Financial Data Consolidation Agent

AI agent that consolidates financial spreadsheets from multiple energy systems into one unified tab

Built by 3 people (Brendan & Bruno's Team) · March 2026 · AI Co-Creation

What it does

This AI agent processes Excel spreadsheets containing financial information from 10 different energy systems and automatically creates a consolidated view. Each system has different line items, but the agent aggregates the data into a single Consolidated tab with accurate figures. The prototype demonstrates how AI can handle complex spreadsheet tasks that would normally require manual data entry and reconciliation across multiple sources with varying formats.

How we built it

The team built the solution using Claude to process the Excel file. They provided prompts that instructed the AI to read financial data from 10 different energy system tabs, each with different line items, and generate a new Consolidated tab that aggregates the information.

Impact

The agent addresses the time-consuming task of manually consolidating financial data from multiple sources with inconsistent formats. It produces clean, accurate consolidated data automatically, eliminating repetitive spreadsheet work.

The challenge

Thousands want to build AI agents but don't know where to start. Ready to code your way from idea to working prototype?

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Built with

ClaudeExcel

Questions and answers

What data does the agent process?

It processes financial information from 10 different energy systems, each with different line items in an Excel spreadsheet.

What are the next steps for this prototype?

The team plans to refine prompts to improve formatting of the Consolidated tab and add data visualization capabilities for the financial data.

Is the code available?

Yes, the team has a code repository for this solution.

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