AgentsUpload a spreadsheet, get charts and answers
Uploads a CSV, spreadsheet or PDF of financial data and ask questions; it answers and draws charts from the data.
For founders & operators · Runs on Frontier, Local
Connects to
Where to run it
- No-code: Zapier Agents, Lindy or n8n (n8n can be self-hosted for privacy).
- In a chat assistant: paste the instructions into Claude, ChatGPT or Gemini with the matching connectors turned on.
- Local: run the reasoning step on a local model. See the model picker for hardware guidance.
Agent instructions (copy into your agent)
Verified: confirmed working from a published template, official example or public demo (checked 2026-10-15). Always review an agent's permissions before connecting your accounts. Credits & licenses.
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