Question 1

Does inline AI work with my existing Excel templates?

Accepted Answer

That is exactly why inline AI exists. It opens your actual workbooks, edits cells, fills data, and formats results directly. You can watch inline AI work on your spreadsheet in real time and co-edit alongside it.

Question 2

Can it handle multi-tab reconciliations across multiple files?

Accepted Answer

Yes. inline AI reads multiple Excel files and tabs at once, compares balances, flags mismatches, and generates a summary from a single prompt. No copy-paste between files.

Question 3

Is my financial data safe?

Accepted Answer

Your files never leave your computer. inline AI runs locally, assembles only the minimal context needed, and sends it directly to the AI model. No cloud storage, no middleman.

Question 4

How is this different from MS Copilot?

Accepted Answer

Copilot attaches to one workbook at a time. inline AI works across multiple Excel files and reads local PDF, Word, and PowerPoint files in the same workflow. Even on Excel alone, inline AI is roughly twice as accurate.

AI Agent for finance teams Working deep in Excel

Account Reconciliations

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Flux Analysis and Reporting

Frequently Asked Questions

Close the books faster.

What took hours in Excel. Now takes a prompt.