AI inside Excel, built for finance

Orchid for Excel reads your workbook, makes changes, and answers questions — all through a private, finance-native LLM. No data leaves your perimeter. Enter your Orchid API key and start working.

Install it

Powered by Orchid — the private LLM for financial institutions.

Why in Excel

Grounded in your workbook

Excel is both your calculator and your interface. Orchid for Excel gives our finance-native agent that same interface — so every figure it cites is verified against the actual cells, not parametric memory.

It reads the structure, the formatting, the formulas, your current selection. No exports, no copy-paste. You see it work in real time, right where you are.

Built for institutional work

Multiple session tabs, conversation history, auto-context on every turn. Between saves, every edit gets an automatic checkpoint with one-click undo.

Full audit trail of every change. Zero data retention — your workbook data never leaves your browser. Private by design, not as an afterthought.

I pasted raw data in Sheet2. Clean it up, figure out what it is, and build me a summary.
What assumptions is this model making? Walk me through the logic.
Fetch today's FX rates and update the currency column.
Build a sensitivity table around the discount rate in cell B14.
Documentation

Learn more

Visit docs.orchid.ac for full documentation, setup guides, and advanced configuration.

Installation
Three steps, no dev tools

Download one file, drop it in a folder, open Excel. Enter your Orchid API key and start working.

1 Download the manifest

This small file tells Excel where to find Orchid. It's the only thing you need to download.

manifest.prod.xml

2 Copy it to Excel's add-in folder

Open Terminal and paste this. It creates the folder if needed and copies the file.

$ mkdir -p ~/Library/Containers/com.microsoft.Excel/Data/Documents/wef && \
  cp ~/Downloads/manifest.prod.xml ~/Library/Containers/com.microsoft.Excel/Data/Documents/wef/
Saved it somewhere other than Downloads? Change ~/Downloads/ to wherever you put it.

3 Open Orchid in Excel

  1. Quit Excel completely (⌘Q) and reopen it
  2. Go to Insert → My Add-ins
  3. Click Orchid for Excel to open the sidebar
  4. Enter your Orchid API key in the welcome screen

1 Download the manifest

Same file — a small config that tells Excel where to find Orchid.

manifest.prod.xml

2 Upload it in Excel

  1. Open Excel
  2. Go to Insert → My Add-ins → Upload My Add-in…
  3. Select the manifest.prod.xml file you downloaded
Important: use Upload My Add-in… for this file — not Manage → XML Expansion Packs. That older Excel path can show misleading certificate errors for Office add-in manifests.

3 Open the sidebar

Click Open Orchid in the ribbon, then enter your API key.

Connect
Enter your Orchid API key

Orchid for Excel connects directly to https://llm.orchid.ac. Your API key is stored locally in your browser — it never leaves your machine except when making requests to Orchid.

Get an API key Required

Contact your Orchid admin or visit app.orchid.ac to get an API key for your organization.

Once you have it, open the sidebar and paste it into the welcome screen. Orchid for Excel will remember it across sessions.