Hanna Financial Intelligence for Excel

1. Getting Started

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.

Installation & Setup

Install the Hanna add-in from the Microsoft Office Add-ins store or via your organization's admin deployment.
Restart Excel if prompted. You should see a new Hanna tab appear in your ribbon.
Click Open Hanna to launch the AI chat sidebar (Task Pane) on the right side of your screen.
Sign in with your account or create a new one to get started.

Quick Access Options

Hanna Tab: Click Open Hanna in the ribbon to launch the full chat panel.
AI Formula Button: For quick formula generation without opening the full chat panel, click the AI Formula button directly from the ribbon.

2. Core Workflows

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

Create from Scratch

Ask Hanna to build entire spreadsheets for you.

Example: "Create a monthly budget tracker with income and expense categories, comparing expected vs. actual."
Example: "Build a sales pipeline tracker with stages, probabilities, and expected revenue."

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."
Example: "Add alternating row colors and freeze the header row."

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.

Example: "Write a VLOOKUP formula that matches product IDs from Sheet2 and returns the price."
Example: "Fix this broken formula in cell D5."

Data Analysis & Insights

Ask Hanna to analyze your data and provide summaries, trends, or recommendations.

Example: "Summarize the sales data in this sheet by region and quarter."
Example: "What are the top 5 expense categories this month?"

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.
Chart Generation: Ask Hanna to create charts and visualizations from your data directly within Excel.

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.
Invoice Generator: Creates professional invoices with automatic tax calculations and payment tracking.
Loan Amortization Schedule: Generates detailed payment schedules with principal/interest breakdowns.
Budget vs. Actuals Report: Compares planned vs. actual spending with variance analysis and visual indicators.

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").
Scope: Be clear about which cells, sheets, or ranges you're referring to.
Context: Select the relevant cells before asking Hanna to work on them for faster, more accurate results.

Pro Tip: You can chain multiple instructions in a single message. For example: "Create a revenue forecast table in Sheet1, add a pie chart below it, and format everything with a blue corporate theme."

6. Subscription Plans

Hanna Pro ($9.99/month CAD): 250,000 tokens per week, access to all templates, formula assistance, and chart generation.
Hanna ProMax ($19.99/month CAD): Unlimited tokens, priority processing, all Pro features plus advanced financial modeling and priority support.

Note: If you exceed your weekly token limit on the Pro plan, you can upgrade to ProMax at any time from the Settings panel within Hanna.

7. Frequently Asked Questions

How do I open Hanna?

Click the "Hanna" tab in the Excel ribbon, then click "Open Hanna" to launch the sidebar chat panel.

What can Hanna do?

Hanna can generate formulas, analyze data, create and format spreadsheets, build financial models, generate charts, clean data, explain formulas, and much more — all through natural language.

Is my data secure?

Yes. Your spreadsheet data is processed in real-time and is not stored beyond your current session. All data is hosted in Canada and transmitted using encrypted connections. See our Privacy Policy for full details.

Can Hanna work with existing spreadsheets?

Absolutely. Hanna can read your current spreadsheet state, including all sheet names, cell values, formulas, and formatting. Simply describe what you want to change.

What if Hanna makes a mistake?

All Hanna's actions are tracked with undo/history support. You can use Excel's built-in Undo (Ctrl+Z) or ask Hanna to roll back the last change.

Can I use voice input?

Yes. Click the microphone icon in the Hanna chat panel to dictate your instructions instead of typing.

How do I cancel my subscription?

You can manage your subscription from the Settings panel within Hanna, or contact us at zeeshan@thesolutionerslabs.ca for assistance.

Which versions of Excel are supported?

Hanna supports Excel on Windows (Excel 2016 and later), Excel on the web (Office 365), and Excel for Mac. The add-in requires an active internet connection.

8. Troubleshooting

Hanna tab not showing in ribbon

Restart Excel completely and check the ribbon again.
Go to File > Options > Add-ins and ensure Hanna is listed and enabled.
If using a managed deployment, contact your IT administrator.

Chat panel not responding

Check your internet connection — Hanna requires an active connection to process requests.
Close and reopen the task pane by clicking "Open Hanna" again.
Clear the chat history and try again.

Formulas not applying correctly

Select the target cells before asking Hanna to write a formula for more accurate placement.
Be specific about cell references and sheet names in your prompt.
If a formula has an error, select the cell and ask Hanna to "fix this formula."

9. Contact Support

If you need further assistance or have any questions, our team is here to help.

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Email Support

zeeshan@thesolutionerslabs.ca

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Website

gemxl.thesolutionerslabs.ca

We aim to respond to all support inquiries within 24 business hours.