AlphaSense Unveils Native AI Assistants for PowerPoint and Excel, Streamlining Asset Creation for Financial Teams

A new set of tools from AlphaSense is poised to revolutionize the way financial teams create assets. The company has introduced native AI assistants for PowerPoint and Excel, designed to automate the creation of pitch decks, board presentations, financial models, memos, and competitive analyses on branded templates. This marks a significant expansion of AlphaSense’s capabilities in work product creation, enabling teams to produce fully automated deliverables without leaving their applications of choice.

Creating these types of assets has long been a time-intensive and error-prone process for research teams. The new tools from AlphaSense aim to eliminate much of this friction by allowing users to pull insights directly onto slides or models without switching between applications. For instance, an associate building a strategic buyer analysis can incorporate AlphaSense’s market intelligence into their PowerPoint deck without leaving the application.

The AI assistants are grounded in trusted market and financial data, ensuring that teams preserve evidence, sourcing, and context as they move from research to final deliverables. This approach also addresses security concerns by processing files locally, keeping sensitive models and client or proprietary data on the user’s device. As a result, even the largest enterprises can meet their stringent security requirements.

The new capabilities include delivering work products within Generative Search, which allows users to create anything from a one-page competitive brief to a 40-page board deck with a single prompt. Users can also upload corporate templates and style guides, automating recurring deliverables through AlphaSense’s scheduled agents. Additionally, the AI assistants enable teams to refine their work product creation workflows within PowerPoint and Excel.

AlphaSense for PowerPoint allows users to query the platform’s full content library from inside the application, placing source-grounded insights directly onto slides while applying firm-approved templates, formatting, chart updates, and style consistency under time pressure. Users can review finished presentations for logical gaps, stale data, and inconsistencies before they reach a client or senior stakeholder.

AlphaSense for Excel enables users to edit models, add scenarios, and restructure outputs using natural language without breaking formulas or dependencies. The tool also allows teams to pull live financials, filings, transcripts, and comps from AlphaSense into Excel with full source traceability. This capability pressure-tests assumptions by cross-referencing model inputs against AlphaSense research, surfacing conflicting signals before deliverables are shared.

These new tools 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. This includes monitoring and research, updating presentations, models, and briefs as new information emerges.

According to Chris Ackerson, senior vice president of product at AlphaSense, ‘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.’ The company’s goal with these tools is to complete the end-to-end workflow loop by bringing asset creation directly into AlphaSense. With SuperAnalyst, users will be able to delegate tasks entirely, confident in the accuracy and sourcing of their work products.