What No AI Tool Can Do: Making Sense of Your Excel Files

Every AI tool breaks against the reality of mid-sized companies: the truth is buried in dozens of interconnected Excel files, pieced together anew month after month. If one person is out, everything grinds to a halt. Standard AI guesses its way across large spreadsheets, and classic BI requires expensive data modelers. Why is that and what has to be in place for AI to compute on your real data instead of guessing?
This session answers that vendor-neutrally and in a way you can take home with you. Using a prepared, anonymized example, you’ll see live how interconnected Excel files automatically turn into a queryable data model, how inconsistencies become visible, and how an answer with source attribution comes together. The example is a means to an end: you’ll learn the principle that lets you evaluate any AI approach to Excel including Copilot or Power BI.
If you’d like, send in your own Excel case beforehand. We’ll take up suitable examples together and assess what works and what doesn’t.
What you’ll take with you: a checklist, “What needs to be clarified before your first AI agent?”, an evaluation framework for AI-on-Excel and our complete AI knowledge compendium (2,000+ pages) as a gift. Free, because generic knowledge is no advantage. Value only emerges when AI meets your processes in a hyper-personalized way.
For mid-sized businesses, industry, and scale-ups: controlling, finance, procurement, operations, and management.