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Auto-categorise an Excel transaction column for sole trader tax
Copilot categorises a year of sole trader transactions into ATO deduction categories, applies business %, computes the deductible amount, and surfaces what to take to your accountant.
Categorise Excel transactions into BAS categories
Copilot reads each bank transaction in Excel and assigns BAS category, GST flag, and confidence, then surfaces the 10 most ambiguous rows for human review.
Write variance commentary in Excel for budget vs. actuals
Copilot writes the budget vs. actuals variance commentary, grouping by favourable / unfavourable / timing, with a headlines block and a watch list of variances trending wrong.
Build a 6-month sales forecast in Excel from 12 months of history
Copilot in Excel builds a 6-month sales forecast with seasonality, three scenarios, a line chart, and the one assumption you should challenge most.
Build a pivot table in Excel from a messy export
Copilot lists the data quality issues in a messy export, applies the minimum cleanup on a copy, builds the pivot with slicers, and tells you what the pivot is actually saying.
Find anomalies in an Excel expense column
Copilot in Excel scans an expense column for statistical anomalies, duplicates, suspicious round numbers, and new vendors, then ranks the top 10 to review.
Reconcile two lists in Excel and surface the mismatches
Copilot reconciles two Excel lists by key, produces a side-by-side mismatch table with dollar impact, and suggests the likely reason per mismatch.
Suggest the right KPI formulas in Excel for my business
Copilot defines each KPI in plain English, writes the exact Excel formula or DAX measure, sanity-checks it on row one, and flags 2 ways the number could mislead you.
Clean an Excel date column with mixed formats
Copilot identifies every date format in a messy Excel column, converts each row to your target format, flags the rows it could not parse, and respects AU locale.
Build a one-page Excel dashboard from raw data
Copilot turns a raw Excel data export into a clean one-page dashboard with key number tiles, mini trend charts, one breakdown, and a 50-word summary in your brand voice.
Convert an Excel formula to Google Sheets (or vice versa)
Convert spreadsheet formulas between Excel and Google Sheets, with a callout of any function that doesn't exist in the target and the workaround used.
Debug an error message — paste it, get the fix
Paste any error message, get a plain-English explanation, the most likely cause, and a step-by-step fix. Works for code, Zapier, Excel, Webflow, anywhere.
Build a spreadsheet formula from plain English
Plain-English description in, paste-ready spreadsheet formula out — Excel or Google Sheets dialect. Includes the "when it breaks" caveats most AI prompts skip.