Free templates, real MIS builds, and hands-on tutorials on Claude for Excel, Gemini in Sheets and Copilot — the same Excel-and-automation craft that quietly grew into 7AM & Realtime CFO™. Data first, always. AI only touches what's already verified. Start here, no matter what stage your Excel is at.
A ₹37 crore fundraising model, an oil & gas sampling manifest, a manufacturing company's entire MIS pipeline, a payroll TDS engine for dozens of employees — every one of them began life as a messy Excel file. 22 years of fixing exactly that is what earned trust long before "Finance OS" existed as a word. This page is that craft, given away freely.
Plenty of people teach "AI in Finance" in the abstract. Almost nobody shows the exact, cell-by-cell mechanics inside a real financial model — across whichever tool you actually use. That's the gap this series fills.
Cell-level citations, formulas that stay intact when assumptions change, debugging #REF!/#VALUE!/circular references, and full models built from templates — natively inside Excel.
Formula building and fixes, trend and pattern analysis, charts and pivot tables from a prompt, and context pulled straight from Drive and Gmail.
Formulas and calculations across sheets, editable charts and PivotTables, insights with trends and outliers, and web data pulled in with citations.
How Claude for Excel finds and fixes the errors that used to take an afternoon of manual tracing — with cell-level citations you can click straight to.
A walkthrough on a real fundraising-style model: update growth or cost assumptions and watch every dependency stay intact.
Turning a raw Tally/ERP trial balance into a clean management summary — the exact task behind most of the MIS work in this practice.
Honest note: Claude for Excel doesn't run macros/VBA and isn't a substitute for review before a final deliverable — it's shown here exactly as it is, limits included.
VBA and Zerodha's API, wired into a live NSE data feed — buy/sell/freeze trading functions, real-time price movement, and running Hindi + English commentary, in a spreadsheet, before Excel 365's dynamic-array functions even existed. Not a template. Not a mockup. A working trading application, built the same way every free resource on this page is: cell by cell, from scratch.
The Excel-first starter kit. Deeper paid versions, plus Power BI, Google Sheets and automation kits, live on the full Templates & Automation Kits page.
A basic GSTR-2B vs Purchase Register matcher — flags mismatches so you stop discovering them at filing time.
A ready-made monthly MIS shell — trial balance in, a clean management summary out, no macros required.
The finance documents, reconciliations and clarity checks investors actually ask for — built for founders preparing for a seed or growth round.
Where it starts — 22+ years of Excel, MIS and financial modeling, now with Claude for Excel. You're here.
When a spreadsheet needs to become a live dashboard your whole team can see.
Step 1 of 4 — Excel. Once your data is clean, the natural next step is seeing it as a dashboard, not just a document.
Next Step: Dashboards & Reports →The same Excel logic taught above, built into a free tool. Enter your numbers or upload a CSV and see exactly where your profit is stuck as cash.
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