ChatExcel

ChatExcel

AI table building turns invoice images...

4.0· Editor Rating

Editor Review

Register and sign in, then pick a module. The web app and the desktop app are not the same set of capabilities. AI Excel-Max on the web fits several workbooks when you name the fields to merge, the amounts to check, and whether you want Excel, Word, or PowerPoint. It tries to keep original formulas and layout, and lists duplicates, missing fields, and totals that do not agree. AI table building is for invoice images, PDFs, web links, and chat screenshots, and it can search a topic to fill columns; you still need to review sources. Direct database connections and local processing are in desktop Ultra. It fits finance, operations, and business staff who must turn multiple files into a report.

AI Tools Navigator Editorial TeamUpdated: 2026-10-09

What is ChatExcel

ChatExcel is the Yuankong data-office product from the Peking University ChatExcel team. The site puts AI Excel, AI PPT, and AI Word in one workflow. After registering, users upload spreadsheets, PDFs, Word files, images, or screenshots and say whether they need cleaning, checking, or a report. AI Excel-Max targets multiple files and complex formulas: it matches fields, keeps the original layout, and flags duplicates, missing values, and totals that do not agree. AI table building turns invoice images, web pages, and chat screenshots into tables, and can search a topic to fill missing columns. The desktop Ultra edition adds local processing, direct database connections, and refreshable boards.

Basic Info

Category:

Best For

Finance staff working across many workbooksOperations and sales teams who need reportsTeams organizing research or business materials

Difficulty: Intermediate

ChatExcel Key Features

  • Match and clean fields across files

    Recognizes structure and similar fields across workbooks to help merge files, align columns, and clean data.

  • Keep formulas and flag exceptions

    While keeping the original layout and formulas, it flags duplicates, missing fields, unusual amounts, and totals that do not agree.

  • Build tables from mixed materials

    Turns invoice images, PDFs, web pages, and chat screenshots into tables, then adds dimensions, sorts, or fills columns through chat.

  • Export reports and decks

    One analysis can export an Excel result, a Word report, and a PowerPoint deck. The desktop app can also build a refreshable board.

ChatExcel Key Advantages

  • AI Excel-Max can flag mismatched totals and duplicates while keeping original formulas and layout
  • Invoice images, PDFs, web links, and chat screenshots can be organized into one table
  • One conversation can request an Excel detail file, a Word report, and a PowerPoint deck
  • Desktop Ultra supports local processing and direct database connections, separate from web uploads

ChatExcel Use Cases

  • Finance checks across workbooks

    Finance uploads ledgers, budgets, and expense sheets together to check totals, formula references, and rows that do not match.

  • Turn screenshots into a table

    Operations uploads chat screenshots or invoice images, extracts products, amounts, and dates, and exports a detail table.

  • Sales review into a report

    After summarizing orders by product, store, and channel, generate an Excel detail file plus a Word or PowerPoint report.

Frequently Asked Questions

▶How do the web app and desktop app differ?

The web app centers on AI Excel-Max, AI PPT, and AI Word for uploads and for exporting tables, reports, and decks. Desktop Ultra is where local processing, direct database connections, long-term memory, and refreshable boards are described. Picking the wrong app means the database connection will not be there.

▶What if there is no spreadsheet yet?

AI table building accepts invoice images, PDFs, web links, or chat screenshots and extracts fields into a table. You can also give a topic for a search that fills columns, but the tutorial says to check sources. When business workbooks already exist, switch to AI Excel-Max for merges and exception lists.

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