Best AI Agents for Microsoft Excel
View:
Compare the Top AI Agents that integrate with Microsoft Excel as of September 2025
Sort By:
This a list of AI Agents that integrate with Microsoft Excel. Use the filters on the left to add additional filters for products that have integrations with Microsoft Excel. View the products that work with Microsoft Excel in the table below.
What are AI Agents for Microsoft Excel?
AI agents are autonomous systems designed to perform specific tasks by simulating intelligent behavior. They can perceive their environment, make decisions, and take actions to achieve particular goals based on their programming or learning. These agents can be rule-based, relying on pre-set instructions, or machine learning-based, adapting their behavior over time through experience. AI agents are used in various applications, from virtual assistants to self-driving cars and even decision-making systems in business. Their capabilities range from simple automation to complex problem-solving and predictive tasks. Compare and read user reviews of the best AI Agents for Microsoft Excel currently available using the table below. This list is updated regularly.
-
1
Zendesk
Zendesk
Zendesk is an AI-powered service solution that’s easy to set up, use, and scale. It works out-of-the-box and adapts quickly, enabling businesses to move faster. Built on billions of CX interactions, Zendesk AI supports the whole service journey—from self-service to agents to admins—helping teams resolve issues faster and operate efficiently at scale. Zendesk empowers agents with tools, insights, and context to deliver personalized service on any channel—social messaging, phone, or email. It unifies personalized conversations, omnichannel case management, AI workflows, automation, and a Marketplace of 1200+ apps. Easy to implement, it frees teams from relying on IT or costly partners. Serving over 130K global brands in 30+ languages, Zendesk simplifies business complexity to create meaningful customer connections. Headquartered in San Francisco, it operates worldwide.Starting Price: $25/agent/month -
2
Jotform
Jotform
Jotform AI Agents are advanced automated customer service tools designed to provide real-time assistance across multiple channels, including phone, chat, voice, and messaging apps like WhatsApp and Messenger. Trusted by over 25 million users worldwide, Jotform enables businesses to integrate AI-driven agents into their workflows without any coding. The AI agents can handle tasks like guiding users through form-filling, answering queries, and automating tasks such as scheduling and sending emails. With over 7,000 templates to customize the agent’s appearance and interaction style, businesses can personalize their AI agents to reflect their brand. Jotform's AI-powered Agents ensure efficiency by providing 24/7 support, reducing response times, and improving customer satisfaction with multi-language support and real-time monitoring.Starting Price: $34 per month -
3
Zapier
Zapier
Connect your apps and automate workflows. Easy automation for busy people. Zapier moves info between your web apps automatically, so you can focus on your most important work. Link your web apps with a few clicks, so they can share data. Pass info between your apps with workflows called Zaps. Build processes faster and get more done—no code required. Discover how Zapier makes automation accessible to everyone. Stick with the tools that work for you. Zapier connects more web apps than anyone, and we add new options every week. We integrate with apps such as Facebook Lead Ads, Slack, Quickbooks, Google Sheets, Google Docs, & many more! Our editor was made for do-it-yourself automation. Set up Zaps without developer help. Use Zapier’s built-in apps to create powerful workflows without using separate services. More than 3 million people rely on Zapier to take care of their tedious tasks. Zapier Agents allow businesses to automate real-world tasks by creating custom AI-powered teammates.Starting Price: $19.99 per month -
4
ChatGPT
OpenAI
ChatGPT is an AI-powered conversational assistant developed by OpenAI that helps users with writing, learning, brainstorming, coding, and more. It is free to use with easy access via web and apps on multiple devices. Users can interact through typing or voice to get answers, generate creative content, summarize information, and automate tasks. The platform supports various use cases, from casual questions to complex research and coding help. ChatGPT offers multiple subscription plans, including Free, Plus, and Pro, with increasing access to advanced AI models and features. It is designed to boost productivity and creativity for individuals, students, professionals, and developers alike.Starting Price: Free -
5
Microsoft Copilot
Microsoft
Meet your everyday AI companion for work and life. Work smarter, be more productive, boost creativity, and stay connected to the people and things in your life with Copilot—an AI companion that works everywhere you do and intelligently adapts to your needs. Copilot empowers you with smarter ways to be more productive, creative, and connected to the people and things that matter to you. Find just what you’re looking for. Get relevant answers to your questions. And shop online knowing you’ve gotten the best deal. Get answers to your questions, inspiration for your projects, and solutions for your to-do list. Transform your ideas effortlessly. Creating beautiful images and polished drafts is easy and fun. Whatever you’re into—browsing the web, searching for answers, exploring your creative potential, or coming up with more useful content, Copilot can help you uncover new possibilities.Starting Price: Free -
6
Claude
Anthropic
Claude is an artificial intelligence large language model that can process and generate human-like text. Anthropic is an AI safety and research company that’s working to build reliable, interpretable, and steerable AI systems. Large, general systems of today can have significant benefits, but can also be unpredictable, unreliable, and opaque: our goal is to make progress on these issues. For now, we’re primarily focused on research towards these goals; down the road, we foresee many opportunities for our work to create value commercially and for public benefit.Starting Price: Free -
7
Microsoft 365 Copilot
Microsoft
Introducing Microsoft 365 Copilot — your copilot for work. It combines the power of large language models (LLMs) with your data in the Microsoft Graph and the Microsoft 365 apps to turn your words into the most powerful productivity tool on the planet. Copilot is integrated into Microsoft 365 in two ways. It works alongside you, embedded in the Microsoft 365 apps you use every day — Word, Excel, PowerPoint, Outlook, Teams and more — to unleash creativity, unlock productivity and uplevel skills. Today we’re also announcing an entirely new experience: Business Chat. Business Chat works across the LLM, the Microsoft 365 apps, and your data — your calendar, emails, chats, documents, meetings and contacts — to do things you’ve never been able to do before. You can give it natural language prompts like “Tell my team how we updated the product strategy,” and it will generate a status update based on the morning’s meetings, emails and chat threads.Starting Price: $30/month -
8
Momen
Momen
From MVP to scaled SaaS, build your custom apps with a smooth learning curve, all powered by Momen. Streamlined from prototype design to app deployment, with robust built-in backend, say farewell to traditional dev. Create apps in weeks, and iterate your ideas with ease, no coding needed. Project-based pricing without overage fees and third-party backend service, estimate costs upfront. Advanced collaboration workflows with access control, build fully custom apps for million-user projects from the start. Build every part of your product visually in Momen's drag-and-drop editor. Clarify user journey and interaction, and unleash your inner designer's creativity. See holistically how users journey through your product with our interactive and dynamic canvas. Watch your product come to life in real-time with live preview as you build and test its features, with the browser preserving the navigation state.Starting Price: $33 per month -
9
Latenode
Latenode
Latenode offers no-code simplicity, full-code power, and AI intelligence. Build and automate interactions between any services that have APIs. Use no-code nodes, or write your own code. Instead of spending time searching for the necessary API and going through the documentation, simply voice your request to the AI assistant and receive ready-made code. Latenode is a powerful data platform designed to simplify the integration of various marketing tools. It provides an integrated system that eliminates data discrepancies and enhances operational efficiency through seamless integration. Ready-made connectors for popular SaaS services or custom code for complete freedom. Send a Slack notification to your team and an email confirmation to the client. Use conditional logic to route your scripts based on incoming data. Use a cloud-based API building kit to create workflows that connect any applications.Starting Price: $17 per month -
10
Diaflow
Diaflow
Diaflow is an enterprise platform for scaling AI across your organization by enabling everyone to deploy AI workflows that drive innovation. From manual processes to fully automated ones, create powerful apps and workflows from any data source across your teams. Effortlessly automate your business’s manual processes with solutions your team will love. Build powerful AI-driven internal apps that you are proud of with Diaflow's intuitive interfaces and components. An innovative way for document creation and edition with Diaflow AI-powered editing tool. Leveraging your expertise, to provide 24/7 support and engagement. Easily manage and transform your data with a built-in AI-enabled spreadsheet solution. Discover how easy it is to use Diaflow to build amazing products for your company. Diaflow provides all you need to create apps and workflows in minutes with no coding required.Starting Price: $199 per month -
11
Latta
Latta
Latta AI is an innovative platform designed to streamline the software development process by automating the detection and resolution of bugs. By recording user sessions and applying AI-driven fixes, Latta AI enables developers, project managers, and testers to focus more on feature development, thereby boosting productivity and accelerating release cycles. The platform integrates seamlessly with popular version control systems like GitHub and GitLab and maintains strict security protocols to ensure code privacy and protection. Additionally, Latta AI offers a plugin for JetBrains IDEs, allowing developers to access its bug-fixing tools directly within their development environment. This integration facilitates quick identification and resolution of issues without the need to leave the IDE. Overall, Latta AI aims to reduce the time developers spend on debugging by up to 40%, enhancing efficiency and allowing teams to focus on innovation.Starting Price: $0.05 per fix -
12
MightyBot
MightyBot
MightyBot is your AI partner, designed to help you and your team eliminate busywork, uncover insights, and focus on what truly matters. From meetings to emails to collaboration across tools, MightyBot streamlines your workflow, so you can achieve exceptional results without the grind. Whether you're driving revenue, delighting customers, building great products, or improving teamwork, MightyBot has you covered. Explore how we tailor our platform to help you achieve your goals. Close more deals, faster, automate meeting prep, follow-ups, and CRM updates while staying focused on building relationships. Build stronger relationships, track customer health, stay proactive, and deliver exceptional client experiences. Create better products, uncover feedback, prioritize insights, and streamline agile workflows. Work better, simplify communication, automate meeting notes, and align cross-functional teams.Starting Price: $89 per month -
13
OpenAdapt
OpenAdapt
OpenAdapt is an open source desktop automation tool that learns to automate your desktop and web workflows by observing your demonstrations. It records your screen, keyboard, mouse, and optionally microphone inputs locally on your machine. OpenAdapt transforms this recorded data using various algorithms to generate prompts and instructions for AI language models. All data is scrubbed of all Personally Identifiable Information (PII) and Protected Health Information (PHI) before being uploaded. Before data is uploaded, you will be presented with the scrubbed data and required to confirm that it has been properly sanitized of all PII/PHI. We do not store or collect any of your personal data, files, or process recordings. OpenAdapt employs industry-standard security measures in the software's architecture to ensure the safe use of API keys and payment information.Starting Price: Free -
14
Asteroid AI
Asteroid AI
Asteroid is an AI-driven browser-automation platform that lets both non-technical users and engineers build, deploy, monitor, and refine complex web workflows without writing traditional code. Its core is a graph-based agent builder where you describe desired tasks in natural language and configure repeatable logic with variables and structured outputs. Behind the scenes, Asteroid combines encrypted credential management, selector-based guardrails powered by Playwright, and live browser control to navigate pages, interact with UI elements, and call external APIs as needed. You can instantly deploy agents via a RESTful API, embed them into existing systems, or iterate in the platform’s console with real-time supervision, debugging tools, and human-in-the-loop checkpoints. Use cases range from multi-step data retrieval (insurance quotes, grant applications) and intelligent data entry into legacy systems (patient records, supplier portals) to automated reporting.Starting Price: $30 per month -
15
Supervity
Supervity
Supervity provides enterprise-grade AI agents designed to streamline manual operations and boost efficiency across multiple business functions. Their AI-powered solutions include Agentic RAG for knowledge management, Agentic Workflow for multi-agent orchestration, and Agentic OCR for visual data analysis. These agents integrate seamlessly with over 1000 platforms and are easy to deploy with no code required, making them ideal for industries like banking, healthcare, retail, and more. Supervity helps businesses automate tasks such as invoice processing, customer support, fraud detection, and compliance management, all while enhancing productivity by up to 40%. -
16
AskUI
AskUI
AskUI is an innovative platform that enables AI agents to visually perceive and interact with any computer interface, facilitating seamless automation across various operating systems and applications. Leveraging advanced vision models, AskUI's PTA-1 prompt-to-action model allows users to execute AI-driven actions on Windows, macOS, Linux, and mobile devices without the need for jailbreaking. This technology is particularly beneficial for tasks such as desktop and mobile automation, visual testing, and document or data processing. By integrating with tools like Jira, Jenkins, GitLab, and Docker, AskUI enhances workflow efficiency and reduces the burden on developers. Companies like Deutsche Bahn have reported significant improvements in internal processes, citing over a 90% increase in efficiency through the use of AskUI's test automation capabilities. -
17
MindPal
MindPal
Chat and work with all your files (documents, audio/video, YouTube, & websites) just like with a second brain. Free up your precious primary brain for the truly important stuff. Dump all your files and chat with them like a second brain. -
18
SIA
SIA
Scogo.ai offers SIA, a customizable, no-code AI agent designed to enhance customer support by providing 24/7 multilingual assistance across voice, chat, WhatsApp, and email channels. SIA is capable of resolving up to 80% of customer queries, processing text, images, and voice inputs to deliver human-like, collaborative interactions. The platform ensures secure and accurate responses, aligning with your brand's unique tone and policies. SIA can be set up instantly without requiring sign-up or credit card information, making it accessible for businesses seeking to improve customer engagement and build brand loyalty. The AI agent is built to handle various customer support workloads, including product issue resolution, field service management, reseller support, human-agent collaboration, and product recommendations. With support for over 50 languages, SIA caters to a global audience, ensuring effective communication with diverse customer bases. -
19
Microsoft 365 Copilot Researcher
Microsoft
Microsoft 365 Copilot Researcher is a powerful AI assistant designed to enhance the efficiency of professionals by providing deep insights and comprehensive research. Researcher leverages AI technology to comb through emails, meetings, and web data, offering actionable information for users. It streamlines the research process by integrating seamlessly with Microsoft 365, making it easier for users to gather relevant data, analyze trends, and generate well-informed strategies without having to manually sift through large amounts of information.Starting Price: $30/month -
20
Microsoft 365 Copilot Analyst
Microsoft
Microsoft 365 Copilot Analyst is an advanced AI agent designed to transform raw data into valuable insights. By utilizing powerful data analysis capabilities, including Python coding, Analyst helps users make informed, data-driven decisions. It can process complex datasets, generate reports, and uncover trends, all while seamlessly integrating with Microsoft 365’s suite of tools. Analyst empowers users to automate data analysis, saving time and enabling businesses to make better strategic decisions based on real-time, accurate insights.Starting Price: $30/month -
21
LlamaIndex
LlamaIndex
LlamaIndex is a “data framework” to help you build LLM apps. Connect semi-structured data from API's like Slack, Salesforce, Notion, etc. LlamaIndex is a simple, flexible data framework for connecting custom data sources to large language models. LlamaIndex provides the key tools to augment your LLM applications with data. Connect your existing data sources and data formats (API's, PDF's, documents, SQL, etc.) to use with a large language model application. Store and index your data for different use cases. Integrate with downstream vector store and database providers. LlamaIndex provides a query interface that accepts any input prompt over your data and returns a knowledge-augmented response. Connect unstructured sources such as documents, raw text files, PDF's, videos, images, etc. Easily integrate structured data sources from Excel, SQL, etc. Provides ways to structure your data (indices, graphs) so that this data can be easily used with LLMs. -
22
Skyvern
Skyvern
Skyvern uses a combination of computer vision and AI to understand content on a webpage, making it adaptable to any website. Skyvern takes instructions in natural language, allowing it to execute complex objectives with simple commands. Skyvern is an API-first product. Workflows execute in the cloud, allowing it to run hundreds of workflows at the same time. Skyvern's AI decisions come with built-in explanations, providing clear summaries and justifications for every action. Support for proxies, with support for country, state, or even precise zip-code level targeting. Skyvern understands how to solve CAPTCHAs to complete complicated workflows. Support for authenticating into user accounts, including support for 2FA/TOTP. Extract data from workflows in any schema of your choice including CSV or JSON. Automate procurement pipelines, breeze through government forms, and complete workflows in any language. -
23
Beam AI
Beam AI
Beam AI is a leading platform specializing in agentic process automation, enabling businesses to deploy self-learning AI agents that streamline operations and reduce costs. Utilized by Fortune 500 companies and startups alike, Beam AI's agents deliver precise, efficient task automation comparable to human performance, operating continuously to minimize errors and enhance productivity. The platform offers a diverse range of pre-trained agents tailored for various workflows, including customer service, data extraction, email categorization, appointment management, and financial reporting. Additionally, Beam AI provides tools for creating and customizing AI agents to fit unique organizational needs, integrating seamlessly with existing systems to optimize workflows and drive business efficiency. -
24
Fellou
Fellou
Fellou is the world's first agentic browser that automates complex tasks. Enjoy hands-free research, cross-platform workflow automation, and intelligent task execution across the web. Fellou's Deep Action feature transforms intricate multi-step tasks, like form submissions, report generation, or scheduling, into simple commands. Its proactive intelligence anticipates user needs, offers action recommendations, and builds a personalized knowledge base. Fellou operates in a sandboxed environment, allowing agents to execute tasks in the background without disrupting the user's workflow. It enables users to create, share, and utilize specialized agents tailored to specific domains or tasks. Fellou supports cross-platform deep search, enabling parallel searches across public websites and authenticated platforms like Quora, X, and LinkedIn, and can generate shareable visual reports. -
25
Shortcut
Fundamental Research Labs
Shortcut is an AI agent designed to dramatically accelerate work in Excel by automating most knowledge tasks with unmatched speed. It can solve complex Excel challenges about 10 times faster than human experts, scoring over 80% on Excel World Championship cases. The platform offers near-complete feature parity with Excel, allowing direct file editing, importing, and exporting. Users no longer need to switch back to Excel, as Shortcut provides a powerful and efficient alternative. Shortcut supports collaborative sharing via link generation, making teamwork seamless. It’s transforming how non-technical workers and researchers alike engage with spreadsheets through AI assistance. -
26
McCarren AI
McCarren
McCarren is an AI-powered proposal platform purpose-built for capture and proposal teams, automating every stage of the RFX lifecycle. McCarren’s Semantic AI capture agent monitors federal, state, local, and grant portals, surfacing hidden opportunities. Automated solicitation shredding extracts deadlines, deliverables, and FAR clauses, generating a live compliance matrix for gap tracking. Proposal teams draft compliant responses inside a native Microsoft Word add-in, leveraging a smart content library and context-aware AI . FedRAMP-aligned infrastructure, single-tenant SaaS, zero-data-training; McCarren safeguards sensitive data while cutting proposal cycles by up to 80% and improve win rates by 30%. -
27
Endex
Endex
Endex is an Excel-native AI agent that supercharges financial modeling and data analysis by embedding advanced language models directly into your spreadsheets. It augments outputs with integrated citations, making every calculation and narrative auditable from start to finish. Custom-built LLMs understand complex accounting methods, reconcile conflicting data sources, and interpret financial charts, while Endex unifies internal files, external databases, and trusted public sources, such as CapIQ, FactSet, and SEC filings, into a single searchable plane. Core capabilities include AI-enhanced tracing of cell references, in-line citations for sheet navigation, customizable formatting shortcuts, and firm-wide templates that autocomplete with new data. Native Deep Research integration provides contextual understanding of your workbook alongside verified sources, and Endex “memories” adapt to your style preferences and favorite workflows. -
28
Canvas AI
Canvas AI
Canvas is an AI-driven platform designed to enhance customer success by transforming data into actionable insights. It integrates seamlessly with existing data sources, providing a unified view that enables proactive management of customer relationships. Key features include early risk detection, identification of growth opportunities, and automation of routine tasks, allowing teams to focus on strategic initiatives. The platform's AI-powered alerts and Canvas Copilot assist in prioritizing actions and handling complex tasks, respectively. Additionally, Canvas offers generative analytics for real-time, customizable reporting, facilitating transparent communication of ROI and progress to clients. Deployment is streamlined, adapting to your data to deliver immediate value. Overall, Canvas empowers customer success teams to transition from reactive account management to proactive growth strategies. -
29
Echobase AI
Echobase AI
Echobase is the preferred platform for teams to query, create, and analyze data directly from their files without any financial commitment upfront — no credit card required. By leveraging advanced AI models tailored to your specific business needs, Echobase enables the creation of AI Agents. These agents are adept at a range of functions, from handling basic Q&A to intricate analysis, aggregation of information, and task completion.Starting Price: $19 per month
- Previous
- You're on page 1
- Next