1Bring the information together
Work with connected data and supported files. Add business information from receipts, documents, and other material that may not live in a connected application.
Files, records, and connected data
Intelligent spreadsheets
Work through complex business questions with AI in a spreadsheet. Bring in data and documents, build calculations, and trace how each result was reached.
Explore business calculations with the workbook’s grid and AI panel. Illustrative data
Work with the numbers, not just the answer.
Use a familiar grid for detailed analysis. Keep source data, formulas, and AI-assisted work together so your team can inspect, adjust, and build on the result.
01Business calculations02Documents to data03Compare scenarios
From source material to traceable analysis
Start with your data. Keep the work connected.
2Build the calculation with AI
Let AI write Python, JavaScript, or spreadsheet formulas. Inspect the code, reference cell ranges, and return calculated results to the sheet.
Operating model · code cell D2•••
Run
Input range
B2:C5| B | C | |
|---|---|---|
| 1 | Revenue | Costs |
| 2 | 50,000 | 32,000 |
| 3 | 55,000 | 34,200 |
| 4 | 61,000 | 37,100 |
| 5 | 64,000 | 38,400 |
Values from your sheet
Python D2
1import pandas as pd23data = q.cells("B2:C5")4profit = data.iloc[:, 0] - data.iloc[:, 1]5profit.to_frame("Profit")
Output returned to the sheet
Profit18,00020,80023,90025,600
AI can write the calculation. You can inspect and edit the code.
Python, JavaScript, and formulas working with your cells
3Follow the result back
Inspect the cells, source data, and steps behind a result. Save the analysis so other people can review the work and continue from the same context.
Trace the calculation•••
Operating profit · Scenario$20,800
B3 · Revenue$55,0001,100 units × $50 Assumptions!B2:B3
−C3 · Costs$34,200$10,000 + 1,100 × $22 Costs!B2:B3
The $2,800 increase comes from 100 additional units, each contributing $28 after variable costs.
A calculation your team can follow
Room for the analysis a dashboard cannot finish
Financial planning
Compare costs, forecasts, and business scenarios with assumptions visible in the sheet.
Document analysis
Turn information in receipts and other supported documents into structured rows you can inspect.
Operational calculations
Work through capacity, staffing, inventory, or unit economics in a flexible grid.
Reviewable business work
Keep the calculation and its source material together when sharing analysis with your team.
Intelligent spreadsheets FAQ
How does AI work with the spreadsheet?
The workbook includes an AI panel alongside the grid. Use it to work with data, ask questions, and develop analysis while keeping the sheet available for review and editing.
Can I work with files as well as connected data?
Yes. The workbook supports file-based workflows alongside data connections. The available import options depend on the file format and workspace configuration.
Can I check how a number was calculated?
The grid keeps source values and formulas visible. Inspect the relevant cells and calculations rather than relying only on an AI summary.
When should I use a spreadsheet instead of a dashboard?
Use a dashboard to follow recurring performance questions. Use a spreadsheet when you need to organize new information, test assumptions, or work through a more detailed calculation.
Give your next calculation more context.
Start working with Backyard’s proactive business intelligence platform.