Always know what’s happening with your money

With current financial data already in place, AI can help you review what changed, answer questions, build reports, and automate more of the work around your money.

Ask questions about your money

AI can use your balances, transactions, categories, and history to answer specific questions about spending, budgets, and plans.

“Which subscriptions became more expensive this year?”

“Which categories are over budget this month, and which transactions pushed them over?”

“How much did we spend on groceries last quarter, and what changed from the quarter before?”

Build the report you want

AI can create formulas, tables, charts, dashboards, scripts, and reusable reports around your Tiller data. The resulting work stays in your spreadsheet, where you can inspect, edit, and reuse it.

“Create a report that uses my existing categories to show dining spending by month for the past year.”

Set up and customize Tiller with AI

AI can explain a formula, modify a template, build a dashboard, create a report, write a script, or configure a spreadsheet around the way you manage money.

“I wouldn’t be using Tiller without the aid of AI.”
[Tiller customer attribution]

Automate larger workflows

Agents and automations can handle recurring work such as preparing a monthly review, auditing categories, or updating a report. Technical users can also build custom workflows with APIs and MCP while keeping the Tiller spreadsheet as the financial foundation.

[Explore advanced AI workflows]

See how an AI answer checks against the spreadsheet

For an important financial number, the spreadsheet can calculate the answer first. That calculation gives you a direct check on the AI response using the same accounts, dates, categories, filters, exclusions, and rows.

The question

How much did we spend on groceries in the second quarter?

The spreadsheet answer

[DETERMINISTIC TOTAL]

The spreadsheet calculates the total from the Transactions sheet using the Groceries category, the quarter’s date range, and the workbook’s reporting rules.

The AI answer

Prompt: [EXACT PROMPT]

Answer: [EXACT RESPONSE]

The check

The check compares the AI’s date range, category filter, excluded categories, transaction count, and total with the spreadsheet calculation.

[INSERT ANY ERROR OR CORRECTION FOUND IN THE DEMONSTRATION]

The demonstration shows how to verify one answer against one workbook. The result does not measure how often an AI answers financial questions correctly.

[See the complete demonstration]

Your choice of AI

Tiller updates your financial data in Google Sheets or Microsoft Excel. The right AI workflow depends on your spreadsheet, the job you want to complete, and the access you want to grant.

Tiller MCP for Claude

Tiller connects Claude directly to current Tiller data through MCP. Claude can answer questions about spending, income, transactions, balances, and trends, and supported actions can categorize transactions and create reports.

You can add Tiller from Claude’s connector directory and authorize the connection.

[Connect Tiller to Claude]

Verified August 20, 2026.

ChatGPT in Google Sheets and Microsoft Excel

Eligible ChatGPT plans can work directly with spreadsheets in Google Sheets and Microsoft Excel. ChatGPT can answer questions about a Tiller spreadsheet, create or update formulas and reports, explain spreadsheet logic, and make supported spreadsheet changes.

[Use ChatGPT with Tiller]

Verified August 20, 2026.

Gemini in Google Sheets

On eligible Google plans, Gemini works directly in Google Sheets. Gemini can analyze Tiller data, create formulas, build charts and PivotTables, and apply spreadsheet changes you review.

[Use Gemini with Tiller]

Verified August 20, 2026.

Microsoft Copilot in Excel

On eligible Microsoft 365 plans, Copilot works directly in Excel. Copilot can analyze a Tiller workbook, generate formulas, compare trends, build charts and PivotTables, and edit workbook content.

[Use Copilot with Tiller]

Verified August 20, 2026.

Claude in Microsoft Excel

Claude works directly in Microsoft Excel through Anthropic’s Excel add-in. Claude can analyze workbooks, work with formulas and models, and make spreadsheet changes.

[Use Claude in Excel with Tiller]

Verified August 20, 2026.

Share selected data with an AI tool

For a focused question, a selected range or separate workbook can give a compatible AI tool only the data the question requires. Your live Tiller spreadsheet stays unchanged.

[Share Tiller data with AI]

AI Suggest adds optional AI categorization

AI Suggest is an optional AutoCat feature for Google Sheets with Direct Fills. AutoCat Rules run first, Description Match uses your previous categorization choices next, and AI Suggest can propose categories for transactions that remain uncategorized.

You choose whether to turn on AI Suggest. Tiller says transactions processed through AI Suggest are not used to train Google’s models.

[See how AI Suggest works]

Verified August 20, 2026.

Your data, your choice

Each AI workflow exposes a different amount of financial data and allows different actions. The right workflow depends on the task and the access you want to grant.

AI stays optional

Tiller does not automatically send your transactions and balances to an AI model. You can use Tiller without AI Suggest, Tiller MCP, or a third-party AI assistant.

A focused task can stay narrowly scoped

A focused question rarely requires every account, tab, or year of history. A smaller data set lets you limit the accounts, dates, columns, and tabs shared with the AI.

Current data comes first

The relevant accounts and dates need to be present before the analysis starts. Uncategorized transactions, duplicates, missing data, and stale connections can change the answer.

Important calculations stay in the spreadsheet

For a total that matters, a formula or query gives you a calculation you can rerun. The AI can identify the accounts, date range, filters, excluded categories, and transaction count behind its answer for comparison with the spreadsheet.

Access depends on the workflow

A copied range, an uploaded workbook, a spreadsheet-native AI, and a live MCP connection provide different levels of access. Some workflows keep access after a session. Each setup guide explains what the AI can read and change, whether access persists, and how to remove access.

The spreadsheet stays when tools change

Your Tiller spreadsheet stays in your Google or Microsoft account with your history, categories, formulas, and reports. If you cancel Tiller, the spreadsheet stays in your account and new automated Tiller updates stop.

Each service brings its own privacy terms

Tiller processes and stores data needed to provide the service under Tiller’s Privacy Policy. When you use ChatGPT, Claude, Gemini, Copilot, or another third-party AI service, that provider’s terms, permissions, retention settings, and privacy practices apply to the information you share.

Consequential decisions still need qualified review

AI can explain data, compare options, and prepare analysis. Tax, lending, credit, investment, legal, and other consequential decisions may require review from a qualified professional.

[Read Tiller’s privacy and security information]

Privacy and AI details verified August 20, 2026.

Setup guides

Each setup guide covers the current plans, permissions, and access for that workflow.

• Claude + Tiller MCP [Connect Tiller to Claude]
• ChatGPT + Tiller spreadsheet [Use ChatGPT with Tiller]
• Gemini + Tiller Google Sheet [Use Gemini with Tiller]
• Copilot + Tiller Excel workbook [Use Copilot with Tiller]
• Claude + Tiller Excel workbook [Use Claude in Excel with Tiller]
• Advanced agents and automations [Explore advanced AI workflows]

Your AI will change. Your spreadsheet doesn’t.

Frequently asked questions

Can I use AI with Tiller?

Yes. Tiller offers optional AI Suggest categorization and a live MCP connection for Claude. You can also use a Tiller spreadsheet with compatible AI tools in Google Sheets or Microsoft Excel, or share selected spreadsheet data for a focused task.

Does Tiller work with Claude?

Yes. Tiller connects directly to Claude through MCP for questions, transaction categorization, and reports. Claude also works inside Microsoft Excel through Anthropic’s Excel add-in.

Does Tiller work with ChatGPT?

Yes. Eligible ChatGPT plans can work with spreadsheets in Google Sheets and Microsoft Excel. ChatGPT can analyze a Tiller spreadsheet, create or update formulas and reports, explain spreadsheet logic, and make supported spreadsheet changes.

Does Tiller work with Gemini?

Yes. Gemini works directly in Google Sheets on eligible Google plans. Tiller also uses Gemini for optional AI Suggest categorization in Google Sheets with Direct Fills.

Does Tiller work with Microsoft Copilot?

Yes. Copilot works inside Microsoft Excel on eligible Microsoft 365 plans and can analyze data, generate formulas, compare trends, and build or edit workbook content.

Does Tiller have an MCP server?

Yes. Tiller MCP is live for Claude and available through Claude’s connector directory.

What is AI Suggest?

AI Suggest is an optional AutoCat feature for Google Sheets with Direct Fills. After AutoCat Rules and Description Match run, AI Suggest can propose categories for transactions that remain uncategorized.

Do I need a paid AI subscription?

Requirements vary by provider, product, and account. Each setup guide lists the current requirements for that workflow.

Can an AI tool change my spreadsheet?

Some workflows can edit the spreadsheet, while others only receive the data you choose to share. Each setup guide lists the permissions for that workflow.

Can I try AI with Tiller without using my financial data?

Yes. A demonstration workbook or separate copy with sample data can test prompts, reports, and workflows without using your financial data.

Can I use Tiller without AI?

Yes. Tiller keeps connected financial data updated and organized in your spreadsheet without an AI assistant. You choose whether to use AI Suggest, Tiller MCP, or a third-party AI tool.

What happens if I switch AI tools later?

Your spreadsheet, financial history, categories, formulas, and reports do not depend on one AI provider. You can use the same spreadsheet with another compatible AI workflow later.

One foundation for your financial life. Many ways to use AI.

Tiller keeps your transactions and balances updated, your categories organized, and your financial history together in a spreadsheet you own. A compatible AI tool can help with briefings, questions, reports, or custom workflows while the spreadsheet remains the financial foundation.

[Start your free Tiller trial]