Meet CoAssistant. Excel, made simple.

Tell it what you need in plain words — organize your data, create charts, fix formulas, or clean up messy spreadsheets. CoAssistant does it for you, right inside Excel.

Available onMicrosoft Excel
Coming soonGoogle Sheets

You already know what you want to do.CoAssistant makes it happen.

Before

4 menus to insert a chart

With CoAssistant

One sentence

Before

Copy-paste from 10 browser tabs

With CoAssistant

One formula

Before

Hours cleaning messy data

With CoAssistant

One prompt

What your agent can do
fxWrite formulasCreate chartsBuild tablesFormat rangesSort & filterEnrich from webExtract from imagesRun PythonConditional formattingData validationPivot analysisFreeze panes

Built for everything you do in Excel.

01

Every Excel action, automated.

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

Q1_Revenue_Report.xlsx
B2
fx =SUMIFS(Sales[Amount],Sales[Region],A2)
A
B
C
D
Region
Revenue
Growth
vs 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
02

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.

Leads_Pipeline.xlsx
C2
fx =COASSISTANT.WEB("title of "&A2&" at "&B2)
A
B
C
D
E
Name
Email
Title
Company
Sarah Chen
s.chen@stripe.com
VP Engineering
Stripe
Done
James Okafor
j.okafor@notion.so
Head of Sales
Notion
Done
Mia Torres
m.torres@linear.app
CFO
Linear
Done
Liam Park
—
—
—
...
3 of 4 enriched — 2.4s
03

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.

Expense_Tracking.xlsx
invoice_march.pdf, receipt_0307.jpg attached — extracting...
A
B
C
D
Vendor
Amount
Date
Category
AWS
$4,280.00
Mar 1
Cloud
Figma
$75.00
Mar 3
Design
OpenAI
$320.50
Mar 5
AI Tools
Vercel
$20.00
Mar 7
Hosting
Total
$4,695.50
4 items
04

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.

Cohort_Analysis.xlsx
CA
“Run a cohort retention analysis and visualize the results”
Cohort
M0
M1
M2
M3
M4
M5
Jan '26
100%
82%
71%
64%
58%
52%
Feb '26
100%
78%
65%
59%
51%
Mar '26
100%
85%
72%
61%
Apr '26
100%
80%
68%
Retention:
80%+
65-79%
55-64%
45-54%
<45%
05/ Coming soon

All your tools, connected.

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

GmailGmail
OutlookOutlook
SharePointSharePoint
Google DriveGoogle Drive
SalesforceSalesforce
HubSpotHubSpot
SlackSlack
JiraJira

Choose Your Plan

Start for free, then scale as you grow.

Free

$0/mo

Perfect for getting started:

  • Access to full add-in
  • Limited agent usage
  • Limited custom functions
Get Started

Pro

$20/mo

Everything in Free, plus:

  • Higher usage limits
  • Data enrichment via web
  • Custom formula functions
  • Image & PDF processing
Get Pro

Enterprise

Contact

Everything in Pro, plus:

  • Custom security & compliance
  • SSO & bulk onboarding
  • Bespoke feature requests
  • Team management
  • Dedicated account manager
Book a Demo

Frequently asked.

Everything you need to know before getting started.

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

Stop struggling.
Start asking.

One sidebar. Every Excel task. Your AI agent, ready.

Get it onMicrosoft AppSource
Coming soonGoogle Workspace

Free plan included. No credit card required.

CoAssistant