Excel · Beta

An AI finance analyst, inside Excel

Connect Snowflake, QuickBooks, NetSuite, and more, then ask questions in plain English right inside the worksheet. Scheduled sync and write-back are rolling out through the beta.

Runs inside Excel's own ribbon

No separate app to open. Brooked sits in the ribbon next to the tools you already use.

FileHomeInsertBrooked

Sync

Ask AI

Schedule

Audit

	A	B	C
1	Date	Source	Amount
2	Jul 18	Salesforce	$1,900
3
4
5

Query it without leaving the worksheet

The same AI analyst as Sheets: it writes the SQL and returns the answer in the worksheet.

Excel

Which region grew fastest this quarter?

APAC led at 34% growth.

SELECT region, SUM(revenue)

FROM sales GROUP BY 1

Core connectors, working today

Snowflake, QuickBooks, PostgreSQL, Salesforce, and more.

Brooked · Connect a sourceExcel

Snowflake

QuickBooks

PostgreSQL

What's working, what's next

A clear, honest look at what's live now and what's shipping next.

Finance tracker.xlsxB2

	A	B	C
1	Date	Source	Amount
2	Jul 18	NetSuite	$3,050
3
4
5

Manual imports: working today

Pull a source into the active worksheet on demand.

Excel

Summarize this quarter's expenses

Travel spend up 22% vs Q1.

SELECT category, SUM(amount)

FROM expenses GROUP BY 1

AI analyst: working today

Ask a question, get SQL and a plain-English answer.

FileHomeInsertBrooked

Sync

Ask AI

Schedule

Audit

	A	B	C
1	Date	Source	Amount
2	Jul 18	Salesforce	$1,900
3
4
5

Scheduled refresh: still rolling out

Unattended, on-a-schedule sync is in active development.

Brooked · Connect a sourceExcel

NetSuite

Salesforce

MySQL

Write-back: still rolling out

Pushing worksheet edits back to the source is next.

Built on the same foundation as Sheets

Same connectors, same AI analyst, same security model.

The Excel add-in reads from the same connector infrastructure as Google Sheets, so a source that works in one is being brought to the other, not rebuilt from scratch.

Brooked · Connect a sourceExcel