Build a 12-month cash flow forecast with revenue, COGS, and OpEx.
Hanna creates the sheet, labels the columns, writes the formulas, and adds the rolling chart.
Hanna Active Intelligence for Microsoft Excel. Build models, write formulas, extract data, and analyze financials in plain English.
21
Financial templates
PDF / image / CSV
Document extraction inputs
Plain English
Prompt style inside Excel
What it is
Built for accountants, CFOs, analysts, operations managers, and financial advisors who live in Excel every day and want Active Intelligence that understands financial work, not generic output detached from the sheet.
Canadian financial professionals
All data is processed on Canadian infrastructure. The add-in is part of the Hanna Active Intelligence suite and is also available as a standalone add-in.
What you can do
Build a 12-month cash flow forecast with revenue, COGS, and OpEx.
Hanna creates the sheet, labels the columns, writes the formulas, and adds the rolling chart.
Write an INDEX/MATCH formula that looks up the value in column D where column A matches this cell.
Done, with an explanation of how it works.
This formula is broken - why?
Hanna reads the cell, identifies the error, explains it, and fixes it.
I uploaded a bank statement PDF - pull the transactions into a table.
Hanna extracts the data, structures it, and drops it into the workbook.
Create a three-statement financial model for a SaaS company with $2M ARR.
One of 21 built-in financial templates gets the model moving immediately.
Plans
$9.99/month
Natural-language spreadsheets, formula generation, charts
$24.99/month
Everything in Basic plus 21 financial templates, document extraction, and workbook memory
$49.99/month
Unlimited usage, no token caps, and heavy workload mode