Excel

Excel artifacts give you a working model rather than a data dump. Addison builds the workbook, wires up the formulas, and checks the result, so you can change an input and watch the model recalculate the way a finance team expects it to. An Excel artifact is a spreadsheet workbook (.xlsx): a model, forecast, budget, or sensitivity analysis with live formulas rather than pasted numbers. It lives in your project as a file rather than a native Summation document, but it’s fully verified, opens in a full in-app spreadsheet editor, and downloads as a standard .xlsx.

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What Addison builds

Addison’s workbooks are built to exec-grade standards:

• Live formulas rather than pasted numbers, so the model recalculates when inputs change
• Linked financial statements where relevant: 3-statement models, budgets, forecasts, and debt schedules
• Exec formatting: accounting number formats, parenthesized negatives, and error-guarded divisions
• Verifier-checked before delivery, so the quality rules hold

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Create

Ask Addison in a chat for the model or workbook you need, or produce one by running a playbook. Addison writes the .xlsx into your project and opens it in the spreadsheet editor.

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Open and edit

Open the workbook to view and edit it in the spreadsheet editor: change cell values and formulas in the formula bar, adjust formatting with the toolbar, and switch between sheets using the tabs at the bottom.

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Verify and edit with AI

Workbooks are verified, not just static files. The spreadsheet toolbar carries two controls:

• Edit with AI: select cells, describe a change, and Addison rewrites that part of the model. The same action is on the right-click menu.
• Verification Hub (shield): audits the workbook against its workbook_quality and workbook_rubric checks and surfaces a pass/fail badge. See Verification for how this works across artifacts.

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Versions

Each save adds a version. Use the Version dropdown in the top bar to see and switch between earlier versions of the workbook.

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Manage as a file

A workbook is an ordinary file in your project, so every file operation applies: move it between folders, copy it to another project, duplicate it, or delete it. The ⋯ menu in the top bar, and the file’s row in the project file list, both offer Rename, Share, Download as XLSX, and Delete.

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Rebuild as a dashboard, deck, or report

Once a workbook needs a wider audience, ask Addison to rebuild it as an interactive dashboard, a presentation deck, or a report. The rebuilt version gains full per-figure citations and a dedicated home in the app.