Claude for Excel review

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.

Who it is for

analysts who build and audit financial models

Price

Included with Claude Pro at $17 a month billed annually or $20 monthly.

$17 Per month with annual subscription discount ( $200 billed up front). $20 if billed monthly.
Quoted from the vendor pricing page on November 13, 2026.

Key features

• Answers include cell-level citations you can click to jump to the cell
• Adjusts assumptions while keeping formula relationships intact
• Finds errors and their root causes
• Builds new models or fills existing templates across multi-tab workbooks
• Part of Claude for Microsoft 365 with PowerPoint, Word and Outlook

Strengths and weaknesses

• Strength: Cell-level citations make each answer checkable
• Strength: Works in Excel on Windows, Mac and the web
• Strength: Admins can deploy it through the Microsoft 365 Admin Center
• Weakness: Needs a paid Pro, Max, Team or Enterprise plan; the free Claude plan does not include it
• Weakness: Not supported on Excel 2016, 2019, iPad or Android
• Weakness: Anthropic warns of prompt injection risk from untrusted spreadsheets

Key facts

• 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

Where it ranks

Claude for Excel is No. 3 in our Best AI Tools for Excel verdict.