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AI automation inside Excel.

Use the tables, formulas and charts your team already trusts without manually copying data between systems.

Workbook variance

An illustrative Microsoft Teams thread for Excel: Sarah L. asks, Horizon works through Excel and Microsoft Teams, and returns: A workbook variance and data-quality brief.
Excel · Productivity and collaboration
SL Sarah L.8:41 AM @Horizon, compare this month's workbook with the prior month and explain the largest movements and missing values.
HorizonAPP8:41 AMOn it. Checking Excel now.Approved Excel records checkedMissing items listed for follow-upCross-checked and compiled into one summary
A workbook variance and data-quality brief.

Cross-system reconciliation

An illustrative Microsoft Teams thread for Excel: Tom W. asks, Horizon works through Excel and Microsoft Teams, and returns: A cross-system Excel reconciliation.
Excel · Productivity and collaboration
TW Tom W.9:12 AM @Horizon, reconcile this client list with the approved CRM export and flag duplicates or unmatched records.
HorizonAPP9:12 AMOn it. Checking Excel now.Approved Excel records checkedCross-checked and compiled into one summary
A cross-system Excel reconciliation.

Change pack

An illustrative Microsoft Teams thread for Excel: Priya N. asks, Horizon works through Excel and Microsoft Teams, holds every change for review, and returns: An Excel change pack ready to approve.
Excel · Productivity and collaboration
PN Priya N.11:26 AM @Horizon, prepare the new rows, formulas and chart changes, but do not update the workbook until reviewed.
HorizonAPP11:26 AMOn it. You approve before anything is saved.The approved details read from this threadNothing saved in Excel until you approve
An Excel change pack ready to approve.
The connection

How does Horizon actually get into Excel?

Horizon connects through Excel's official API. Your team approves which records Horizon can use and what it may prepare before the build starts.

Microsoft TeamsYour team asks here
The official doorwayYour organisation approves access 01Seeapproved records02Prepareyour approval first03Startagreed trigger or schedule
ExcelYour approved records
01 · See

What Horizon can see

Approved online workbooks, worksheets, tables, ranges, formulas, named items, charts and supported workbook properties.

02 · Prepare

What Horizon can prepare

Horizon shows your team table rows, range values, formulas, formatting and supported chart changes for staff review before writing to a workbook.

03 · Start

How work can start

Horizon checks approved workbooks on an agreed schedule or when a surrounding workflow needs the latest figures.

What we confirmed about the Excel connection

  • Horizon can use the workbook's existing formulas rather than rebuilding every calculation elsewhere.
  • The supported route is for .xlsx workbooks stored in Microsoft cloud storage, not older .xls files on a local drive.
  • Changes can be prepared as a clear review pack before any rows, formulas or charts are updated.

Checked against official Excel information on .

Day to day

Use Excel without jumping between systems.

Excel stays in place as the software your team already uses. Your team asks in Teams, Copilot, Claude or ChatGPT, and Horizon answers with only the approved records that request needs.

We connect one workflow first, prove it with your team on real review steps, then expand.

Team lead8:42 AM “Compare this month's workbook with the prior month and explain the largest movements and missing values.” A workbook variance and data-quality brief.
Operations manager11:18 AM “Reconcile this client list with the approved CRM export and flag duplicates or unmatched records.” A cross-system Excel reconciliation.
Project manager3:06 PM “Prepare the new rows, formulas and chart changes, but do not update the workbook until reviewed.” An Excel change pack ready to approve.
Common questions

Using Horizon with Excel, answered.

What could our team ask Horizon to do with Excel?
Use the tables, formulas and charts your team already trusts without manually copying data between systems. Typical results include a workbook variance and data-quality brief, a cross-system Excel reconciliation, and an Excel change pack ready to approve.
Can our team use Excel from Microsoft Teams?
Yes, after the agreed access is approved. Your team asks Horizon in Teams, Horizon checks the approved Excel information and connected systems, then returns the answer or proposed action for review.
Can Horizon use Excel with Outlook, SharePoint or our other software?
Yes. We design one workflow around Excel and the other approved systems your team relies on, so the result can use the relevant information without staff opening each system separately.
Can Horizon prepare changes in Excel, not just answer questions?
Yes, where Excel supports the agreed action. Horizon prepares the change, shows it to the right person and applies it only under the permissions and review rules agreed for the workflow.
What would we start with in Excel?
We start with one useful, controlled request such as: @Horizon, compare this month's workbook with the prior month and explain the largest movements and missing values. The first version stays narrow enough to test with real staff and real review steps.
What access is needed before work starts?
A Microsoft 365 user or administrator approves the workbooks Horizon may use. OneDrive and SharePoint file permissions continue to control access.
Does Horizon replace Excel?
No. Excel remains the system your team uses. Horizon connects only the approved data and actions needed for the agreed workflow.
How does Horizon keep the Excel workflow safe?
We agree exactly which records, people and actions are in scope. We test one limited workflow with approved examples, keep important changes behind human review and expand only after the pilot is working properly.
The audit costs nothing

Put AI to work inside Excel.

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