Claude for Excel: a cash-flow check on your open invoices
Archive · Issue of 28 August 2026
In one line: Claude for Excel is an add-in that puts Claude in a side panel inside Excel, where it can read your workbook, build formulas and tables, and explain each number. Use it if you keep your open-items export in Excel and want a weekly “who owes what, and when does cash get tight” view in minutes.
How we assessed this: vendor documentation and help pages. Last updated October 2026. Not yet hands-on tested.
The rest of this deep dive is for members
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- What it does
- Which plan you need
- Turn it on
- Three ways to use it in your business
- Limits and gotchas
- Swiss check
- Sources
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