FinanceFeatured
Invoice management
Recognizes, verifies and files invoices in bulk, matches them to contracts and payment orders automatically, and surfaces exceptions at a glance.
- Cross-industry
- Manufacturing
- Retail
FinanceFeatured
Excel data analysis
Ask Excel questions in plain language: it cleans, pivots, calculates metrics and produces charts and conclusions, with every step open to review.
Sample input and output
Sample input
(Upload store-level sales details for January–August 2026) Which stores have seen gross margin fall for 3 consecutive months, and what might be the cause?
Sample output
7 stores show 3 consecutive months of declining gross margin, 5 of them in the East China region. The main driver is promotional discounts rising from 12% to 21% of sales. A trend chart and store-level table have been generated, with the calculation code attached.
Details
Most business analysis still happens in Excel, but few people can write complex formulas and pivot tables. This template lets business users ask in natural language; the Agent generates and runs code in a sandbox to clean, aggregate and visualize the data, and shows the code and intermediate results for every step so they can be checked.
It supports joins across multiple tables, confirmation of field definitions, and common financial metrics (year-on-year, month-on-month, gross margin, turnover days). When it finds irregular headers or missing values, it asks how to handle them instead of silently assuming.
- Analysis across multiple sheets and files
- Calculation steps and code visible throughout
- Automatic charts and a summary of conclusions
- Sandboxed execution; data never leaves your environment
How close is this template to your use case?
Most customers go live after changing 20–40% of a template. Book a workshop and we will assess it together.