Hanna Financial Intelligence for Excel

Your AI-powered companion for Excel. Hanna integrates directly into Microsoft Excel as a sidebar task pane and ribbon tab, allowing you to create, analyze, and modify spreadsheets using natural language.

1. Accessing Hanna

Once installed, you can access Hanna directly from your Excel ribbon:

Open Excel and navigate to the newly added Hanna tab on your ribbon.
Click Open Hanna to launch the AI chat sidebar (Task Pane) on the right side of your screen.
For quick formula generation without opening the full chat panel, you can click the AI Formula button.

2. Core Workflows

Hanna relies on natural language. You chat with it just like a human assistant.

Create from Scratch

You can ask Hanna to build entire spreadsheets for you.

Example: "Create a monthly budget tracker with income and expense categories, comparing expected vs. actual."

Edit & Format

Highlight a range of cells, or simply mention what you want to change, and ask Hanna to restructure, style, or format it.

Example: "Format this range as a professional SaaS dashboard, make headers bold, and highlight any negative numbers in red."

Formula Generation & Fixing

Ask Hanna to write complex formulas or fix broken ones. When you select a corrupted #REF! or #DIV/0! cell, Hanna can analyze the context to repair the calculation.

3. Key Interactive Features

Inside the task pane, Hanna has several specialized features to augment standard Excel use:

Smart Context: Hanna can read your current spreadsheet state (sheet names, cell values, used ranges) so you don't have to explain your data to it.
Multi-turn Memory: Ask follow-up questions. If it creates a table for you, you can say, "Now add a column for tax," and it will understand the context.
Formula Explainer: Select a cell with a confusing formula, and Hanna will break it down into plain English.
Error Scanner: Run a quick audit to find circular references, broken formulas, and inconsistencies across your workbook.
Data Cleaning: Ask Hanna to detect and fix duplicates, inconsistent text formatting, or missing values.
Undo/History Tracking: If Hanna does something you don't like, its actions are tracked so you can instantly roll back changes.
Voice Input: Instead of typing, use the microphone tool in the chat to speak your instructions.

4. Built-in Financial Templates

Hanna specializes in financial intelligence and includes several complex, pre-built financial models that you can generate with a single prompt. Try asking for:

Startup Runway Calculator: Instantly generates a model for monthly burn rates, cash reserves, and scenarios.
Three-statement Financial Model: A linked income statement, balance sheet, and cash flow statement with multi-year projections.
SaaS Metrics Dashboard: Tracks MRR, churn rate, LTV, and CAC with pre-configured trend charts.
Project Profitability Tracker: Calculates gross margins, overhead allocation, and variance against budget.
Real Estate Analyzer: Automatically calculates cap rates, NOI, cash-on-cash returns, and mortgage amortization.

Tip: You can customize any template after generation. Just tell Hanna what to change, e.g., "Add a column for Q5 projections" or "Change the currency to CAD."

5. Best Practices for Chat Prompts

To get the best results from Hanna, be specific about:

Layout: Where data should go (e.g., "Put months in columns B through M").
Calculations: What the math should accomplish (e.g., "Make sure the totals row sums up the categories dynamically").
Style: What aesthetic you want (e.g., "Use a professional minimalist theme with a dark blue header row").