AlphaSense adds native PowerPoint and Excel AI Assistants to automate creation of assets for financial and corporate teams

AlphaSense, the AI platform redefining market intelligence for the business and financial world, is expanding its work product creation capabilities with native AI assistants for PowerPoint and Excel, along with enhancing slide creation workflows within Generative Search.

According to AlphaSense, together, these tools enable financial and corporate teams to produce fully automated, source-grounded deliverables—pitch decks, board presentations, financial models, memos, and competitive analyses on their own branded templates—without leaving the applications where that work gets done.

Creating decks, models, and written analyses has long been one of the most time-intensive and error-prone parts of the research workflow. AlphaSense for PowerPoint and Excel eliminates much of that friction. An associate building a strategic buyer analysis can pull AlphaSense insights directly onto slides without switching applications; an analyst updating financial projections can automate the repetitive work of populating models and incorporating new data—freeing time for judgment and decision-making, the company said.

AlphaSense grounds work product creation in trusted market, financial, expert, and company intelligence, helping teams preserve evidence, sourcing, and context as analysis moves into final deliverables.

Because files are processed locally, sensitive models, strategic plans, and client or proprietary data remain on the user’s device, meeting the security requirements of the world’s largest enterprises.

New capabilities include:

Deliverables within Generative Search: Create anything from a one-page competitive brief to a 40-page board deck with a single prompt, then refine it conversationally. Users can upload corporate templates and style guides, and automate recurring deliverables through AlphaSense’s scheduled agents.

AlphaSense for PowerPoint: Query AlphaSense’s full content library from inside PowerPoint, place source-grounded insights directly onto slides and apply firm-approved templates, formatting, chart updates, and style consistency under time pressure. Review finished presentations for logical gaps, stale data, and inconsistencies before they reach a client, senior stakeholder, or boardroom.

AlphaSense for Excel: Edit models, add scenarios, and restructure outputs using natural language—without breaking formulas or dependencies. Pull live financials, filings, transcripts, and comps from AlphaSense into Excel with full source traceability. Pressure-test assumptions by cross-referencing model inputs against AlphaSense research, surfacing conflicting signals before deliverables are shared with senior stakeholders or boards.

These capabilities also lay the foundation for SuperAnalyst, AlphaSense’s AI agent layer. By connecting trusted research, source-grounded outputs, and the tools where teams build deliverables, AlphaSense is moving toward an execution layer that can automate more of the end-to-end workflow, from monitoring and research to updating presentations, models, and briefs as new information emerges.

“Great research is the basis of all critical business decisions, but the ability to quickly turn around polished, defensible presentations and models is an equally acute need—especially in banking and financial services, where markets move constantly,” said Chris Ackerson, senior vice president of product at AlphaSense. “By bringing asset creation directly into AlphaSense, we’re completing the end-to-end workflow loop. And with SuperAnalyst, we’re going one step further: users won’t just build deliverables faster; they’ll be able to delegate them entirely, with full confidence in the accuracy and sourcing of what comes back.”

For more information about this news, visit www.alpha-sense.com.