Yet more evidence of the bubble burst being imminent. If any of these companies really had some almost-AGI system internally, they wouldn’t be spending any effort making f’ing Excel plugins. Or at the very least, they’d be writing their own Excel because AI is so amazing at coding, right?
Gemini already has its hooks in Google Sheets, and to be honest, I've found it very helpful in constructing semi-complicated Excel formulas.
Being able to select a few rows and then use plain language to describe what I want done is a time saver, even though I could probably muddle through the formulas if I needed to.
It’s interesting to me that this page talks a lot about “debugging models” etc. I would’ve expected (from the title) this to be going after the average excel user, similar to how chatgpt went after every day people.
I would’ve expected “make a vlookup or pivot table that tells me x” or “make this data look good for a slide deck” to be easier problems to solve.
I'm excited to see what national disasters will be caused by auto-generated Excel sheets that nobody on the planet understands. A few selections from past HN threads to prime your imagination:
George Hotz said there's 5 tiers of AI systems, Tier 1 - Data centers, Tier 2 - fabs, Tier 3 - chip makers, Tier 4 - frontier labs, Tier 5 - Model wrappers. He said Tier 4 is going to eat all the value of Tier 5, and that Tier 5 is worthless. It's looking like that's going to be the case
What is with the negativity in these comments? This is a huge, huge surface area that touches a large percentage of white collar work. Even just basic automation/scaffolding of spreadsheets would be a big productivity boost for many employees.
My wife works in insurance operations - everyone she manages from the top down lives in Excel. For line employees a large percentage of their job is something like "Look at this internal system, export the data to excel, combine it with some other internal system, do some basic interpretation, verify it, make a recommendation". Computer Use + Excel Use isn't there yet...but these jobs are going to be the first on the chopping block as these integrations mature. No offense to these people but Sonnet 4.5 is already at the level where it would be able to replicate or beat the level of analysis they typically provide.
Non-reproducability is the biggest issue here. You deliver a report in 5 minutes to CFO, he comes back after lunch, gives you updated data to adjust a bit of a report and 5 minutes later gets a new report that has some non related to update number changed and asks why? what do you do?
> No offense to these people but Sonnet 4.5 is already at the level where it would be able to replicate or beat the level of analysis they typically provide.
If this is true then why your wife is going to be happy about it? I found it really hard to understand. Do you prefer your wife to be jobless and her employer happily cut costs without impacting productivity? Even if it just replaces the line workers, do you think your wife is going to be safe?
Excel and AIs are huge clusterfucks on their own, where insane errors happens for various reasons. Combine them, and maybe we will see improvement, but surely we will see catastrophic outcomes which could not only ruin the lives of ordinary people, whole companies and countries, as already happened before...
This is going to be massive if it works as well as I suspect it might.
I think many software engineers overlook how many companies have huge (billion dollar) processes run through Excel.
It's much less about 'greenfield' new excel sheets and much more about fixing/improving existing ones. If it works as well as Claude Code works for code, then it will get pretty crazy adoption I suspect (unless Microsoft beats them to it).
As an inveterate Excel lover, I can just sense the blinding pain wafting off the legions of accountants, associates, seniors, and tech people who keep the machine spirits placated.
lies, damn lies, statistics, and then Excel deciding cell data types.
I guess Claude maybe useful for finding errors in large Excel Workbooks.
May also help beginners to learn the more complex Excel functions (which are still pretty easy).
But if you are proficient at building Excel models I don't see any benefit.
Excel already has a superb very efficient UI for entering formulas, ranges, tables, data sources etc I'm sceptical that a different UI especially a text based one can improve on this.
I'm not excited about having LLMs generate spreadsheets or formulas. But, I think LLMs could be particularly useful in helping me find inconsistent formulas or errors that are challenging to identify. Especially in larger, complex spreadsheets touched by multiple people over the course of months.
Cool but now companies POs will be like "you must add the Excel export for all the user data!" and when asked why, will basically be "so I can do this roundabout query of data for some number in a spreadsheet using AI (instead of just putting the number or chart directly in the product with a simple db call)"
IMO, a real solution here has to be hybrid, not full LLM, because these sheets can be massive and have very complicated structures. You want to be able to use the LLM to identify / map column headers, while using non-LLM tool calling to run Excel operations like SUMIFs or VLOOKUPs. One of the most important traits in these systems is consistency with slight variation in file layout, as so much Excel work involves consolidating / reconciling between reports made on a quarterly basis or produced by a variety of sources, with different reporting structures.
Disclosure: My company builds ingestion pipelines for large multi-tab Excel files, PDFs, and CSVs.
I have just launched a product (easyanalytica.com) to create dashboards from spreadsheets, and Excel is on my to-do list of formats to be supported. However, I'm having second thoughts. Although, from the description, it seems like it would be more helpful on the modeling side rather than the presentation side. I guess I'll have to wait until it's publicly available
Seems everyone is speculating features instead of just reading TFA which does in fact list features:
- Get answers about any cell in seconds:
Navigate complex models instantly. Ask Claude about specific formulas, entire worksheets, or calculation flows across tabs. Every explanation includes cell-level citations so you can verify the logic.
- Test scenarios without breaking formulas:
Update assumptions across your entire model while preserving all dependencies. Test different scenarios quickly—Claude highlights every change with explanations for full transparency.
- Debug and fix errors:
Trace #REF!, #VALUE!, and circular reference errors to their source in seconds. Claude explains what went wrong and how to fix it without disrupting the rest of your model.
- Build models or fill existing templates:
Create draft financial models from scratch based on your requirements. Or populate existing templates with fresh data while maintaining all formulas and structure.
Anthropic is in a weird place for me right now. They're growing fast , creating little projects that i'd love to try, but their customer service was so bad for me as a max subscriber that I set an ethical boundary for myself to avoid their services until such point that it appears that they care about their customers whatsoever.
I keep searching for a sign, but everyone I talk to has horror stories. It sucks as a technologist that just wants to play with the thing; oh well.
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[ 2.1 ms ] story [ 74.1 ms ] threadOnly a matter of time before someone does it though.
Being able to select a few rows and then use plain language to describe what I want done is a time saver, even though I could probably muddle through the formulas if I needed to.
I would’ve expected “make a vlookup or pivot table that tells me x” or “make this data look good for a slide deck” to be easier problems to solve.
Thousands of unreported COVID cases: https://news.ycombinator.com/item?id=24689247
Thousands of errors in genetics research papers: https://news.ycombinator.com/item?id=41540950
Wrong winner announced in national election: https://news.ycombinator.com/item?id=36197280
Countries across the world implement counter-productive economic austerity programs: https://en.wikipedia.org/wiki/Growth_in_a_Time_of_Debt#Metho...
My wife works in insurance operations - everyone she manages from the top down lives in Excel. For line employees a large percentage of their job is something like "Look at this internal system, export the data to excel, combine it with some other internal system, do some basic interpretation, verify it, make a recommendation". Computer Use + Excel Use isn't there yet...but these jobs are going to be the first on the chopping block as these integrations mature. No offense to these people but Sonnet 4.5 is already at the level where it would be able to replicate or beat the level of analysis they typically provide.
Just as with copilot, this combines LLM's inability to repeatably do math correctly with peoples' overassurance in LLM's capabilities.
If this is true then why your wife is going to be happy about it? I found it really hard to understand. Do you prefer your wife to be jobless and her employer happily cut costs without impacting productivity? Even if it just replaces the line workers, do you think your wife is going to be safe?
I don't get it.
Excel and AIs are huge clusterfucks on their own, where insane errors happens for various reasons. Combine them, and maybe we will see improvement, but surely we will see catastrophic outcomes which could not only ruin the lives of ordinary people, whole companies and countries, as already happened before...
I think many software engineers overlook how many companies have huge (billion dollar) processes run through Excel.
It's much less about 'greenfield' new excel sheets and much more about fixing/improving existing ones. If it works as well as Claude Code works for code, then it will get pretty crazy adoption I suspect (unless Microsoft beats them to it).
lies, damn lies, statistics, and then Excel deciding cell data types.
Disclosure: My company builds ingestion pipelines for large multi-tab Excel files, PDFs, and CSVs.
- Get answers about any cell in seconds: Navigate complex models instantly. Ask Claude about specific formulas, entire worksheets, or calculation flows across tabs. Every explanation includes cell-level citations so you can verify the logic.
- Test scenarios without breaking formulas: Update assumptions across your entire model while preserving all dependencies. Test different scenarios quickly—Claude highlights every change with explanations for full transparency.
- Debug and fix errors: Trace #REF!, #VALUE!, and circular reference errors to their source in seconds. Claude explains what went wrong and how to fix it without disrupting the rest of your model.
- Build models or fill existing templates: Create draft financial models from scratch based on your requirements. Or populate existing templates with fresh data while maintaining all formulas and structure.
I keep searching for a sign, but everyone I talk to has horror stories. It sucks as a technologist that just wants to play with the thing; oh well.