9 Best AI Tools for Excel of 2026
By the Comredix review desk · Updated November 13, 2026 · Next review December 28, 2026 · 9 products compared
The short version
Microsoft Copilot in Excel ranks first because it is part of Excel itself, with edit, plan and chat modes on Windows, Mac and the web, and comes with Microsoft 365 Personal at $9.99 a month. ChatGPT for Excel is the easiest free start because the add-in works on the Free plan. Claude for Excel is the pick for model audits with cell-level citations from $17 a month billed annually. GPTExcel is the cheapest paid tool at $9 a month, Julius AI suits chart and report work at $20 a month, and Better Analyst builds downloadable Excel dashboards. Shortcut targets finance teams, Gemini in Sheets fits Google Workspace, and Numerous.ai handles bulk text with an =AI cell function.
Short answer
Microsoft Copilot in Excel is the best AI tool for Excel for most people in 2026: it edits workbooks directly on Windows, Mac and the web and comes with Microsoft 365 Personal at $9.99 a month, as of November 2026. ChatGPT for Excel suits people who want a free start, since the add-in works on ChatGPT's Free plan with limited usage, and Claude for Excel suits financial modelers who need cell-level citations, from $17 a month billed annually. GPTExcel is the cheapest paid option at $9 a month.
This list is for people who work in Excel and want AI to write formulas, analyze data, build charts or edit models. It covers three kinds of tools: assistants that run inside Excel (Microsoft Copilot, ChatGPT for Excel, Claude for Excel, Shortcut, Numerous.ai), web apps that analyze uploaded spreadsheets (GPTExcel, Julius AI, Better Analyst) and Gemini in Sheets for teams on Google Workspace. We compared documented features and published prices on each vendor's own site. Overall scores weigh Quality 40%, Experience 25% and Value 35%. Sheet+ was considered but its domain now shows a for-sale page, so it is not listed.
The ranking at a glance
- 1Microsoft Copilot in ExcelExcel users who already pay for Microsoft 3659.2
- 2ChatGPT for Excelpeople who want to try an Excel AI add-in for free9.0
- 3Claude for Excelanalysts who build and audit financial models8.9
- 4GPTExcelbudget buyers who mainly need formulas and quick file analysis8.4
- 5Julius AIanalysts who want charts and reports from spreadsheet data8.3
- 6Better Analyst (formerly Formula Bot)people who want Excel dashboards built from uploaded files8.2
- 7Gemini in Sheetsteams that share spreadsheets in Google Workspace8.2
- 8Shortcutfinance professionals who build complex models8.0
- 9Numerous.aimarketers who process text in bulk inside cells7.8
How we make the call
Every entry gets a 0 to 10 rating on the three criteria below, and the order follows the weighted total. The ratings rest on the documented features and published prices on each maker's own pages, never hands-on testing.
- 40%Quality
- 25%Experience
- 35%Value
No. 1, top ranked
Microsoft Copilot in ExcelMicrosoft's AI assistant built into Excel, included with Microsoft 365 Personal, Family and Premium and with Microsoft 365 Copilot business licenses.
9.2of 10Best for Excel users who already pay for Microsoft 365
- Quality
- 9.4
- Experience
- 9.2
- Value
- 9.0
Price
Included with Microsoft 365 Personal at $9.99 a month or $99.99 a year
Quoted from the Microsoft Copilot in Excel pricing page on November 13, 2026:
Microsoft 365 Personal $9.99/month $99.99/year
Copilot in Excel is the only tool on this list that ships inside Excel itself, so there is nothing to install. Microsoft's support page lists three modes: edit, which changes the workbook directly, plan, which proposes steps for you to confirm, and chat, which answers questions without touching cells. Copilot works with tables, charts, PivotTables and formulas across multiple sheets, can search the web with citations, and can pull data from other workbooks on OneDrive, SharePoint or your computer. Custom skills, including ones you record by demonstrating a task, cover repeat jobs. Microsoft 365 Personal costs $9.99 a month or $99.99 a year and adds the desktop Office apps and 1 TB of storage. The gaps are on mobile: edit mode is still rolling out on iPad and iPhone, and Android gets chat mode only. In the Family plan, Copilot is for the subscription owner only. We compared documented features and published prices.
What it does well
- +Runs natively in Excel on Windows, Mac, the web, iPad, iPhone and Android
- +Microsoft 365 Personal at $9.99 a month also includes the Excel desktop app and 1 TB of storage
- +Edit mode makes changes you can watch live and stop at any time
Where it falls short
- −Edit mode is still rolling out on iPad and iPhone; Android has chat mode only
- −Needs an eligible Microsoft 365 or Copilot license
- −In Microsoft 365 Family, AI is for the subscription owner only
- Paid from
- Microsoft 365 Personal, $9.99 a month
- Modes
- Edit, plan and chat
- Platforms
- Windows, Mac, web, iPad, iPhone, Android
- Free plan
- No
Visit microsoft.com|Read the full Microsoft Copilot in Excel profile
No. 2
ChatGPT for ExcelOpenAI's ChatGPT in a sidebar add-in for Excel, with a separate version for Google Sheets.
9.0of 10Best for people who want to try an Excel AI add-in for free
- Quality
- 9.0
- Experience
- 9.0
- Value
- 9.0
Price
Free plan with limited usage; See vendor pricing (USD check pending)
No US price was listed when we checked. See the ChatGPT for Excel pricing page.
ChatGPT for Excel is an add-in that opens ChatGPT in a sidebar next to your workbook, and OpenAI's help center says it can build, update and explain large multi-tab files with formulas, references and assumptions. You install it from the Microsoft Marketplace in Excel desktop or web and sign in with your ChatGPT account. It is available to Free, Go, Plus and Pro users as well as business plans, which makes it the easiest way to try an Excel AI add-in at no cost, though Free and Go get limited usage and Plus and Pro draw from an agentic usage limit. You can @ mention sheets, ask for a plan before big edits, and use Skills and apps. A version for Google Sheets works the same way. OpenAI lists limits: spreadsheet chats do not sync with your main history or memory, and VBA and macros may not be fully supported. We compared documented features and published prices.
What it does well
- +Available on Free, Go, Plus and Pro plans, so you can start without paying
- +Also works in Google Sheets with the same account
- +Codex in the ChatGPT desktop app can work with an open Excel workbook
Where it falls short
- −Free and Go include limited usage only
- −Spreadsheet chats do not sync with your main ChatGPT history or memory
- −OpenAI says VBA and macros may not be fully supported
- Free plan
- Yes, limited usage
- Works in
- Excel and Google Sheets
- Install
- Microsoft Marketplace add-in
- Price check
- USD pending
No. 3
Claude for ExcelAnthropic's Excel add-in that reads, explains and edits workbooks with cell-level citations.
8.9of 10Best for analysts who build and audit financial models
- Quality
- 9.3
- Experience
- 8.8
- Value
- 8.6
Price
Included with Claude Pro at $17 a month billed annually or $20 monthly
Quoted from the Claude for Excel pricing page on November 13, 2026:
$17 Per month with annual subscription discount ( $200 billed up front). $20 if billed monthly.
Claude for Excel is an add-in from Anthropic, installed from Microsoft AppSource, and its help center describes it as built for model work: ask questions about an open workbook, adjust assumptions while keeping formula relationships intact, debug errors back to their root cause, and build or populate models across tabs. Every answer comes with cell-level citations you can click to jump to the referenced cell, which is useful when you need to check how a number was derived. It runs in Excel on Windows with Microsoft 365, on Mac and on the web, and it is part of Claude for Microsoft 365 alongside PowerPoint, Word and Outlook. The add-in requires Pro, Max, Team or Enterprise; Pro costs $17 a month billed annually or $20 monthly. Excel 2016 and 2019, iPad and Android are not supported, and Anthropic warns users to open only trusted spreadsheets because files can carry hidden instructions. We compared documented features and published prices.
What it does well
- +Cell-level citations make each answer checkable
- +Works in Excel on Windows, Mac and the web
- +Admins can deploy it through the Microsoft 365 Admin Center
Where it falls short
- −Needs a paid Pro, Max, Team or Enterprise plan; the free Claude plan does not include it
- −Not supported on Excel 2016, 2019, iPad or Android
- −Anthropic warns of prompt injection risk from untrusted spreadsheets
- Paid from
- Claude Pro, $17 a month billed annually
- Plans
- Pro, Max, Team, Enterprise
- Platforms
- Excel on Windows, Mac and the web
- Free plan
- Claude has one, but the add-in needs a paid plan
No. 4
GPTExcelA web-based Excel AI assistant for chatting with Excel and CSV files and generating formulas, scripts and pivot tables.
8.4of 10Best for budget buyers who mainly need formulas and quick file analysis
- Quality
- 7.8
- Experience
- 8.6
- Value
- 9.0
Price
Free plan with 50 credits a month; Pro from $9 a month
Quoted from the GPTExcel pricing page on November 13, 2026:
Pro Essential AI tools for Excel enhancement and data analysis. $9 /mo
GPTExcel is a web app rather than an add-in: you upload an Excel or CSV file, ask in plain English, and get formulas, pivot tables, charts, slide decks and summaries back. Its pricing page lists a Pivot Builder and a Slide Deck Builder agent plus generators for formulas, scripts, SQL, regex and templates on every plan. The free plan gives 50 credits a month and 5 free tool runs a day with files up to 5 MB. Pro costs $9 a month, the lowest verified paid price here, for about 3,000 credits a month and files up to 50 MB, 20 per chat. Pro Plus at $18 a month adds Expert models and 100 MB files. The tradeoffs: you move files to the browser instead of working in the open workbook, paid credits refresh weekly and do not roll over, and heavy use is paced over 5-hour windows. We compared documented features and published prices.
What it does well
- +Lowest verified paid price on this list: $9 a month
- +Free plan includes 50 credits a month and 5 free tool runs a day
- +Generators cover formulas, VBA and scripts, SQL and regex
Where it falls short
- −Works on uploaded files in the browser rather than inside Excel
- −Free plan caps files at 5 MB
- −Weekly credits on paid plans do not roll over
- Free plan
- Yes, 50 credits a month
- Paid from
- Pro, $9 a month
- Max file size
- 5 MB free, 50 MB Pro, 100 MB Pro Plus
- Files per chat
- 10 free, 20 Pro, 30 Pro Plus
No. 5
Julius AIAn AI data analysis workspace that analyzes spreadsheets and data files and turns them into charts, reports and presentations.
8.3of 10Best for analysts who want charts and reports from spreadsheet data
- Quality
- 8.6
- Experience
- 8.4
- Value
- 7.8
Price
Free plan; Plus listed at $20 a month
Quoted from the Julius AI pricing page on November 13, 2026:
Plus For everyday analysis, research, and creative projects $20 USD / month
Julius AI is a data analysis workspace: you bring spreadsheets or data files and ask questions, and it runs the analysis, draws charts and turns results into reports, dashboards or presentations. Its pricing page lists Google Drive, OneDrive and SharePoint connectors on every plan, which matters for Excel users because that is where most workbooks live. Plus is listed at $20 a month with 2,000 credits, 100 daily refresh credits, 16 GB of RAM and access to frontier models such as GPT-6.1 Sol and Claude Opus 5.5. Pro at $45 a month raises that to 5,000 credits and 32 GB of RAM. Business at $450 a month adds Postgres, BigQuery and Snowflake and up to 50 members. Julius is SOC 2 Type II certified. It does not run inside Excel, and files are kept for 7 days on paid plans below Enterprise, so it suits analysis jobs more than editing a live workbook. We compared documented features and published prices.
What it does well
- +OneDrive and SharePoint connectors reach Excel files where they are stored
- +Plus includes frontier models such as GPT-6.1 Sol and Claude Opus 5.5
- +SOC 2 Type II certified
Where it falls short
- −Separate web workspace, not an Excel add-in
- −Files are stored for 7 days on Plus, Pro and Business
- −Business plan jumps to $450 a month
- Free plan
- Yes, with daily credits
- Paid from
- Plus, $20 a month
- Connectors
- Google Drive, OneDrive, SharePoint
- Compliance
- SOC 2 Type II
No. 6
Better Analyst (formerly Formula Bot)Formula Bot, now renamed Better Analyst, analyzes uploaded spreadsheets and builds charts, Excel dashboards and new sheets.
8.2of 10Best for people who want Excel dashboards built from uploaded files
- Quality
- 8.6
- Experience
- 8.2
- Value
- 7.6
Price
Free plan with 10 messages a month; Pro $30 a month billed monthly
Quoted from the Better Analyst (formerly Formula Bot) pricing page on November 13, 2026:
Pro Most popular $30 /mo Billed monthly. Cancel anytime.
Formula Bot, whose old excelformulabot.com address now redirects to betteranalyst.com, is now called Better Analyst; the company says accounts and workflows carried over. You upload an .xlsx, .xls or .csv file, ask a question in plain English, and it returns analysis, charts, Excel dashboards you can download and new or cleaned spreadsheets, and it still writes formulas. The free plan includes 10 chat messages and 100 AI credits a month with one connected data source. Pro costs $30 a month billed monthly, with annual billing saving up to 33%, and adds unlimited chat, unlimited data sources such as Google Sheets, BigQuery, Snowflake and Power BI, 3,000 AI credits for bulk jobs and daily-refreshed dashboards. Team covers 5 people for $149 a month with free viewers. It is a web tool rather than an Excel add-in, and bulk tasks such as PDF to Excel use 10 credits per page. We compared documented features and published prices.
What it does well
- +Pro chat never uses AI credits
- +Dashboards refresh daily on every paid plan
- +Team plan covers 5 people for $149 a month with free viewers
Where it falls short
- −Free plan is limited to 10 chat messages a month
- −Web app, not an add-in inside Excel
- −Bulk work such as PDF pages uses credits: 10 per page
- Free plan
- Yes, 10 messages and 100 AI credits a month
- Paid from
- Pro, $30 a month billed monthly
- Team
- $149 a month for 5 people
- File types
- .xlsx, .xls, .csv
Visit formulabot.com|Read the full Better Analyst (formerly Formula Bot) profile
No. 7
Gemini in SheetsGoogle's Gemini assistant in a side panel in Google Sheets, which can open Excel files saved as Google Sheets.
8.2of 10Best for teams that share spreadsheets in Google Workspace
- Quality
- 8.2
- Experience
- 8.6
- Value
- 8.0
Price
Requires an eligible Google Workspace or Google AI plan; See vendor pricing (USD check pending)
No US price was listed when we checked. See the Gemini in Sheets pricing page.
Gemini in Sheets is not an Excel add-in, but it belongs on this list for teams that keep spreadsheets in Google Workspace. Google's help center says you open an Excel file, choose File, Save as Google Sheets, then click Ask Gemini at the top right to open a side panel with suggested prompts or your own. Gemini can work across several tabs in one prompt, you can limit it to chosen tabs from a dropdown, and actions it takes can be undone. Google says the feature needs an eligible Google Workspace or Google AI plan, and the Workspace comparison table shows that some plans do not include it, so check the tier before you buy. We could not confirm a USD price from our location, so pricing is marked pending. For Excel-first users the extra step is converting each file before Gemini can read it. We compared documented features and published prices.
What it does well
- +Built into Google Sheets, so shared files and comments stay in one place
- +Focus prompts on specific tabs from a dropdown
- +Google Workspace pricing includes a 14-day trial
Where it falls short
- −Excel files must be saved as Google Sheets first
- −Not every Workspace plan includes Gemini in Sheets
- −USD price could not be confirmed from our location
- Works in
- Google Sheets
- Excel files
- Save as Google Sheets first
- Access
- Eligible Google Workspace or Google AI plan
- Price check
- USD pending
Visit workspace.google.com|Read the full Gemini in Sheets profile
No. 8
ShortcutAn AI spreadsheet agent for finance work, available on the web, a desktop app and as Excel and Google Sheets plugins.
8.0of 10Best for finance professionals who build complex models
- Quality
- 9.0
- Experience
- 8.0
- Value
- 6.8
Price
Free plan with 20 weekly credits; Pro $100 a month billed annually
Quoted from the Shortcut pricing page on November 13, 2026:
$ 100 / month Billed annually; credits refresh monthly.
Shortcut is an AI spreadsheet agent aimed at finance teams, and its pricing page lists an Excel plugin, a Google Sheets plugin, a web app and a Windows desktop app on every plan, including Free. The free tier gives 20 credits a week, which is enough to test it on a real model. Pro costs $100 a month billed annually and adds 1,000 monthly credits, unlimited file creation and edits and Platform API access. Teams costs $320 a month plus $100 per seat with pooled credits, a shared workspace, usage analytics and centralized billing. Shortcut lists SOC 2 Type II, GDPR and CCPA compliance, and Enterprise adds SSO, custom permissions and bring-your-own-key. Credits are the catch: Shortcut says a message typically uses 2 to 15 credits depending on complexity, so heavy users can burn through 1,000 credits quickly. It is the priciest individual plan on this list. We compared documented features and published prices.
What it does well
- +Free plan includes 20 weekly credits and the Excel plugin
- +Works in both Excel and Google Sheets
- +Teams get centralized billing and seat management
Where it falls short
- −Most expensive individual plan here at $100 a month billed annually
- −Messages typically use 2 to 15 credits each
- −Enterprise features such as SSO need a custom contract
- Free plan
- Yes, 20 weekly credits
- Paid from
- Pro, $100 a month billed annually
- Credits per message
- Typically 2 to 15
- Compliance
- SOC 2 Type II
No. 9
Numerous.aiAn add-on that brings ChatGPT into Google Sheets and Excel cells through an =AI function.
7.8of 10Best for marketers who process text in bulk inside cells
- Quality
- 7.6
- Experience
- 8.4
- Value
- 7.6
Price
7-day trial for $1; See vendor pricing (USD check pending)
No US price was listed when we checked. See the Numerous.ai pricing page.
Numerous.ai takes a different approach from the chat assistants above: it adds an =AI function you type into any cell in Google Sheets or Excel, so a prompt can run down a whole column. The vendor positions it for bulk text work such as writing ad copy and SEO keywords, summarizing survey answers, classifying content into categories and cleaning messy input. It needs no API keys, and Numerous.ai says it caches results to avoid duplicate queries. The pricing page lists 1 million characters of ChatGPT inputs and outputs per person, priority email support and video onboarding on request, with a 7-day trial for $1 and savings of 57% on yearly billing. Remaining tokens are kept if you cancel. We could not read the plan price as text from our location, so pricing is marked pending. It is not the tool for building financial models or charts. We compared documented features and published prices.
What it does well
- +One =AI formula can be filled down a column like any other formula
- +Team plans let everyone use the same plan
- +Remaining tokens are kept after you cancel
Where it falls short
- −No permanent free plan; the trial costs $1 for 7 days
- −Built for text tasks such as summarizing and classifying, not model building
- −Plan prices did not load as text from our location
- Trial
- 7 days for $1
- Works in
- Google Sheets and Excel
- Function
- =AI
- Price check
- USD pending
Before you pick a product or a plan
Decide between in-Excel and upload tools
Copilot, ChatGPT for Excel, Claude for Excel, Shortcut and Numerous.ai work inside the open workbook. GPTExcel, Julius AI and Better Analyst work on files you upload, which suits one-off analysis but means moving files to the browser.
Check whether you already pay for it
Copilot in Excel comes with Microsoft 365 Personal, Family and Premium. ChatGPT for Excel works on ChatGPT's Free, Go, Plus and Pro plans, and Claude for Excel on Claude Pro, Max, Team and Enterprise. An existing subscription may already cover what you need.
Match the tool to the job
For formulas and quick summaries, GPTExcel's generators cost $9 a month. For financial models, Claude for Excel and Shortcut focus on editing multi-tab workbooks. For bulk text in cells, Numerous.ai uses an =AI function.
Read the credit rules
Several tools meter usage in credits. Shortcut says a message typically uses 2 to 15 credits, GPTExcel's weekly credits do not roll over, and Better Analyst charges 10 credits per PDF page while chat on Pro uses none.
Use trusted files and review changes
Anthropic warns that spreadsheets from outside sources can contain hidden instructions, and OpenAI advises duplicating important files before edits. Review changed cells and formulas before sharing any AI-edited workbook.
Questions readers ask
- What is the best AI tool for Excel?
- Microsoft Copilot in Excel is the best AI tool for Excel for most people in 2026. It runs inside Excel on Windows, Mac and the web with edit, plan and chat modes, and comes with Microsoft 365 Personal at $9.99 a month.
- Is there a free AI for Excel?
- Yes, ChatGPT for Excel works on ChatGPT's Free plan with limited usage, according to OpenAI's help center. GPTExcel also has a free plan with 50 credits a month, and Shortcut's free tier includes 20 weekly credits and its Excel plugin.
- Is Copilot in Excel free?
- No, Copilot in Excel needs an eligible license such as Microsoft 365 Personal, Family or Premium, or a Microsoft 365 Copilot business license. Microsoft 365 Personal costs $9.99 a month or $99.99 a year in the US.
- Can ChatGPT work directly in Excel?
- Yes, ChatGPT for Excel is an add-in from the Microsoft Marketplace that opens ChatGPT in a sidebar in Excel desktop and web. OpenAI says it can build, update and explain multi-tab workbooks, though VBA and macros may not be fully supported.
- Which AI is best for Excel financial models?
- Claude for Excel is the best pick for financial models because its answers include cell-level citations and it adjusts assumptions while keeping formulas intact. It needs a paid Claude plan, from $17 a month billed annually. Shortcut is a finance-focused alternative at $100 a month billed annually.
- What happened to Formula Bot and Excelformulabot?
- Formula Bot is now called Better Analyst, and excelformulabot.com redirects to betteranalyst.com. The company says accounts and workflows carried over. Pro costs $30 a month billed monthly, and the free plan includes 10 chat messages a month.
- What is the cheapest AI tool for Excel?
- GPTExcel is the cheapest paid AI tool for Excel on this list at $9 a month for Pro. It adds about 3,000 credits a month and files up to 50 MB, and its free plan covers 50 credits a month.
Spotted an error or a price change? Write to editorial@comredix.com
How we work is in our editorial policy. Makers change prices, plans and terms often, so check the price on their site before you buy or upgrade.