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AI-Powered Spreadsheets for Financial Firms
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Inspired by a conversation on:
The Information's TITV
Musk’s X Money Plans, Atlassian Buys The Browser Company, Google AI Chips vs. Nvidia | Sep 4, 2025
Host: Akash Pasricha
Timestamp: 00:15:33 - 00:17:19
Found an idea? We can build it for you.
We design and develop SaaS, AI, and mobile products — from concept to launch in weeks.
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"The team at Subset had spent years building an AI agent for Excel, for the spreadsheet, a way to create financial models, to do diligence in the interface that financial professionals already use."
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Sign InHow should I validate this saas idea before building it?
2:34 PM
Great question! For a saas idea like this, I'd recommend starting with these validation steps:
- Customer interviews: Talk to Technical to understand their pain points
- MVP approach: Build a simple landing page to test demand
- Competitor analysis: Research existing solutions and identify gaps
Would you like me to help you create a specific validation plan for your medium difficulty idea?
2:35 PM
Yes, and what about the technical implementation? Should I build this myself or hire a team?
2:36 PM
Based on your idea's complexity and 3-6 months, here's my recommendation:
Technical Strategy:
- Start with no-code tools for rapid prototyping
- Consider your technical background and available $1,000-$10,000
- Plan for scalability from day one
I can help you create a detailed technical roadmap and resource allocation plan...
2:37 PM
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Sign InSimilar Ideas
AI-Powered Spreadsheet Automation Tool
The idea revolves around creating a tool that leverages AI, particularly ChatGPT's agent mode, to automate complex tasks within spreadsheets. This tool would allow users to input data and have AI interpret, categorize, and manage that data without extensive manual entry. The primary target audience for this tool would be accounting firms and financial professionals who regularly manage large datasets in spreadsheets and seek to reduce time on repetitive tasks. Specific implementation strategies could involve developing integrations with existing spreadsheet software, enabling users to simply upload their spreadsheets and receive automated insights or categorizations in return. By focusing on common tasks like transaction categorization or data entry, this tool would not only improve efficiency but also reduce human error associated with manual data handling.