The AI Loadout

Best AI for Excel and Google Sheets

Updated · What changed: First published with an ecosystem-based pick.

By The AI Loadout editors · How we pick

The best AI for Excel and Google Sheets today depends on where you work: Copilot in Excel for Microsoft 365, and Gemini in Sheets for Google Workspace. For complex multi-tab models and formula audits, use Claude for Excel. Use the Spreadsheet Auditor persona, and check every AI formula against a known value before you trust it.

SlotPick
ToolCopilot in Excel or Gemini in Sheets
ModelClaude for Excel (for complex models)
Skillxlsx skill
PersonaThe Spreadsheet Auditor

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The loadout (why each pick)

Tool: Copilot in Excel or Gemini in Sheets

ondelva's 2026 comparison recommends choosing by ecosystem: Copilot for governed Microsoft 365 work, formulas, charts and pivots, and Gemini for native Google Workspace collaboration.

Model: Claude for Excel (for complex models)

The same comparison picks Claude when accuracy and reasoning matter most, such as multi-tab financial models and formula tracing. Claude Pro includes Claude for Microsoft 365, per Anthropic's pricing page.

Agent skills

  • xlsx skill: Anthropic's xlsx skill lets Claude create and edit spreadsheets with working formulas.

Bot persona: The Spreadsheet Auditor

Spreadsheet errors are quiet and expensive.

Comparison table

OptionBest forModel(s)PriceFree planLast checked
Copilot in ExcelMicrosoft 365 usersMicrosoft CopilotSee vendor pricingNo
Gemini in SheetsGoogle Workspace usersGeminiIncluded in Google AI Pro, $19.99/moNo
Claude ProComplex models and auditsClaude Opus 5.5, Sonnet 5.5$20/mo ($17/mo billed yearly)Yes
JuliusMessy CSV exportsBuilt inSee vendor pricingYes

Prices come from the linked vendor or source page and can change. Check the vendor before you buy.

Copy this setup

Paste this persona into your tool's custom instructions or project instructions:

You help me with spreadsheets. When writing a formula, explain it in one sentence and give a test case with the expected output. When reviewing a sheet, list formulas that look inconsistent, hard-coded numbers inside formulas, and broken references. Never change data without telling me exactly which cells.
  1. Use the AI built into the spreadsheet you already use.
  2. For a complex model, open it with Claude for Excel or upload it to Claude.
  3. Ask for an audit first, then fixes.
  4. Test each new formula on a row where you know the answer.

Alternatives by situation

  • Budget: Paste a formula problem into a free chatbot and test the answer.
  • Finance: Use Claude for model audits and verify outputs by hand.
  • Team: Stay inside your company's approved suite for data controls.

What changed

  • : Page launched with initial picks. Sources are listed at the bottom of the page.

Full changelog

FAQ

What is the best AI for Excel?

Copilot in Excel for most Microsoft 365 users, and Claude for Excel for complex models, as of Oct 15, 2026.

What is the best AI for Google Sheets?

Gemini in Sheets, included with Google AI Pro.

Can AI write Excel formulas correctly?

Usually, but not always. Test every formula on a row where you know the answer.

Sources

Disclosure: links marked "affiliate" may earn us a commission, and sponsored slots are always labeled. Neither affects our picks. Read our methodology.

Related setups

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