Conversational Data

How-To

Get your sheet together: how Whelp AI makes Excel reports smarter

Jul 13, 2025

Let’s face it — Excel is powerful, but it’s also a jungle. Between buried formulas, version chaos, and endless tabs, even the most seasoned operators can lose track of what matters. That’s where Whelp AI steps in.

🧠 From Spreadsheets to Strategic Insights

Whelp AI isn’t just another dashboard tool. It’s your conversational interface to enterprise data, including the messy, sprawling world of Excel. Instead of manually slicing and dicing rows, you can ask:

“Summarize Q2 sales by region.” “What’s the trend in churn rate over the last 6 months?” “Highlight anomalies in the latest expense report.”

And Whelp responds with context-aware answers — pulling from Excel sheets, internal docs, and connected systems.

🔍 What Makes It Different?

  • Semantic Search: Whelp understands the meaning behind your queries, not just keywords.

  • Conversational Reporting: Ask questions in plain language and get structured insights.

  • Cross-Tool Intelligence: Pulls data from Excel, Notion, Slack, and more — no switching tabs.

  • Knowledge Graphs: See how your spreadsheet data connects to decisions, documents, and teams.

⚡️ Real Impact

  • Faster Reporting: Skip the pivot tables — just ask.

  • Cleaner Collaboration: No more “final_final_v3.xlsx” confusion.

  • Smarter Decisions: Spot trends and outliers without manual analysis.

🧩 Use Case: Finance & Ops Teams

Whether it’s monthly financials, performance dashboards, or budget forecasts, Whelp AI helps teams get their sheet together, turning static spreadsheets into dynamic conversations.

Ready to stop wrestling with rows and start chatting with your data?
Whelp AI makes Excel reporting feel less like a chore and more like a superpower.

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Enterprise Knowledge Meets AI

Create and train your assistants for you and your company with Whelp

Create and train your assistants for you and your company with Whelp

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