Finds the right model
Users do not need to know which workbook contains the calculation they need.
Governed agent capabilities
Give AI agents governed access to your trusted Excel models
AccessEXL turns approved calculations from your Excel workbooks into discoverable capabilities that authorised AI agents can use. The workbook remains protected in SharePoint while the agent interacts only with the inputs, outputs and actions you have chosen to expose.
1User question
2AI agent
3Capability discovery
4Excel calculation
5Explained result
Uses trusted Excel calculations
Results are calculated by the approved workbook rather than generated or approximated by AI.
Exposes only approved capabilities
Agents can use only the inputs, outputs and actions the organisation has chosen to publish.
Keeps the workbook protected
The underlying spreadsheet and formulas remain protected in SharePoint.
What is a capability?
A specific task an approved Excel model can perform
A capability is a specific task an approved Excel model can perform, such as calculating a price, evaluating an investment or forecasting cash flow. It exposes the task and its approved inputs and outputs, not the underlying workbook.
CAPEX Investment Evaluation
- Purpose
- Evaluate a proposed capital investment
- Inputs
- Investment, timing, operating cash flows and discount rate
- Outputs
- NPV, IRR, payback and cash flow
- Calculation engine
- Approved Excel model
- Access
- Finance team
- Workbook access
- Not provided
Two ways to connect an agent
Connect one workbook
Connect an AI tool directly to a specific workbook when you want it to work with that model alone. The connection uses an AccessEXL workbook credential and the schema configured in that workbook.
Discover published capabilities
Give an agent access to the published capabilities shared with its user across the organisation's connected workbooks. The agent can discover and select the appropriate capability without the user first identifying a workbook.
Organisation-wide capability discovery requires a Business account.
From question to trusted result
How agent discovery works
- 1User asks for a business calculation
- 2Agent discovers the approved capability
- 3AccessEXL validates the request and access
- 4Excel performs the calculation
- 5Agent interprets and presents the result
Watch the workflow
See how an AI agent uses an approved Excel capability
Follow the connection from a natural-language question to an AccessEXL capability and a result calculated by the protected workbook.
Real product workflow
Publish once. Ask naturally. Let the agent find the right capability.
These screens show a demonstration workbook being published as a governed capability, connected to Claude and used from a new conversation. No workbook was named in the question, and Claude selected AccessEXL to calculate the answer.
Demonstration workbook and sample data shown. Credentials and user identities are concealed.
Illustrative workflow
Investment proposal assessment
A finance team publishes a governed CAPEX-evaluation capability from its approved Excel model. When an authorised user asks an agent to evaluate an investment proposal, the agent discovers the capability, collects the required assumptions, runs the calculation through AccessEXL and explains the results.
The calculations still come from the organisation's Excel model.
- Collect approved assumptions
- Run the governed capability
- Return NPV, IRR and payback
- Explain the result to the user
Access scopes and governance
Administrators decide who can discover each published capability and can update or revoke access at any time.
Private
Visible only to its owner.
Specifically shared
Visible to named users who have been granted access.
Organisation-wide
Discoverable by members of the organisation.
Available with Business accountsSeparate credentials, separate purposes
A workbook API key allows one approved integration to use one connected workbook. An Agent Access Token allows an individual user's agent to discover capabilities shared with that user. The Microsoft connection allows AccessEXL to interact with authorised workbooks in SharePoint.
AI-native services
Build AI-native services around your Excel expertise
AI-native services are designed with AI as a core part of how the work gets done. AI can gather information, coordinate tasks and prepare results, with people reviewing decisions where needed.
AccessEXL connects these workflows to approved Excel models, so your existing calculations and business rules can become reusable tools within a wider service.
Your models calculate. AI coordinates the workflow.
Your Excel models contain valuable expertise, from pricing rules and forecasting assumptions to feasibility calculations. AccessEXL makes that logic available through controlled inputs and outputs, so authorised AI workflows can use it without giving users direct access to the underlying workbook.
Example service workflow
- 1Gather requirements
AI collects the information needed for the task.
- 2Call an approved model
AccessEXL provides controlled access to the selected Excel model.
- 3Calculate in Excel
The workbook applies its configured formulas and business rules.
- 4Prepare the result
AI uses the returned outputs to draft an explanation or deliverable.
- 5Review and act
A person checks and approves the result where required.
Reliable results depend on validated models, suitable inputs and appropriate review.
Examples of services you could build with AccessEXL and your chosen AI and automation tools.
AI-assisted quoting
Collect customer requirements, run an approved Excel pricing model and prepare a quote for approval.
CFO advisory
Gather assumptions, run cash-flow scenarios and prepare commentary to review with your client.
Project feasibility
Collect project inputs, run an Excel feasibility model and prepare an assessment for a consultant to check.
See it working with your own model
Start with a fixed-fee proof of concept to demonstrate one practical workflow in your environment before deciding on a wider rollout.
Current compatibility
Currently available with Claude.ai. View all current integrations and connection methods.
Read the agent setup guide