We connect Microsoft Excel for your team in a guided pilot, on the same gateway every app uses. No code on your side.

  1. 01

    Agree the questions

    We list the Microsoft Excel questions and changes your team needs, and who may use each.

  2. 02

    Connect with your admin

    Your Microsoft Excel administrator creates a dedicated integration user with only that access.

  3. 03

    Test with your people

    A small group tries it in Claude, ChatGPT or Copilot while we tune the tools.

  4. 04

    Roll out with rules

    Roles, approval limits and the audit log are in place before everyone joins.

Then people use it from the assistant they already have

Microsoft Excel questions

Does it work with Excel files on my laptop?

It works with workbooks saved in OneDrive or SharePoint, which the connection can reach under your company sign-in. A file kept only on a laptop is out of reach until it is saved to one of those places.

Can the assistant read PivotTables and named ranges?

Yes. It reads the values a PivotTable shows and the cells in named ranges and tables, and it names the sheet and range behind each answer so a reviewer can check the figure.

Will it rewrite formulas in our models?

No. Formulas and model structure stay with the people who own the workbook. The assistant prepares changes to input cells and table rows, each one previewed before it is saved.

Does mcpbizapps keep a copy of our Microsoft Excel data?

No. When someone asks a question, mcpbizapps reads the answer live from Microsoft Excel through a dedicated integration user and returns it without storing it. The audit log records who asked, which tool ran and the result, with personal fields and free text removed.

Microsoft Excel is a trademark of its owner. mcpbizapps is not affiliated with Microsoft; the name describes the connection only.

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Start

Bring Microsoft Excel into your AI assistant

Tell us how your team uses Microsoft Excel, and we will plan a guided pilot around your own questions.

  • We agree the tools and approval rules with you
  • Your admin creates the integration user; no code
  • Business data is read live and not stored

Start a Microsoft Excel pilot

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