OpenAI Launches ChatGPT for Excel Beta and New Financial Data Integrations

On March 5, 2026, OpenAI introduced ChatGPT for Excel in beta and a new set of financial data integrations inside ChatGPT. The company framed the release as a finance workflow package built on GPT-5.4, combining spreadsheet work, cited research, and enterprise controls in one product update.

According to OpenAI, ChatGPT for Excel lets users build, update, and analyze spreadsheet models directly inside a workbook. It can reason across sheets, explain why outputs changed, trace formulas, and ask for permission before making edits, which matters for teams that need reviewable changes rather than opaque automation.

OpenAI tied the launch to model performance improvements in finance-specific work. On the company’s internal investment banking benchmark, performance increased from 43.7% with GPT-5 to 87.3% with GPT-5.4 Thinking on workflows such as building a three-statement model with formatting and citations. OpenAI said the model was tuned with input from industry practitioners working on financial modeling, scenario analysis, data extraction, and long-form research.

The second part of the release is data access. OpenAI said integrations available today include Moody’s, Dow Jones Factiva, MSCI, Third Bridge, and MT Newswires, with FactSet listed as coming soon. It also pointed to Model Context Protocol support so firms can connect proprietary internal data to the same workflow for research, model refreshes, valuation work, diligence, and underwriting.

Rollout is limited but meaningful. ChatGPT for Excel beta is rolling out to Business, Enterprise, Edu, Teachers, Pro, and Plus users in the United States, Canada, and Australia, while ChatGPT for Google Sheets is described as coming soon. In Enterprise, Edu, and Teacher workspaces, access is off by default and admins can enable it for selected users with custom roles and group permissions.

OpenAI also emphasized security and governance controls such as RBAC, SAML SSO, SCIM, audit logs, encryption in transit and at rest, and data residency options. That makes the announcement notable not only as a spreadsheet feature, but as a direct push into regulated, high-audit finance workflows where model quality, citations, and administrative control all matter at the same time.