Not just a chat that answers. An assistant that does the work in your sheet.

Your Excel, without the grunt work.

Claude Code for Excel is a guided service where an AI assistant does real Excel work in front of you. Unlike a chat that only answers, the tool opens the file on your own computer, reads it, and works on a copy from start to finish. You explain what you need, approve each step, and the original stays safe.

You describe in plain words what you need: to merge, to clean, to compare, to build a report. It gets done in front of you, on a copy of your file, and you approve every step.

Most people who work with Excel have never written a line of code in their life, and do not need to be technical at all. With Claude Code, an AI tool that sits on your own computer and works with your files, you explain in plain English what you want to do with the table, and it does it. You see every step, you approve, and there is always a way back.

No coding, no technical background Runs on your own computer You control what it sees Every action waits for approval Works on a copy, the original is safe
Sound familiar?

Know this kind of day? You are not alone. This is what a day looks like for someone who lives in spreadsheets.

01
🗂️

Files from every direction.

A file from the branch, a file from the supplier, a file from the old system. Each in a different layout, each with different headers. And you need one tidy table out of them all.

02
📋

Copy, paste, and again.

Hours of cut and paste between tabs. One hand slips, one row shifts, and the whole report no longer adds up.

03
👥

Duplicates the eye cannot catch.

The same customer twice, a phone number with an extra space, a name written two different ways. You know they are there, but finding them by hand is a nightmare.

04
⏱️

"Quick, pull me that report."

The same report, every week, every month. The exact same steps, over and over, on your time.

05
🧩

A formula no one remembers anymore.

A complicated formula someone wrote once, that breaks the moment you add a column, and no one is quite sure what it actually does.

06
😰

The fear of touching the real file.

One file that everyone works on, with no proper backup, and always the worry: what if I break something.

Every one of these is exactly the kind of work you can describe in words, and let it get done for you.
Still recognize yourself in this loop?

I wrote an open letter to everyone who still does it all by hand in spreadsheets, and feels there is no other way. No judgment, no jargon. Just an honest conversation about why it happens, and what can really change.

Read the letter →

What is Claude Code for Excel?

Today, when you use an AI chat like ChatGPT, it only answers, and you do everything else: copy, paste, download files, check, and hope it turned out right. That is a 2020 way of working: the chat talks, you do the work.

This is not ChatGPT, and it is a whole generation ahead. This is an agent way of working (an agentic workflow): the tool does not just answer, it opens the file on your own computer, reads it, works on it from start to finish, and shows you every step. You just explain what you need, in plain English, and approve. An assistant that does the work, not a chat that only talks.

💬

You talk normally.

"Merge these three files into one table for me, by customer number." That is it. No formulas, no menus.

👀

It works in front of you.

You see in real time what it is doing, step by step. Nothing happens out of sight.

You are in control.

Before any action that changes something, it stops and asks. You approve, or you say "no, do it this way."

Three simple steps. You talk, it works, you approve.

There is nothing to learn and nothing to install along the way. You explain in words what you need, the tool does the work on a copy, and you approve every step before it is saved.

01

You describe it in words

In plain English, the way you would explain it to a colleague. "Merge these files", "clean up duplicates", "build my monthly report".

02

It works on a copy, in front of you

The tool opens a copy of the file, does the work step by step, and shows you exactly what it is doing. The original is never touched.

03

You approve, and you check

Before every change it stops and asks for approval. At the end you get a color-coded check report showing what came out, and if something does not add up, you step right back.

A small example How one plain-English request becomes finished work
💬
You:

"Merge all the branch files into one table for me, by customer number, and flag rows with no phone."

⚙️
It:

Opens a copy, reads all the files, merges them into one table, marks in red every row with no phone.

You:

See the result and the check report, approve, and save. The original stays safe.

What you can ask it to do All of these happen on a copy of your file. The original stays clean until you are happy.

Merge tables from different sources into one clean sheet.

Files in different layouts, different headers, separate tabs. It all becomes one tidy table, by the rules you set.

Example request"Take the tabs from all the branches and merge them into one table, one row per customer."
Check data quality and produce a report.

It goes over the table and flags what is missing, what does not match, what looks suspicious. You get a check report with colors and a legend, instead of hunting for mistakes by eye.

Example request"Go over the list and flag every row with no phone, and write 'phone missing' in red."
Clean up and remove duplicates.

Extra spaces, the same name in two forms, the same row twice. It tidies and merges, by clear rules you approve up front.

Example request"Merge duplicates of the same customer, and keep the record with the most detail."
Convert between formats.

From that one tidy table, export several versions: one for your team, one for a system that imports data, one for the client. Same data, different arrangement, in one click.

Example request"From the merged table, prepare two versions for me: one with plain column names, and one in the format our system imports."
Build a report that repeats, and run it again whenever you want.

The monthly, weekly, or quarterly report. You explain once how it should look, and then you get it ready, over and over, with the exact same steps.

Example request"Build my monthly sales report, filtered by month, summarized by branch, sorted newest to oldest."
Compare two versions of a file and show what changed.

Excel cannot do this on its own, there is no "compare" button. It finds what changed between the old version and the new one, and shows you clearly.

Example request"Compare last month's file to this month's, and tell me which rows changed and what changed in them."
Calculate, summarize and sort without formulas.

Totals, groupings, sorts, filters. You say what you want to see, it builds the result. No formula to remember, no formula to break by accident.

Example request"Total up how many orders per customer for me, and sort from highest to lowest."
Turn a repeat task into a permanent tool.

Once something worked nicely one time, you can save it as a ready tool. Next time you just say "do this again on the new file", and it remembers all the rules.

Example request"Save all these steps, so next month we do it in one request."
Book a session on your own file

What a workday looks like, before and after The exact same task. Once on your own, once with an assistant that does the tedious part.

✗   On your own, by hand
  • You open ten tabs, copy and paste row by row.
  • You look for duplicates by eye, and miss half of them.
  • You rebuild the same report every month, from scratch.
  • You are afraid to touch the original file, because there is no backup.
  • If a formula breaks, an hour of detective work until you figure out what happened.
✓   With Claude Code for Excel
  • You explain in words what you need, and it merges into one clean table.
  • Duplicates are flagged and merged by rules you set.
  • The report is built once, then repeats in one click every month.
  • Everything runs on a copy, the original stays safe, with a backup before every change.
  • At the end you get a color-coded check report showing exactly what came out.

Three days of work that became hours A real project. Details changed to protect privacy.

A client of ours received a huge Excel file that had come in from different sources: each source on its own tab, dozens of tabs. Each tab was built a little differently: sometimes the header had spaces, sometimes not, sometimes the phone column was called "phone" and sometimes "alternate phone", sometimes a phone number was hiding inside a notes column, and sometimes data had been typed into the wrong column by mistake. Out of all that mess, he needed one tidy table, one row per record, ready to be imported into a system.

Doing it by hand is days of work, and even then full of mistakes: a record that gets dropped, a phone that slips through, the same name counted twice.

Instead, we explained the rules in words: one row per record, names sorted and merged without duplicates, phone numbers gathered from the notes columns too, but only if there really was a number there, and if a record had no phone at all, write "phone missing" in red.

The result: one tidy table, and alongside it a check report that color-marks every mismatch between what came out and what was supposed to come out, with a clear legend. And this is the important part: the AI caught exactly the mistakes the eye misses, a field that had been typed into the wrong column by mistake, a hidden duplicate, a missing value. Wherever there was a gap, we saw why right away, and nothing disappeared quietly.

What would have taken days, got done in hours. And without touching the original file, which stayed safe the whole way through.

Dozens of tabs in different layouts merged into one tidy table
100% match on the identifier fields of every record
99% match on the names that were merged
Days → Hours time spent on the project
In color a check report that catches every mismatch
We did not pretend everything was perfect.

Wherever there was a real difference between the files, the tool pointed to it precisely, so a person could decide what is right. You always stay the owner.

Who is this for?

✓   For you, at your screen

A finance person, an operations manager, an accountant, a small business owner, anyone whose main work tool is Excel.

  • You install it yourself in minutes.
  • You sit down for a guided session, and together do real work on a real file of yours.
  • You come out with your file sorted, and with the ability to do it again on your own.
✓   For your team

Finance, operations, data, collections, HR. A team where everyone is drowning in the same spreadsheets.

  • IT installs it once for all workstations, with a recommended permissions file that makes sure nothing runs without approval.
  • Group sessions around a real process your team actually does.
  • You turn the monthly report or the data merge into something fast and repeatable.

How to start Two tracks: one for an individual, one for an organization.

What you need up front: an active Claude account with your own Claude Pro or Max subscription, from $20 a month. We guide you through connecting it the first time.
Two tracks
Installed in minutes, on your own
On your own at your screen, with no technical knowledge.
01
Install in one click, through our free installer.
The install is fully explained, step by step, on the install site, including connecting your account. Nothing technical to understand, the installer does it all.
02
Book a guided session, and start working on a real file of yours.
Organization
IT installs, the team works
One centralized install, for all workstations.
01
IT installs the tool on the workstations, through that same free installer.
The install is fully explained on the install site. It also includes Python, a small building block the tool needs in order to work with the files.
02
IT adds a recommended permissions file that Noam provides.
A small settings file that pre-approves exactly the recommended actions, so nothing risky runs on its own, and the team is not flooded with approval prompts for every routine action.
03
Book group sessions, take a real team process and turn it into something fast and repeatable.
A note for IT: the recommended permissions file is a simple settings file (settings.json) that Noam provides. It pre-approves only the safe actions, so the team works smoothly, and sensitive actions still stop and ask for approval.

Write code yourself, or work with VBA macros? There is also a version for developers: VBridge Agent →

Ready to start?

A guided session, on a real file of yours, in plain, simple language.

  • A guided session on a real file of yours.
  • You come out with a sorted file and a repeatable tool.
  • Support in plain, simple language.
Book a session on Upwork →

Or write to us: noambbb@gmail.com

Your file is safe. Always.

🔒You decide what the tool sees.

The tool runs on your machine and works on a copy, but to do the work, the content it reads is sent to the AI (Anthropic) for processing, just like any cloud service. In other words, whatever it sees leaves your machine, so sensitive data is anonymized in advance (names and identifying numbers are replaced with neutral placeholders), and you decide what goes in.

Every action waits for your approval.

Before every step that changes something, the tool stops and asks. You approve, or you stop.

📄Works on a copy, not the original.

Your real file stays clean. If something does not come out the way you wanted, the original is not harmed.

↩️There is always a way back.

A backup is saved before a change. A mistake? You step one back.

Before you start, about sensitive information

The information the tool reads is sent to the AI for processing, exactly like any cloud service, so the decision about what is sensitive enough to hide or anonymize is yours, following your organization's policy and privacy laws. Truly sensitive information that does not have to be there, passwords, credit card details, ID numbers, payroll data, should be taken out in advance. Bank data or a government information system are a different story that calls for extra care. We guide you on how to do it right during the session.

For managers: why it is worth it

Most management teams do not see it. The team burns hours every week on manual Excel work that shows up in no report: merging tables, cleaning, re-typing, assembling reports. That is expensive time that vanishes quietly, and because of it there is pressure to hire more and more people instead of making the people you already have several times faster. You are not buying two hours of someone's time, you are buying that time back. Here is the math.

⏱️Time that comes back, every month

An employee who wastes a day or two a month on merging, cleaning and preparing reports frees those hours for the work that really needs them.

🎥An asset, not a one-off expense

The session is recorded and stays with you. The whole team learns from it, and so does every future employee, without paying again. The cost per person keeps dropping over time.

Fewer errors, less risk

Manual spreadsheet work is a source of costly mistakes in reports that decisions are made on. A process that checks and validates itself brings that risk down.

🚀Reports in hours, not days

"Pull me that report" goes from days to hours. Decisions get made faster, and deadlines stop being a nightmare.

👥Another hire, or the same team several times over

When the load grows, the old way calls for another hire and another salary. Instead, the same people who already know your data deliver several times more. One session can swallow work worth a full position, with no developer and no expensive software project.

🛡️Low risk to try

It runs on your machines, on a copy, and everything is reversible. IT controls the permissions, the installer is code-signed, and you decide what data the tool sees.

The math in one line

Say one employee, two days a month on manual Excel work. A single half-day, $1,600, including a recording for the whole team, pays for itself within weeks, and keeps saving time every month after. Split across a team of eight, that is $200 per person, for a capability that stays yours forever.

Pricing A clear price up front. One track for an individual, one for a company.

Not sure? Start with one session on a real file of yours, and see it work. A small step, no commitment.

Individual
2 hours over Zoom $500
Half day better value $800

For your own personal use, a one-on-one session on your own work.

Company / organization
2 hours over Zoom $1,000
Half day better value $1,600

Any number of employees, including a recording of the session for internal use in the company, so new employees learn from it too.

An on-site session at your place is half-day only. 2 hours are available over Zoom. Half day is available over Zoom or on-site, at the same price.

Why the company price is different: you are not buying two hours, you are getting an asset. The whole team learns, and you keep the recording and train every future employee with it. A half day split across a team of eight comes to $200 per person, for a capability that saves each of them days every month. It pays for itself within weeks.

The individual price is for personal use only. Business use, team training, or distribution inside a company require the company track.

You also need your own Claude Pro or Max subscription, from $20 a month.

Honest questions and answers

I am not technical, this is not for me.

+
This is exactly for you. You do not write anything technical. You explain in plain English what you need, the way you would explain it to a colleague. The tool handles the technical part.

Do I have to type commands or code?

+
No. You write your request in your own words, in plain language, the way you would explain it to a colleague: "merge these files for me," "flag the duplicates." There are no commands to memorize and no code to write. If the screen looks like a programmer's for a moment, that is just the window, what you do in it is an ordinary conversation in your own words.

I already have ChatGPT and that is enough for me.

+
ChatGPT is a chat: it gives you advice or a formula, and you still do all the work, copy, paste, check. That is the 2020 way. Here we are talking about something more advanced, an agent way of working (an agentic workflow): the tool itself opens the file, does the work in front of you from start to finish, and shows you every step. This is not another chat, it is an assistant that does the work.

I am afraid it will break my file.

+
It works on a copy, not on the original, and a backup is saved before every change. Your real file is never at risk at any point.

Does it work with the Excel files I already have?

+
Yes. It works on the files you already have, as they are, with no special format and no new version of Excel. The tool reads your existing file, works on a copy of it, and gives you a result in the same format. Messy or old files included.

My data is confidential. Where does it go?

+
Let's start with the truth: to do the work, the content the agent reads is sent for processing to Anthropic's servers (the company behind the tool), exactly like any cloud service. In other words, whatever the agent sees leaves your machine, so sensitive content carries a real leak risk that has to be taken seriously. That is why the logic is simple: you decide what the agent sees. The tool works on a copy, and sensitive information is anonymized in advance, meaning names, ID numbers and account numbers are replaced with neutral placeholders, so the agent works on the structure and the numbers without the identifying details. You set the sensitivity level by your organization's policy and privacy laws. Bank data or a government information system call for special care, and we guide you on how to anonymize properly in the session.

It is probably complicated to install.

+
For an individual: a free installer, one click, a few minutes, no technical knowledge needed. For an organization: IT installs it once for everyone.

What if it makes a mistake?

+
It stops and asks for approval before any action that changes something, and at the end it produces a check report that color-marks every mismatch. You see it and decide, always.

I am a small business, or I work alone. Is it worth it for me?

+
If you waste hours a month on the same repetitive spreadsheet work, one session usually pays for itself. After that, you are self-sufficient and do it yourself.

Why pay, instead of figuring it out myself with YouTube?

+
You can do it on your own, but on YouTube most tutorials are aimed at professional developers. They push you toward heavy tools like VS Code, which are unnecessary complication for someone who does not write code and will only get you tangled up, so it turns into months of trial and error. I have set up a quick-install environment for you, with no tedious tutorials and no technical nonsense you do not need. In the session I show you the best way to work with the tool, tailored to your exact files and processes, in the environment where the tool is strongest, with its full native capabilities, and user-friendly. You leave with a ready tool that keeps working long after we are done.

What if I get stuck after the session?

+
You are not left on your own. The tool we build together keeps working after the session ends, and it is yours. If something gets stuck, or you want to add another process, you can come back to me for a quick question or a short follow-up session. The goal is for you to walk away self-sufficient, not dependent.

Let us get your spreadsheets sorted

Tell us in a sentence what the mess is, and book a session. The file comes out sorted.

Support in plain, simple language. No commitment, no jargon.

Book a Session →