Question: I need a financial planning tool that integrates with Microsoft Excel and uses AI technology for advanced data modeling.

If you're looking for a financial planning tool that integrates with Microsoft Excel and uses AI for advanced data modeling, Vena is a good option. Vena is a financial planning and analysis software that natively integrates with Microsoft 365, and it uses AI for data modeling to help with planning tasks like budgeting, forecasting and strategic planning. It also lets you bring your own Excel spreadsheets and financial models into the system for better forecasting and analytical abilities.

Another good option is Datarails, which automates data consolidation, financial reporting and budgeting for finance people using Excel. Datarails connects to common accounting software, ERPs and CRMs, consolidating financial data into one system. Features include AI-powered insights, data visualization and scenario modeling so users can concentrate on higher-level strategic insights and business development.

Facta is also worth a look. It consolidates and automates financial data from multiple sources into one data set, providing a customized business intelligence system for finance people. Facta preserves database integrity while performing complex calculations with Excel formulas and updating data in real time, so it's a good option for finance teams that already rely on Excel.

Finally, SheetSavvy AI offers an AI assistant that automates complex tasks and generates formulas, connecting to a variety of data sources to help you work more efficiently on data analysis and collaboration. Its AI formulas for summarizing data and sentiment analysis, and a formula generator, can help you automate spreadsheet work, too, which is helpful for financial planning and analysis.