Brochures and guides

Short documents you can read, download and pass on to colleagues. No sign-up needed.

Use case examples

5 short examples of what a connected Excel model can do, each with a two-minute video and a PDF.

Everyday financial advice for accounting clients: Let accounting and advisory clients ask their own financial model questions through Claude, every day, without touching the spreadsheet.
Project cost control for project managers: Give project managers safe, AI-powered access to the estimators' costing models so they can test cost, schedule and profitability changes themselves.
Turn Excel expertise into subscription revenue: Sell access to your proprietary Excel model as a subscription web app, without handing over the workbook or rebuilding its calculations.
Month-end journals in under 5 minutes: Automate a 3-day month-end cost allocation process end to end with Make, Zapier or Power Automate, keeping the Excel workbook that does the calculations.
Secure access to property development models: Let executives, project managers, banks and investors query complex development models through Claude while the modelling team keeps control.