Turn Any Excel File into an AI Chatbot That Answers Questions Instantly

Transform static spreadsheets into interactive chat experiences with Excel AI. Your customers can chat with Excel data and get instant answers - perfect for pricing sheets, budgets, forecasts, and lead generation.

Chat with Excel files (XLS & XLSX)
Instant answers from spreadsheet data
Generate qualified leads automatically
Andrew Lee David S. Vance W. Grant Nitesh Manav
from 159 reviews

See How SaaS Companies Use Excel AI Chat for Pricing

Perfect Use Cases for Chat with Excel AI Technology

Transform any Excel spreadsheet into a lead-generating, interactive AI assistant that works 24/7

Internal Team Use

Upload pricing sheets, financial reports, budget templates, or forecast models. Let your team chat with Excel AI to explore data, run scenarios, and get instant calculations without formula complexity.

  • Instant answers from complex pricing sheets
  • Budget and forecast scenario modeling
  • Financial report data exploration
  • No need to understand formulas or Excel functions
Try Internal AI

Client Portals & Sharing

Share interactive budget models, ROI calculators, pricing guides, or custom configurators. Clients can chat with Excel data to explore scenarios while you capture their specific interests and requirements.

  • Interactive budget and ROI models for clients
  • Custom pricing scenario exploration
  • Capture client requirements during interaction
  • Professional branded experience
Create Client Portals

Lead Generation

Transform valuable spreadsheets into lead magnets. Visitors interact with pricing calculators, budget templates, or analysis tools while providing contact information for personalized follow-up.

  • Pricing calculator lead magnets
  • Interactive tools instead of downloads
  • Capture leads during valuable interactions
  • Track which scenarios prospects explore
Generate More Leads

Proven Results from Companies Using Excel AI Chat

73%

Increase in qualified leads from spreadsheets

4.1x

More engagement than static Excel downloads

24/7

Always available pricing and calculations

100%

Accurate data-driven responses

How Excel AI Chat Works - From Upload to Lead Generation

Transform your static spreadsheets into intelligent AI chatbots that engage customers and capture qualified leads

1

Upload Your Excel Files

Simply drag and drop any Excel file - pricing sheets, budget templates, ROI calculators, product catalogs, or financial models. Our Excel to AI system processes spreadsheets instantly, supporting XLS and XLSX formats. The AI analyzes data, formulas, and structure to create comprehensive understanding of your content.

  • Supports XLS & XLSX formats
  • Formula and calculation processing
  • Multi-sheet analysis
  • Secure file handling
2

AI Learns Your Spreadsheet Data

Our advanced AI technology reads, analyzes, and comprehends your Excel content including formulas, calculations, and data relationships. The system creates intelligent understanding of pricing tiers, budget categories, and calculation logic. This ensures accurate responses when users ask about specific scenarios or data points.

  • Formula comprehension
  • Data relationship mapping
  • Calculation logic understanding
  • Multi-sheet correlation
3

Chat with Excel AI Begins

Users can now chat with your Excel AI chatbot, asking specific questions about data, pricing scenarios, budget calculations, and getting instant accurate answers. The AI performs real-time calculations, captures lead information, and tracks engagement analytics. Perfect for sales enablement, lead qualification, and customer self-service.

  • Natural language data queries
  • Real-time calculations
  • Lead capture integration
  • Engagement analytics

Chat with Excel AI - Get Instant Answers from Spreadsheet Data

Transform how customers interact with your spreadsheets. Instead of downloading and navigating complex Excel files, visitors can simply ask questions and get precise, data-driven responses in seconds. Our chatbot with Excel technology ensures accuracy by referencing actual spreadsheet data and calculations.

  • Instant answers from Excel data with exact cell and sheet references
  • Real-time calculations and scenario modeling based on user questions
  • Automatic language translation for global customer support
  • Lead capture during valuable spreadsheet interactions
  • Full conversation transcripts with AI-generated summaries for sales follow-up
Excel Data Expert
I've analyzed your pricing spreadsheet with 500+ product configurations. Ask me about pricing, discounts, bulk rates, or custom scenarios!
What's the total cost for 250 premium licenses with 3-year contract?

Real Results from Companies Using Excel AI Chat

Why Excel AI Chat is Essential for Data-Driven Businesses

Companies using Excel AI chat report up to 73% increase in qualified leads from spreadsheet interactions. When prospects can chat with Excel data about pricing scenarios, budget calculations, or ROI models, they engage more deeply with your content and provide more specific information about their needs. This creates higher quality leads than traditional form submissions or static downloads.

Sales teams save countless hours by automating responses to common pricing questions, budget scenarios, and calculation requests. Instead of manually creating custom quotes or running scenarios for every prospect, the Excel AI chatbot handles these interactions automatically while capturing detailed information about prospect interests and requirements.

Excel chat AI technology also provides valuable insights into user behavior and business needs. By analyzing the questions people ask about your spreadsheets, you can identify popular scenarios, optimize your pricing models, and better understand market demands. This data-driven approach to customer insight leads to better product positioning and more effective sales strategies.

Industries Benefiting from Chatbot with Excel Technology

See how different sectors use Excel AI chat to improve customer experience and generate leads

SaaS & Technology

Pricing calculators, ROI models, and feature comparison sheets become interactive tools for prospects to explore scenarios and get instant quotes.

  • Pricing calculators
  • ROI modeling
  • Feature comparisons
  • License cost calculations

Professional Services

Project budgets, hourly rate calculators, and service packages become interactive tools for client proposals and cost estimation.

  • Project budget estimation
  • Service pricing models
  • Resource allocation
  • Cost comparison tools

Manufacturing

Product configurators, bulk pricing sheets, and specification tables help customers explore options and get accurate pricing instantly.

  • Product configuration
  • Bulk pricing models
  • Specification lookup
  • Quote generation

Financial Services

Investment calculators, loan comparison tools, and financial planning spreadsheets become interactive client engagement tools.

  • Investment calculators
  • Loan comparisons
  • Financial planning
  • Risk assessment tools
Analytics Dashboard
300%
Leads
24/7
Available

Advanced Excel AI Chat Features - Beyond Simple Data Lookup

Our Excel AI chat platform goes far beyond basic data retrieval. It provides intelligent calculations, lead generation capabilities, analytics insights, and seamless integrations that transform how businesses handle spreadsheet-based customer interactions.

  • Real-time calculations and formula execution based on user questions
  • Intelligent lead capture with customizable fields and qualification questions
  • Comprehensive analytics showing most asked questions, popular scenarios, and conversion rates
  • Works on 100+ platforms with easy installation via embed code, iframe, or direct link
  • QR code generation for offline marketing and print materials integration
  • CRM and email marketing integrations for seamless lead nurturing workflows
  • Complete brand customization including colors, fonts, and chat widget design
  • Multi-language interface that automatically adapts to visitor's browser language

Start Using Excel AI Chat Today - Choose Your Plan

All plans include full Excel to AI functionality with lead capture and analytics

Starter

€149/month
Start Free Trial

Perfect for small businesses

  • 1,000 conversations/month
  • 1 AI agent
  • Basic features
  • Email support
Most Popular

Professional

€349/month
Start Free Trial

For growing businesses

  • 5,000 conversations/month
  • 3 AI agents
  • Advanced features
  • Priority support

Enterprise

€799/month
Contact Sales

For large organizations

  • Unlimited conversations
  • Unlimited agents
  • Custom features
  • 24/7 support

Frequently Asked Questions About Chat with Excel AI

How does chat with Excel AI technology actually work?

Excel AI works by using advanced natural language processing to analyze and understand your spreadsheet data, formulas, and structure. When you upload an Excel file, our AI creates a comprehensive map of the data relationships, calculations, and content. Users can then ask questions in natural language, and the AI provides accurate answers with specific cell and sheet references.

What types of Excel files can I use with the chatbot?

You can use virtually any Excel file including pricing sheets, budget templates, financial models, product catalogs, calculators, ROI models, forecasting tools, comparison charts, and data analysis spreadsheets. Our AI works with both XLS and XLSX formats and can handle files with multiple sheets, complex formulas, and large datasets.

Can the Excel AI chatbot perform calculations and run scenarios?

Yes! Our Excel AI chatbot can perform real-time calculations based on your spreadsheet formulas and data. Users can ask 'what if' questions, explore different scenarios, request custom calculations, and get instant results. The AI understands your formula logic and can apply it to answer user questions dynamically.

How can I use Excel AI chat for lead generation?

You can configure the chatbot with Excel to request visitor information (email, name, phone, company) when they access valuable calculations or scenarios. All interactions are tracked with full conversation transcripts, showing exactly which data points and scenarios prospects explored. This provides your sales team with qualified leads and specific insight into prospect interests.

How quickly can I install Excel chat on my website?

Installation takes approximately 5 minutes and works on 100+ platforms including WordPress, Shopify, Wix, Squarespace, and custom websites. You can install using our simple embed code, iframe option, or platform-specific plugins. Alternatively, use it as a direct link for email campaigns or generate a QR code for offline marketing materials. No technical expertise required.

Can visitors ask questions about Excel data in different languages?

Yes! Our Excel AI chat automatically detects the visitor's browser language and translates the interface accordingly. The AI can understand and respond to questions in multiple languages, even if your original Excel file is in English. This makes it perfect for global businesses with international customers and prospects.

What analytics and insights do I get from Excel AI interactions?

You receive comprehensive analytics including: most frequently asked questions about your data, popular scenarios explored, user engagement metrics, lead conversion rates, calculation requests, conversation transcripts, AI-generated lead summaries, and data point popularity reports. This helps optimize your spreadsheets and understand customer needs better.

Is my Excel data secure when using AI chat?

Absolutely. We use enterprise-grade security measures to protect your spreadsheets and data. Your Excel files are processed securely, and we never share your content with third parties. You maintain complete control over your files and can remove them at any time. All data transmission is encrypted and GDPR compliant.

Can I customize the Excel AI chatbot to match my brand?

Yes! You can fully customize the chat widget including colors, fonts, logos, welcome messages, and positioning. You can also create custom chat flows, set specific lead capture fields, configure calculation parameters, and integrate with your existing CRM and marketing automation systems for seamless workflow integration.

What's the difference between Excel AI chat and regular calculators?

Regular online calculators are limited to specific predetermined scenarios. Excel AI chat can understand and work with your existing complex spreadsheets, formulas, and business logic. It's like having a knowledgeable assistant who understands every aspect of your data and can instantly perform any calculation or scenario that your Excel file supports.

Transform Your Excel Files into Lead-Generating AI Chatbots Today

Join thousands of businesses using Excel AI chat to increase engagement and generate more qualified leads

14-day free trial with full features • 5-minute setup - no technical skills needed • No setup fees or hidden costs • Cancel anytime with one click