Finance Automation

Automate Financial
Analysis &Reporting.

Process invoices, analyze market trends, and audit expenses. Turn messy financial data into clear insights instantly.

Trusted by 2,000+ spreadsheet users

Workflow

From Raw Data to Financial Insights

Automate the manual grunt work of financial operations.

Import Data

Connect to banks or upload CSVs/PDFs.

Process Invoices

Extract data from scanned invoices via OCR.

Audit Expenses

AI flags anomalies and categorizes transactions.

Market Analysis

Research competitor financials and market news.

Model & Forecast

Run complex financial models with simple commands.

Generate Reports

Create summary decks and visualizations.

Finance Tools

Your AI Financial Analyst

Invoice Processing

Stop manual data entry. Extract vendor, date, and amount from thousands of PDF invoices instantly.

Expense Auditing

Spot anomalies automatically. AI reviews transaction logs to flag duplicates or suspicious spending.

Market Intelligence

Real-time financial data. Pull stock prices, earnings reports, and competitor data from the web.

Financial Modeling

Complex formulas made simple. Ask questions like 'Project revenue growth at 10% MoM' to build models.

Report Generation

Automated executive summaries. Turn rows of data into written insights and charts.

Competitor Analysis

Track public company metrics. Monitor competitor earnings and news sentiment automatically.

Pricing

Simple, transparent pricing

Start with our flexible plans. Upgrade or cancel anytime.

Save up to 17% with annual billing

Starter

Perfect for individuals and occasional spreadsheet tasks.

$20/month

Buy plan
  • 500 Credits per month
  • AI agent access
  • Cell-by-cell content generator
  • Standard feature request prioritization
  • Chatbot support

Professional

Most popular

Ideal for power users managing multiple projects.

$79/month

Buy plan
  • 5,000 Credits per month
  • AI agent access
  • Cell-by-cell content generator
  • Higher feature request prioritization
  • Chatbot support

Business

Designed for heavy users and teams working daily.

$149/month

Buy plan
  • 20,000 Credits per month
  • AI agent access
  • Cell-by-cell content generator
  • Highest feature request prioritization
  • Dedicated calls with SheetXAI team

Add-ons

Enhance your plan with additional features

BYOK

$15

Bring Your Own Key - Use your own API keys, no credits included.

No credits

Access to Both Excel and Google Sheets

+$10

Get SheetXAI on both Excel and Google Sheets platforms.

Boost your productivity today.
Start automating your spreadsheets.

Join thousands of professionals saving hours every week. No credit card required to start.

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