Ekselio by GPTBeyondReview: questions about your books, with the math shown
Ekselio answers questions about your company's books and shows its work. Connect QuickBooks Online, or drop in an export from Xero, NetSuite, or any spreadsheet, and ask in plain English: build a quarterly P&L from three trial balances, age the receivables, compare budget to actual. The AI draws the answer as steps on a canvas, such as load, join, filter, group, and export, and each step is readable SQL. The live demo runs this on 5,000 sample orders and a preview table appears. The trick is the split. The AI sees your column names and your question, not the numbers. A query engine in your browser runs the steps on your rows, so totals are calculated, never predicted. Any workflow exports as an Excel model with Power Query logic and a tie-out sheet that recomputes the result. Save it, and next month is one click. One plan: $49.99 a month for 75 questions and unlimited reruns.
Keywords
quickbooks, bookkeeping, financial analysis, excel, power query, month-end close
- Questions become steps: A plain-English request turns into a visible chain of load, join, filter, and group nodes, each one readable SQL.
- The numbers never reach the AI: The model sees column names only. Your browser does the arithmetic on your actual rows.
- Excel you can defend: Export any workflow as a workbook with Power Query logic and a tie-out sheet.
- Month-end on repeat: Saved workflows rerun on new data without spending a question.
- Try before signing up: The live demo runs without an account. One plan at $49.99 a month.
TMRW VERDICT
The first finance AI you could hand to an auditor
by TMRW Team·Sep 26, 2026
The reason not to paste your books into a chatbot is not only privacy. A language model will state a total with confidence and get it wrong. Ekselio's answer is structural, and the demo backs it up: the model writes the steps, your browser does the math, and every step on the canvas can be opened and read. The Excel export with a tie-out sheet is the feature that matters to anyone who has to defend a number to a partner, a client, or a lender.
Julius, which we list, is the better tool for exploring a spreadsheet and making charts. Ekselio is narrower: recurring finance work that has to come out the same way every month. The limits are real. QuickBooks Online is the one live connection, and other ledgers come in as exports. Seventy-five questions a month is enough for a close, not for idle curiosity. The language is written for accountants, with ProAdvisors and fractional CFOs as the named audience.
Best for bookkeepers, small-business owners who run their own month-end, and fractional CFOs. Skip it if you have no books to close and just want to chat with a spreadsheet.