Announcing o11's backing from Y Combinator.

# AI for Excel

## AI that works inside the workbook.

- Explain formulas and broken refs in place.
- Pull data from source files into the workbook.

Excel

| Product           | Q1  | Q2  | Q3  | Q4  | FY  | Mix   |
|-------------------|-----|-----|-----|-----|-----|-------|
| Aurora Cloud      | 124 | 141 | 168 | 192 | 625 | 34.6% |
| Northstar API     | 82  | 96  | 108 | 118 | 404 | 22.4% |
| Helix Sync        | 54  | 61  | 72  | 81  | 268 | 14.8% |
| Vanta Streams     | 38  | 44  | 46  | 49  | 177 | 9.8%  |
| Skyline Edge      | 28  | 32  | 34  | 38  | 132 | 7.3%  |
| Bridgewater Pro   | 22  | 25  | 29  | 33  | 109 | 6.0%  |
| Atlas Build       | 14  | 17  | 20  | 24  | 75  | 4.1%  |
| **Total**        | **362** | **416** | **477** | **535** | **1,790** | **100.0%** |

## o11 for Excel: an AI execution layer for the workbook

o11 brings AI inside Excel itself — not a side panel that drafts prose about your spreadsheet, but an agent that reads, writes, and reasons about the cells, formulas, and formatting on the sheet you have open. That distinction matters for finance, strategy, and operations teams who treat Excel as their real system of record.

If you have searched for **AI for Excel**, **Excel automation with AI**, or a **Copilot alternative for Excel**, the part most tools get wrong is execution. They explain what should change. o11 makes the change in the workbook.

## What teams use o11 for in Excel

- **Three-statement and operating models.** Build schedules from notes, audit formulas in place, and reconcile differences between tabs without rebuilding the model in another tool.
- **Source extraction.** Drop a 10-K, an operating report, or a vendor PDF into the sidebar and ask o11 to populate a tab with the values you need, with cell-level citations back to the source document.
- **Spreadsheet hygiene.** Find broken references, circular dependencies, and stale links across a workbook with hundreds of named ranges. Fix them in one pass.
- **Comp spreads, KPI rollups, and trend tables.** Generate the structure, then keep it synchronized with whatever ground truth lives in the source files.

## Why o11 instead of generic AI in Excel

Most “AI in Excel” experiences live next to the workbook, not inside it. They generate text, suggest formulas in chat, and ask you to copy and paste the result. That round trip is the failure mode for serious modeling work. A formula in a chat panel is a draft; a working schedule with the right named ranges is a deliverable.

o11 acts on the workbook directly. The agent can write into a cell, update a formula across a range, format a table to match your firm’s conventions, and verify its own changes. The chat is a control surface, not the destination.

## How o11 fits with the rest of the platform

o11 is the AI agent layer for enterprise applications. Excel is one surface, but the agent also operates inside PowerPoint, Word, Google Docs, Sheets, Slides, Salesforce, HubSpot, AWS, and SAP. That matters for Excel work specifically because most spreadsheets do not stay in Excel — they end up in board decks, IC memos, and quarterly reviews. The handoff from Excel to PowerPoint or Excel to a Word memo is where teams lose the most time, and o11 is built to keep those handoffs aligned.

## Where Excel teams typically start with o11

- **Investment banking and PE associates** start with comp spreads, IC memos, and pitchbook charts.
- **FP&A and corporate finance** start with month-end rollups, KPI dashboards, and budget vs. actual reporting.
- **Strategy and corporate development** start with model audits and synergy analysis.
- **Operations and revenue teams** start with cleaning Salesforce or HubSpot exports before they go into a board pack.

## How o11 stays trustworthy in financial models

Every change has a clear chain: the prompt, the cells touched, the source the data came from, and the formula that landed. Reviewers can re-run the same prompt against the same workbook and get the same result. That repeatability is what makes o11 usable on models that go to a committee, a client, or a board.