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Crunched is an AI-powered Excel add-in designed specifically for advisors and investors. It acts as your collaborative AI assistant, helping you produce faster, smarter, and more precise deliverables directly within Excel.

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What is an Excel Add-in?

An Excel add-in is a software extension that integrates additional features and functionality into Microsoft Excel. Crunched appears as a side-panel chat in Excel, allowing you to interact with AI without leaving your spreadsheet. You can:
  • Ask questions about your model
  • Request error checks
  • Build formulas and models
  • Upload documents for data extraction
  • And much more - all while staying in your Excel workflow
Check out the Installation guide to set up Crunched in your Excel workbook.

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Think of Crunched as Your Brilliant New Hire

Crunched is like a brilliant (but very new) new hire. Crunched does not remember messages from closed chats/threads, and performs best with specific instructions.
Don’t hesitate to use Crunched on your live client models. Every change Crunched makes can be instantly reversed by clicking the “undo” button at the end of your last message, giving you complete control and peace of mind when experimenting or iterating.

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What Crunched Can Do

Crunched helps you with daily Excel tasks across three main categories:

Reviewing & Validating

Run error-checks and understand model structure

Editing & Building

Create formulas and build models from scratch

Gathering Information

Extract data from PDFs, import files, and research online