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AI

AI Data Analysis

Tools whose core is an AI model that analyses spreadsheets and data files: you ask in plain language, and it answers with numbers, tables, charts or formulas. Every tool below is measured against the same criteria, in the same order, and one of them matters more here than anywhere else: whether a result can be traced back to the rows and cells it came from. A spreadsheet or business intelligence tool that has added an AI assistant does not belong here; take the model away, and a tool in this category no longer does its job.

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5tools

  • Better Analyst

    Price Free plan; Pro from 20 US dollars / month

    Not rated yet

    Formerly Formula Bot: ask questions of uploaded files and connected data sources, and get charts with the SQL or Python behind them.

    Strengths

    • Over twenty built-in connectors, from GA4 and Google Ads to Snowflake, BigQuery and Salesforce
    • Each answer shows the SQL or Python that produced it
    • Chat, charts and dashboards do not use AI credits on paid plans
    • Team plan includes 5 people and free dashboard viewers who see only their permitted rows
    • Alerts can be previewed against the last 30, 60 or 90 days before they are saved

    Limitations

    • Free plan is limited to 10 chat messages a month and one data source
    • Bulk work such as PDF conversion and row enrichment draws on a monthly credit allowance
    • Per-member data access, Projects and the Slack agent need the Team plan
    • SSO, SCIM and audit log export need a custom Enterprise contract
    • No file size or row limits are published
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  • Powerdrill

    Price Free plan; Pro from 199 US dollars / year

    Not rated yet

    AI data analysis workspace that answers plain-language questions about files and databases with charts, reports and slides.

    Strengths

    • Free plan with 1,000 credits refreshed every day
    • Connects MySQL and PostgreSQL databases as well as CSV, TSV and Excel files
    • Builds reports and slides from an analysis in the same workspace
    • Documented REST API for datasets, data sources and jobs

    Limitations

    • Usage is metered in credits on every plan
    • No price for monthly billing is shown on the pricing page
    • File size and row limits are not published
    • The privacy notice does not state where uploaded data is stored
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  • Numerous.ai

    Price From 8 US dollars / month

    Not rated yet

    ChatGPT as spreadsheet functions in Google Sheets and Excel, for categorizing, summarizing and writing formulas cell by cell.

    Strengths

    • Works as ordinary spreadsheet functions that can be dragged down a column
    • =INFER applies a pattern taught with 4 or 5 examples to the remaining rows
    • Generates formulas from plain English and explains existing ones
    • No OpenAI API key needed
    • Remaining tokens are kept after cancelling, according to the vendor

    Limitations

    • Usage is capped by a monthly allowance of ChatGPT characters per plan
    • The Personal plan is limited to a single user
    • Results are written into cells; the website describes no charts or dashboards
    • No API or integrations beyond the two spreadsheet apps are described
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  • Jolene.pro

    Price Free plan with 2,000 credits per month

    Not rated yet

    Ask Excel and CSV files questions in plain English and get answers that cite the rows behind them.

    Strengths

    • Each chart links back to the tabs, ranges, row count and calculation steps it came from
    • Detects multiple tables on one sheet and works across multi-tab workbooks
    • Saves the analysis steps and reruns them on next month's version of the file
    • Free plan with 2,000 credits a month and no payment required
    • Shared dashboards open as read-only links without a viewer account

    Limitations

    • No paid plan or price per credit is published
    • Only Excel and CSV uploads are described; the website names no database or live data connectors
    • The website links no privacy policy or terms of service
    • Shared links are snapshots and do not follow later changes to the file
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  • Shortcut AI

    Price Free plan; Pro from 100 US dollars / month

    Not rated yet

    AI agent that builds, edits and analyses Excel workbooks for finance teams, with source notes back to the filings.

    Strengths

    • Free plan with 20 credits a week across web, desktop, Excel and Google Sheets
    • Cell notes link a figure to the source file and page it came from
    • Works inside Excel as an add-in and also without Excel in the browser
    • Platform API for unattended spreadsheet jobs from the Pro plan

    Limitations

    • Every request spends credits, typically 2 to 15 per message by the vendor's figure
    • Pro and Teams prices are shown only for annual billing
    • Model training on conversations is on by default for Pro and Teams accounts
    • The deepest Excel features, including VBA, need the desktop app on Windows
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