Introducing ChatGPT for Excel and new financial data integrations

📰 OpenAI News

OpenAI introduces ChatGPT for Excel and new financial data integrations to enhance finance workflows

intermediate Published 5 Mar 2026
Action Steps
  1. Use ChatGPT for Excel to build and update spreadsheet models
  2. Integrate financial data from trusted sources like FactSet and Dow Jones Factiva
  3. Leverage GPT-5.4 for advanced financial reasoning and modeling
  4. Automate tasks like data extraction and long-form research with ChatGPT
Who Needs to Know This

Finance teams and professionals can benefit from ChatGPT for Excel to automate tasks and improve productivity, while data scientists and analysts can leverage the new financial data integrations for better insights

Key Insight

💡 ChatGPT for Excel and new financial data integrations can help finance teams automate tasks and improve productivity

Share This
💡 Boost finance productivity with ChatGPT for Excel and new financial data integrations!

Key Takeaways

OpenAI introduces ChatGPT for Excel and new financial data integrations to enhance finance workflows

Full Article

# Introducing ChatGPT for Excel and new financial data integrations | OpenAI

[Skip to main content](https://openai.com/index/chatgpt-for-excel#main)

[](https://openai.com/)

* [Research](https://openai.com/research/index/)
* Products
* [Business](https://openai.com/business/)
* [Developers](https://openai.com/api/)
* [Company](https://openai.com/about/)
* [Foundation(opens in a new window)](https://openaifoundation.org/)

[Try ChatGPT(opens in a new window)](https://chatgpt.com/)

* Research
* Products
* Business
* Developers
* Company
* [Foundation(opens in a new window)](https://openaifoundation.org/)

[Try ChatGPT(opens in a new window)](https://chatgpt.com/)

OpenAI

Table of contents

* [An AI model optimized for finance workflows](https://openai.com/index/chatgpt-for-excel#an-ai-model-optimized-for-finance-workflows)
* [ChatGPT for Excel in beta: build, update, and analyze spreadsheet models directly in your workbook](https://openai.com/index/chatgpt-for-excel#chatgpt-for-excel-in-beta-build-update-and-analyze-spreadsheet-models-directly-in-your-workbook)
* [Financial data integrations in ChatGPT](https://openai.com/index/chatgpt-for-excel#financial-data-integrations-in-chatgpt)
* [Security, governance, and control](https://openai.com/index/chatgpt-for-excel#security-governance-and-control)
* [Customer impact](https://openai.com/index/chatgpt-for-excel#customer-impact)
* [Looking ahead](https://openai.com/index/chatgpt-for-excel#looking-ahead)

March 5, 2026

[Product](https://openai.com/news/product-releases/)

# Introducing ChatGPT for Excel and new financial data integrations

Use ChatGPT in Excel to build, update, and analyze spreadsheets faster, and new integrations in ChatGPT for financial workflows.

[Contact sales](https://openai.com/contact-sales/)[Get started](https://chatgpt.com/apps/spreadsheets/)

Share

Today, we’re introducing [**ChatGPT for Excel**⁠(opens in a new window)](https://chatgpt.com/apps/spreadsheets/) in beta, an Excel add-in that brings ChatGPT directly into workbooks to help build and update models, run scenarios, and generate outputs based on cells and formulas. Powered by GPT‑5.4, it helps users do more in Excel, supports power users in moving faster, and can improve consistency across teams.

We’re also adding **financial data integrations directly in ChatGPT**for FactSet, Dow Jones Factiva, LSEG, Daloopa, S&P Global, and more, making it easier to work with trusted financial data inside ChatGPT. Together, these capabilities help teams spend less time on manual work and more time on analysis, decisions, and execution.

## An AI model optimized for finance workflows

GPT‑5.4 (as GPT‑5.4 Thinking) is available today in ChatGPT, Codex, and the API. It’s our most advanced model, ideal for financial reasoning and Excel-based modeling. We’ve worked closely with industry practitioners to improve GPT‑5.4 on real-world finance workflows that often take analysts hours or days to complete, including financial modeling, scenario analysis, data extraction, and long-form research. The result is stronger performance on the tasks finance professionals rely on every day.

_On OpenAI’s internal investment banking benchmark, which evaluates real-world workflows such as building a three-statement model with proper formatting and citations, performance improved from 43.7% with GPT‑5 to 87.3% with GPT‑5.4 Thinking._

## ChatGPT for Excel in beta: build, update, and analyze spreadsheet models directly in your workbook

We’re introducing **ChatGPT for Excel**in beta—a version of ChatGPT embedded directly in spreadsheets that can build, analyze, and update models using the same formulas and structures teams already rely on. Analysts, strategists, researchers, and accountants can move faster, reduce manual work, and focus on judgment and decision-making instead of writing formulas, tracing links, and fixing models.

![Image 1: Spreadsheet-based financial valuation model showing
Read full article → ← Back to Reads

Related Videos

5 Levels of AI Agents - From Simple LLM Calls to Multi-Agent Systems
5 Levels of AI Agents - From Simple LLM Calls to Multi-Agent Systems
Dave Ebbelaar (LLM Eng)
Matt and Ryan Have a Chat: Is AI Engineer the New DevOps? Obsidian, Agents & Tech Conferences
Matt and Ryan Have a Chat: Is AI Engineer the New DevOps? Obsidian, Agents & Tech Conferences
Matt Williams
Exploring AI Toolkit for VS Code | Download/Fine Tune/Inference LLM & Play with them on Local Server
Exploring AI Toolkit for VS Code | Download/Fine Tune/Inference LLM & Play with them on Local Server
Dewiride Technologies
3. Three Experimental ways of Implementing WhatsApp ChatGPT using .NET having advanced capabilities
3. Three Experimental ways of Implementing WhatsApp ChatGPT using .NET having advanced capabilities
Dewiride Technologies
Experimental POC: Interacting with MySQL Database using LLM OpenAI ChatGPT in Natural Language
Experimental POC: Interacting with MySQL Database using LLM OpenAI ChatGPT in Natural Language
Dewiride Technologies
CREATE Your OWN Custom GPTs in ChatGPT and Gemini GEMs NOW!
CREATE Your OWN Custom GPTs in ChatGPT and Gemini GEMs NOW!
DroidCrunch