Was kein KI-Tool kann: euer Excel verstehen

Every AI tool falls short when it comes to the reality of small and medium-sized businesses: The truth lies in dozens of interconnected Excel files, painstakingly compiled month after month. If one person is out, everything grinds to a halt. Standard AI relies on large spreadsheets, while traditional BI requires expensive data modelers. Why is that—and what needs to be in place so that AI can calculate with your real data instead of just making guesses?

This session provides a vendor-neutral, practical answer. Using a prepared, anonymized example, you’ll see live how interconnected Excel files are automatically transformed into a queryable data model, how inconsistencies are revealed, and how an answer—complete with source attribution—is generated. The example is a means to an end: You’ll learn the principle you can use to evaluate any AI approach for Excel—including Copilot or Power BI.

If you’d like, you can submit your own Excel case study in advance. We’ll review suitable examples together and determine what’s happening and what doesn’t.

You’ll take home: a checklist titled “What needs to be clarified before using your first AI agent?”, an evaluation grid for AI-powered Excel—and our complete AI knowledge compendium (2,000+ pages) as a gift. It’s free because generic knowledge isn’t an advantage. Value is created only when AI is hyper-personalized to fit your processes.

For SMEs, industry, and scale-ups: Controlling, Finance, Procurement, Operations, Executive Management