Marketplace/Finance/AI Data & Excel Analysis Agent
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AI Data & Excel Analysis Agent

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Upload a spreadsheet or connect your CRM — get executive analysis, forecasts, reconciliation, and answers in plain English.

4.9(221 reviews)
1,962 subscribers
Verified by AgentOS

What it does

An AI data analyst and BI team in one agent. Upload a CSV or Excel file — or connect your CRM — and it auto-detects the schema, cleans and profiles the data, runs trend, segmentation, funnel and anomaly analysis, forecasts what's next, reconciles multiple files, and writes an executive report with charts, narrative insight, and prioritized recommendations. Then you can ask it questions about your data in plain English.

Key outcomes

Executive reports — KPIs, trends, segments, and a forecast — generated from your raw spreadsheet in minutes
Every number computed deterministically and explained — the AI reasons over real figures, never invents them
Natural-language Q&A over your data: 'why did revenue drop in March?' answered with evidence
Multi-file reconciliation (bank vs ledger, CRM vs billing) with matched / missing / mismatched breakdowns

Who it's for

Founders and operators who live in spreadsheets but don't have a data team
Finance and RevOps teams who need fast, repeatable analysis and forecasts
Anyone who wants BI-grade insight without building dashboards or writing SQL/Python

Use cases

Revenue & sales analysis
Upload sales data → monthly trend, revenue by segment, sales-rep performance, funnel by stage, and a next-quarter forecast with a confidence band.
Multi-file reconciliation
Drop in two files (e.g. bank statement vs ledger) and it reconciles on a key column — matched, only-in-A, only-in-B, and amount mismatches with the dollar impact.
Ask your data anything
Chat with your dataset: 'top 10 customers by spend', 'which month was the outlier and why', 'forecast pipeline for next quarter'.
Read the full documentation
$99/month
Cancel anytime. No setup fees.
7-day free trial included
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Compliant infrastructure
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Human escalation built-in
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AgentOS
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Pairs with
CRM System Agent
Runs the pipeline this agent analyzes — insights flow straight back as CRM tasks.
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