Syntic for Excel
Your AI Analyst, native in every workbook.
Syntic for Excel runs inside Microsoft Excel as a native add-in — in the side pane your analysts already use, connected to the workbook in front of them. Write any formula. Build and update financial models. Clean and reshape data. Generate variance commentary directly from the numbers. All without leaving the workbook, switching to a chat interface, or copying and pasting between tools.
For analysts, finance teams, and anyone who lives in Excel — this is Syntic where you actually work.
What it does
Every spreadsheet task your analysts spend hours on — available in the side pane in minutes.
Write any formula
Describe what you need in plain English. Syntic writes the formula, explains what it does and why, and validates it against your actual data before inserting it. Nested IFs, array formulas, XLOOKUP chains, complex INDEX/MATCH combinations — describe the logic and Syntic writes the formula. You review and insert. No more formula debugging at 11pm before a board presentation.
Build and update models
DCFs, comparable company analyses, LBO models, three-statement models, budgets, and forecasts — built to your firm's templates and conventions, not a generic structure. Refresh a model when the inputs change: point Syntic at the new data, describe what changed, and it updates the model while preserving your formatting and structure. The quarterly model refresh that used to take a day takes an hour.
Clean and reshape data
Deduplicate, normalise, pivot, transpose, and merge across sheets and workbooks without writing macros or VBA. Inconsistent date formats, mixed currency values, names formatted seventeen different ways across a dataset — describe what you need and Syntic fixes it. The data cleanup that used to consume the first two hours of every analysis session takes minutes.
Multi-step automations
Chain multiple steps into a reusable workflow: pull data from a source, apply calculations, reformat the output, post the result to a summary sheet. Build it once, save it as a Skill, and run it again next month with one click. The monthly close routine that requires the same twelve steps every time becomes a single command.
Generates the narrative
Syntic reads the numbers and writes what they mean. Variance commentary that explains the delta, not just states it. Executive summaries that pull the three things leadership needs to know. Board page narratives that match the tone your CFO expects. The analysis is done — Syntic turns it into language. Your analysts spend their time on the interpretation, not the writeup.
Stays in your tenant
Syntic for Excel deploys inside your Microsoft 365 tenant through AppSource. IT manages deployment, permissions, and access through the same admin centre they already use for other Microsoft 365 add-ins. No separate procurement. No new security review for a standalone SaaS tool. Your data stays in your tenant — it doesn't leave Microsoft's infrastructure to reach a third-party service. The controls your IT and security teams already have apply.
How it works
From install to first formula in minutes.
Install from AppSource
Add Syntic for Excel from Microsoft AppSource — individually or deployed across your tenant by your IT admin. Sign in with your Syntic account. The add-in appears in Excel's side pane immediately.
Open any workbook
Open the workbook you're working on. Syntic reads the structure, the sheet names, the data ranges, and the formulas already in the file. It understands the context before you type your first request.
Ask, build, clean, or narrate
Type your request in plain English. Syntic writes the formula, builds the model section, cleans the data, or generates the commentary. You review what it produces before it touches your workbook — nothing inserts automatically without your confirmation.
Save as a Skill
Turn any multi-step workflow into a reusable Skill. The monthly close process. The quarterly variance report. The model refresh sequence. Save it once, run it again from the side pane with one click.
In practice
What finance and analytics teams use it for
Financial model builds
A new deal requires a DCF built to the firm's template. Describe the structure, provide the inputs, and Syntic builds the model — formatted correctly, formulas checked, assumptions documented. The analyst reviews and refines rather than building from a blank sheet.
Monthly close support
The same data cleanup, reconciliation, and variance commentary every month. Syntic handles the repetitive steps — cleaning the data export, running the standard calculations, generating the first draft of the commentary. The analyst focuses on the numbers that need explaining, not the ones that are straightforward.
Board presentation prep
The CFO needs a one-page summary of the quarterly results by 8am. Syntic reads the model, identifies the key movements, and drafts the narrative. The analyst edits and the CFO presents. The writeup that used to take two hours takes twenty minutes.
Data cleanup on imports
A data export from the CRM, the ERP, or a third-party source arrives in Excel in the wrong format. Inconsistent naming conventions, duplicate rows, date formats that Excel won't parse, currency symbols in numeric columns. Describe what you need and Syntic fixes it in the workbook. The cleanup sprint is over before it starts.
Formula explanation and audit
Someone else built the model and left no documentation. Syntic reads every formula, explains what it does in plain English, and flags cells where the logic looks unusual or where there might be errors. Model auditing that used to require a separate engagement done inline, in the workbook, in real time.
One workforce, every surface
Connected to your Syntic account
Syntic for Excel connects to your Syntic account — your Projects, your knowledge sources, and your AI Employees. Financial models you build in Excel can be saved to Syntic Projects. AI Employees with financial Skills can be dispatched from within the workbook. The analysis you do in Excel feeds back into the broader Syntic platform.
For finance teams already using Syntic Workforce: your AI Financial Analyst, your AI Bookkeeper, and your AI CFO Advisor are accessible from the Excel side pane. Dispatch a task to an AI Employee without leaving the workbook.
An AI Analyst in every workbook. For every analyst on your team.
Install individually from AppSource or have IT deploy across your Microsoft 365 tenant. Either way, every workbook your team opens has Syntic in the side pane — ready to write the formula, build the model, clean the data, and generate the narrative.