Agix (AGEX) is a free plugin for Microsoft Excel (Desktop, 2016 and later) and Google Sheets (Chrome or Edge extension). It adds a sidebar where you talk to an AI agent in your language. You type something like "Show me Q4 revenue by region" or "Predict next quarter's churn based on the last 12 months," and Agix reads your data, runs the analysis, and writes results back into your sheet.
The plugin is free. Enterprise features are paid, but the core capabilities cost nothing.
Original base code Nauraly. Thanks to them for the whole support.
Excel and Google Sheets are the most popular data tools in the world. They store data. They do not think about it.
This leaves three problems:
Your data goes stale. The moment you save the file, the numbers are out of date. Stock prices move, exchange rates shift, competitors change pricing. Static cells do not keep up.
Insights are hard to find. Correlations across 50,000 rows need statistical tools most business users do not have or know how to use.
You switch tools constantly. Copy data into ChatGPT, paste results back, open a browser for market data, then build the deck in PowerPoint. Four apps for one job.
Agix puts everything inside the spreadsheet.
Agix connects your spreadsheet to AI models through a single gateway. Four pieces make it work:
AI Models. Agix supports OpenAI (GPT-4o), Anthropic (Claude Opus 5), and others. Pick your provider from the sidebar.
AI Router. Agix uses OpenRouter as a routing layer, which gives you access to over 100 providers including Mistral, Llama, and Gemini. You are not locked into one vendor.
Data Sources. Beyond your sheet, Agix can pull data from the live internet, Stripe, and SQL databases.
Execution Engine. A built-in scheduler runs recurring AI tasks automatically.
The routing model is similar to what large language models use internally. Mixture-of-Experts architectures route requests to specialized sub-networks. Agix does the same at the tool level, sending your data requests to whichever provider handles the task best.
You can bring your own API key for OpenAI or Anthropic and pay the provider directly. Agix also offers pre-paid routing if you prefer.
src/
├── commands/ # Ribbon command entry point
├── config/ # Provider registry and defaults
├── services/
│ ├── ai/ # AI provider layer (interface and implementations)
│ │ ├── base.provider.ts # IAIProvider contract and BaseAIProvider
│ │ ├── openai.provider.ts # OpenAI-compatible (OpenRouter, custom)
│ │ ├── claude.provider.ts # Anthropic Messages API
│ │ └── provider.factory.ts # Maps a config to the right provider
│ ├── excel/ # Office.js Excel wrapper (read/write ranges)
│ ├── data/ # External data sources (web, Stripe, SQL)
│ ├── charts/ # Chart generation from a selected range
│ ├── reports/ # PowerPoint, PDF, and summary generation
│ └── scheduler/ # Cron-style recurring task engine
├── taskpane/ # React UI (task pane)
│ └── components/ # ProviderSelector, ChatPanel, ChartPanel, ...
├── types/ # Shared domain types
└── utils/ # Range, settings, and formatting helpers
base.provider.ts:IAIProvidercontract andBaseAIProviderhelpers.openai.provider.ts: OpenAI-compatible (also covers OpenRouter and custom).claude.provider.ts: Anthropic Messages API.provider.factory.ts: maps a config to the right provider instance.
To add a new provider, implement IAIProvider and register it in
provider.factory.ts.
Instead of writing formulas or configuring pivot tables, you describe what you want in plain English. "Calculate the month-over-month growth rate for each product category" is a valid instruction. Agix translates the intent into the right computation, runs it on your data, and populates the result.
Agix fetches live data from the web and inserts it into your sheet. Current stock prices next to your portfolio tracker. Competitor pricing scraped from their websites. Exchange rates that update without manual refreshes.
When new data arrives (from the internet or an imported file), Agix compares it against your existing tables and flags what looks off. If a metric jumps far from its historical range, you see it without running checks yourself.
Select a range, ask Agix to visualize it, and an interactive chart appears. Bar graphs, line charts, scatter plots. The AI picks the format that fits the data pattern, or you can specify what you want.
Agix pulls structured information from unstructured text. Feed it a column of messy emails, customer feedback, or PDF excerpts, and it parses everything into clean rows and columns. This alone saves hours of manual cleaning.
Agix looks for relationships a human analyst might miss.
It might notice that customers who buy Product X tend to cancel after three months, or that support tickets spike 48 hours after every software update. These correlations are hard to spot by scanning rows. An AI agent can test thousands of hypotheses in seconds.
The plugin also runs sentiment analysis on text columns like customer feedback or product reviews. It scores each entry and tracks satisfaction trends over time, turning qualitative data into something you can chart.
For expense analysis, point Agix at a column of transactions and it categorizes costs by department, source, or line item. No manual tagging.
Agix connects directly to Stripe. Once linked, it pulls subscription tiers, payment histories, and user data into your spreadsheet.
The AI then analyzes the financial data:
- Which customer segments show signs they might cancel?
- What is the expected lifetime value for each cohort based on spending?
- Are there unusual spikes in refunds or payment failures?
For founders who need investor dashboards without hiring a data engineer, this feature alone justifies the install.
Agix can generate three types of deliverables once it finishes processing:
- Executive PowerPoint decks with key metrics and trends, ready for leadership meetings.
- Technical PDF reports with methodology, raw data tables, and statistical breakdowns.
- One-page management summaries explaining what the data says and what to do next.
Instead of copying charts into slides on a Friday afternoon, you type a request and get a finished deck.
The scheduler turns Agix from a reactive tool into a proactive one. You define tasks on a schedule:
- Daily: fetch sales figures and email a summary at 8 AM.
- Hourly: monitor cloud costs and alert if spending crosses a threshold.
- Weekly: re-analyze the dataset, refresh charts, and regenerate the executive summary.
The spreadsheet works even when you are not looking at it. It processes data and delivers results on the schedule you set.
- Finance teams reconcile invoices, forecast cash flow, and run P&L analysis without leaving Excel. The Stripe addon handles subscription billing reconciliation automatically.
- Marketing teams track campaign ROI across platforms by pulling live data from the web. Weekly performance reports generate themselves via the scheduler.
- Operations teams monitor inventory, fetch supplier pricing from the internet, and predict supply chain delays from external data feeds.
- Startups connect Stripe and Sheets for investor dashboards that update without manual work.
Agix detects and fixes common data problems: duplicate rows, inconsistent casing, trailing whitespace, mixed date formats, and invalid values. A schema validator checks each column against an expected type (text, number, date, enum) and flags rows that break the rules before they corrupt a calculation.
Describe a calculation and Agix writes the formula into the target cell, including XLOOKUP, SUMIFS, and dynamic array functions. The reverse also works: select any formula and Agix explains what it does in plain English.
Point Agix at a date-indexed column and it projects future values using seasonal decomposition and trend extrapolation. It reports confidence intervals and highlights which historical points most influenced the prediction.
Reshape data without leaving Excel: pivot, unpivot, join two tables on a key column, merge ranges, split or concatenate columns. Each transformation is reproducible and can be re-run later.
In addition to Stripe and SQL, Agix connects to Salesforce, HubSpot, Google Analytics, Notion, and Airtable. Authenticate once, pull any object or report into a sheet, and keep it refreshed on a schedule.
Drop a PDF, Word doc, or pasted text into Agix and it builds a searchable index. You can ask questions grounded in that content and cite the source page for each answer. Useful for contracts, research notes, and internal wikis.
Register natural-language prompts as reusable Excel functions. For example,
=AGIX_CLASSIFY(A2, "sentiment") or =AGIX_TRANSLATE(B2, "es") become regular
formulas that recalculate with the sheet.
Every AI action is recorded locally: the prompt, the model, the cells touched, and the timestamp. Roll any analysis back to a previous version or replay it after the source data changes.
Agix shows token usage and estimated cost for every request, per provider and per session. Teams can track AI spend and set soft budgets.
Before Agix writes results back, sensitive operations (overwrites, deletes, external sends) can require explicit approval. A person stays in control of anything destructive.
Dictate requests instead of typing. Voice is transcribed locally and sent through the same provider pipeline. Works during calls or while reviewing a dashboard.
A built-in library of reusable prompt templates (churn analysis, monthly close, competitor teardown) lets you run a proven workflow in one click. Teams can publish their own templates to a shared workspace.
Agix encrypts all data in transit. The plugin processes requests through your API keys, and you keep full ownership of your data. Agix does not store your spreadsheet content on its servers. With BYOK, data flows directly between your machine and the AI provider you selected.
- Price: free core plugin, premium features via subscription.
- Compatibility: Windows and Mac (Excel 2016+), Chrome and Edge (Google Sheets).
- AI: bring your own API key or use Agix's pre-paid OpenRouter routing.
- Data sources: local files, live internet, Stripe, SQL databases.
Installation takes under five minutes:
- Visit www.agex.ai.
- Download the plugin from Microsoft AppSource (Excel) or install the Chrome extension (Google Sheets).
- Pick an AI provider in the sidebar. Use Agix's routing or enter your own OpenAI or Anthropic API key.
- Open a spreadsheet, type a question, and see what happens.
There is no formula syntax to learn. If you can type a sentence, you can use Agix.
npm install
npm run dev # serves over https://localhost:3000Then sideload manifest.xml in Excel (see docs/BUILD.md).
- Image analysis: upload screenshots or photos of data (a whiteboard, a printed table) and Agix extracts the information into cells.
- Team collaboration: shared AI agents for enterprise teams, so multiple people work with the same AI-powered spreadsheet.
- Custom fine-tuning: train Agix on your company's vocabulary, abbreviations, and business rules so it understands context specific to your organization.
- Database integration (60% finished) for postgresql and mysql (Mongodb not suported yet).
Excel has been the dominant data tool for decades. Agix makes it smarter. Point it at the spreadsheet you already have open and ask it one question. You will know within a minute whether this changes how you work.