Roona in Excel: the AI that writes in your spreadsheet

A pane to the right of your spreadsheet. You describe the table or the calculation you want, Roona reads the selected range and writes the values, the formulas and the formatting into the open workbook.

Excel can do almost anything, provided you know its syntax. That is where most people stop: they know what they want to see in the sheet, not how to write it. Roona works the other way round. It opens as a pane to the right of your spreadsheet, reads the range you have selected, understands the structure of the workbook, then writes what is needed to reach the result: a formula in the cell, a complete table, a currency format, a chart. You never leave Excel and you never retype a thing. It works in plain English, writes SUM, IF or VLOOKUP exactly as your Excel expects them, and explains a formula you do not understand. Anything that deletes or replaces goes through a confirmation; the rest is written in front of you and can be undone. It is an AI for Excel built for a small business: quote tracking, job schedules, cash flow, price lists, chasing client payments.

What it actually looks like

You ask: A quote tracker: number, client, date, net amount, VAT, gross and status, with a total at the bottom.

Roona delivers: Roona creates the table in the sheet, writes the gross formula from the net, places SUM on the total row, formats the amounts as currency and adds a drop-down list for the status: sent, accepted, declined.

You ask: A job schedule by trade, with start, finish, duration and progress.

Roona delivers: One row per trade, the duration calculated from the two dates, the dates in your regional format, a coloured header row and progress that turns green at 100%. A total row at the bottom gives the cumulative duration with SUM.

You ask: A twelve-month cash flow: money in, money out, month-end balance carried forward.

Roona delivers: Twelve month columns, the three rows, the balance carried from one month to the next by formula, and a line chart of the balance across the year placed under the table. All that is left is to enter your amounts.

You ask: Explain the formula in the selected cell, I don’t understand this nested IF.

Roona delivers: Roona reads the formula and translates it into plain English, condition by condition, in the pane. If you want, Roona rewrites it more legibly without changing the result.

You ask: My price list: add a gross column that follows each line’s VAT rate.

Roona delivers: The formula is written on two trial rows, checked, then filled down the whole column, with the currency format to two decimal places.

You ask: Look up the price of each product code in the Prices tab and fill in the column.

Roona delivers: A VLOOKUP to the Prices sheet, written in your Excel’s syntax, tried on two rows then placed down the whole column, with the price in currency format.

You ask: Which clients haven’t ordered in six months?

Roona delivers: Roona reads the dates, highlights the rows concerned with conditional formatting and gives you the list in the pane, without you touching a single formula.

You ask: A drop-down list for the Status column, and lock the formula columns.

Roona delivers: A pick list placed on the Status column, the formula cells locked and the sheet protected, so that nobody overwrites a calculation by mistake.

Roona reads what you have selected

Highlight a range and ask your question. Roona reads the real values and formulas there, not an extract, along with the sheet name. If you select nothing, it goes through the workbook on its own: the sheets, the tables, the named ranges, the charts. Useful when you inherit a file you did not build.

Roona writes in the range, not in a separate tab

Values, a formula, a table of two hundred rows: everything goes straight into the sheet, at the spot you point to. Roona inserts or deletes rows and columns, copies and moves blocks, creates or renames a sheet. You watch the answer being written while it works, and a long request, such as a complete dashboard, runs through to the end without you having to prompt it again.

Your formulas in your Excel’s syntax

Roona writes SUM, IF and VLOOKUP with the comma as argument separator, as an English-language Excel expects them, and switches to the localised function names and separator if your Excel is set to another language. Before filling a formula down a whole column, it tries the formula on two rows. Select an existing formula, and Roona explains what it calculates, in plain words.

The formatting follows

Currency to two decimal places, percentages, dates in your regional format, a coloured header row, borders, column widths adjusted. Roona applies a table style, conditional formatting that turns red below a threshold, or a drop-down list for the status column.

Charts and pivot tables

Column, bar, line, pie, scatter: Roona picks the chart that suits your figures and places it beside the table. It also creates a pivot table from your selection, sorts, filters, groups, and does a find-and-replace across the whole sheet.

Nothing is deleted without confirmation

Clearing a range, deleting rows, columns or a sheet: the pane asks you first. Deleting a sheet is always confirmed by hand. For a complete rebuild, Roona works on a copy of the sheet and offers to delete the old one at the end. You can also ask it to lock the formula cells and protect the sheet.

How it works

  1. Install the add-in from the Integrations page in Roona: an address to copy and a step-by-step guide for Excel on Windows, on Mac or on the web. You sign in with your RoonaWorks account.
  2. Open the pane, select the area you are interested in and describe what you expect, in plain English: a table, a calculation, some formatting, a chart, or a question about the figures already there.
  3. Roona reads the selection and the workbook, then writes into the sheet. Anything that deletes or replaces waits for your confirmation in the pane.
  4. Read over the result, correct a cell, ask for an adjustment. A simple request uses few credits, a complete dashboard rather more; the pane warns you when the balance runs out.

Frequently asked questions

What is the best AI for Excel when you don’t know the formulas?

The one that writes in your sheet without making you retype. Roona reads your selection, writes the formula or the table in the right place, in your Excel’s syntax, and explains what it has done. You do not need to know SUM, IF or VLOOKUP: you describe the calculation, Roona writes it, you read it over.

Can Roona create an Excel file from scratch, not just a formula?

Yes. In an empty workbook, describe what you want to track: Roona creates the columns, the calculations, the formatting and the chart in a single request. If you would rather get an .xlsx file without opening Excel, Roona’s Excel spreadsheet generator produces it from the app: see “Your data, as a structured Excel file”.

What exactly does the pane read in my workbook?

The active cell, the selected range, the structure of the workbook (sheets, tables, named ranges) and the charts. Roona reads the real cell values and their formulas, not a truncated preview. It does not read the other files on your drive.

Are the formulas written in English or in my Excel’s language?

In the language of your Excel. An English-language Excel gets SUM, IF, VLOOKUP with the comma as separator; an Excel set to another language gets the same formulas in its own syntax, localised function names and semicolon included. You have nothing to translate.

Does Roona change my data without warning?

Roona writes what you ask, in front of you, and you can undo it. Anything that deletes or replaces (clearing a range, deleting rows, columns or a sheet) first goes through a confirmation bar in the pane. If you trust it for a session, an autonomous mode avoids repeated confirmations, except for deleting a sheet, which is always confirmed by hand.

Which versions of Excel does the add-in work with?

Excel on Windows, Excel on Mac and Excel on the web. The installation guide covers all three, and the pane is the same: what you learn on one applies to the others.

Does Roona write VBA macros or connect to a database?

No. Roona works with the cells, the formulas, the formats, the charts and the pivot tables of your workbook. It does not write macros and does not plug into an external database. On the other hand, if you have dropped your documents into your company memory, it can look up a figure there and write it into the sheet.

Can Roona help me chase client payments?

Yes, on the figures side. Roona spots the overdue invoices in your tracker, highlights them with conditional formatting and lists them in the pane. To write and send the reminder, the Roona pane in Outlook prepares the message in your drafts; you read it over before sending.

Are my Excel files sent anywhere?

Only what you submit to the pane is transmitted, encrypted, to servers located in Europe, to produce the answer. Your data is never used to train an AI model, and you can remove the add-in whenever you like without losing anything from your files.

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