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CoAssistant analyzes your data, writes formulas, creates charts, and enriches your spreadsheets — all from a simple sidebar inside Excel.

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One sidebar that reads your spreadsheet, understands what you need, and makes it happen — from charts to formulas to live web data.

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Two minutes. From blank spreadsheet to full analysis.

Built for everything you do in Excel.

Every Excel action, automated.

Charts, tables, conditional formatting, formulas, sorting — describe what you want in plain English. One sentence replaces a hundred clicks.

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RegionRevenueGrowthvs Target
Americas$412,600+24%+3.2%
EMEA$284,200+32%+13.7%
APAC$198,400+18%-5.5%
LATAM$86,300+41%+7.9%
Revenue by Region
$413K
Americas
$284K
EMEA
$198K
APAC
$86K
LATAM

Your data, enriched from the web.

Find LinkedIn profiles, company info, funding data — the agent researches the web and fills your spreadsheet, row by row. Or use =COASSISTANT.WEB() in any cell for instant web answers.

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NameLinkedInTitleCompany
Sarah Chenlinkedin.com/in/schenVP EngineeringStripe
James Okaforlinkedin.com/in/jokaforHead of SalesNotion
Mia Torreslinkedin.com/in/mtorresCFOLinear
Liam Parklinkedin.com/in/liamparkCTOFigma
4 profiles enriched in 2.4 seconds

Any file in. Structured data out.

Drop a PDF, a receipt photo, a screenshot. CoAssistant reads it and extracts clean, structured data into your spreadsheet. No separate OCR tools needed.

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PDFinvoice_march.pdf
IMGreceipt_0307.jpg
extracted to
VendorAmountDateCategory
AWS$4,280.00Mar 1Cloud
Figma$75.00Mar 3Design
OpenAI$320.50Mar 5AI Tools
Vercel$20.00Mar 7Hosting

Custom reports & deep analysis.

When formulas aren't enough, CoAssistant writes and runs Python — regressions, cohort analysis, visualizations — and brings the results back to your sheet.

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Prompt:“Run a cohort retention analysis and visualize the results”
Cohort RetentionMonth 0 → Month 5
Jan
100%
82%
71%
64%
58%
52%
Feb
100%
78%
65%
59%
51%
Mar
100%
85%
72%
61%
Apr
100%
80%
68%

All your tools, connected.

Coming soon

Pull data from your CRM, email, project tools. Push actions back. Your spreadsheet becomes the command center for everything.

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GmailGmail
OutlookOutlook
SharePointSharePoint
Google DriveGoogle Drive
SalesforceSalesforce
HubSpotHubSpot
SlackSlack
JiraJira
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  • 2,000 agent calls/month
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Frequently asked.

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Create a pivot table from my sales dataFind LinkedIn URLs for everyone in column AHighlight all cells where margin is below 15%Run a regression on columns B and CAdd a bar chart comparing Q1 vs Q2 revenueClassify each company as B2B or B2CExtract the table from this PDFDeduplicate this list using fuzzy matchingCreate a pivot table from my sales dataFind LinkedIn URLs for everyone in column AHighlight all cells where margin is below 15%Run a regression on columns B and CAdd a bar chart comparing Q1 vs Q2 revenueClassify each company as B2B or B2CExtract the table from this PDFDeduplicate this list using fuzzy matching
Add a bar chart comparing Q1 vs Q2 revenueClassify each company as B2B or B2CExtract the table from this PDFDeduplicate this list using fuzzy matchingCreate a pivot table from my sales dataFind LinkedIn URLs for everyone in column AHighlight all cells where margin is below 15%Run a regression on columns B and CCreate a pivot table from my sales dataFind LinkedIn URLs for everyone in column AHighlight all cells where margin is below 15%Run a regression on columns B and CAdd a bar chart comparing Q1 vs Q2 revenueClassify each company as B2B or B2CExtract the table from this PDFDeduplicate this list using fuzzy matching

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