Many finance teams still run key schedules in spreadsheets. An agent can read a workbook, such as a cash schedule or a client tracker, and use it as an input to a forecast or a reminder, then write results back to a clearly labelled sheet.
That keeps the spreadsheet your team knows while removing the retyping. Month-end commentary or a reconciliation summary can land in a workbook your people already open. A common use is a forecast pack. The agent reads actuals from your accounting system, applies the assumptions in a workbook you control and writes the projection into a results sheet. Your adviser can open it, change an assumption and see the effect, which keeps the model transparent rather than hidden inside a tool.
Spreadsheets are flexible, which is also the risk. Agree a layout, name the sheets the agent may touch, and keep its output apart from the cells your team edits by hand. A short checklist helps keep the connection predictable for everyone who opens the file.
If a workbook is full of one-off formulas and manual fixes, the agent will struggle, and so will your colleagues. Cleaning it first is worth the time. Excel is not a system of record for audit purposes on its own. Where traceability matters, we keep the agent's actions logged and prefer your accounting system as the source of truth.