AlphaSense, now inside Excel and Powerpoint

Beta means the add-ins are live and fully functional, but we're continuing to add capabilities and refine the experience based on feedback from early users. You'll have access to new features as they ship. If you run into anything unexpected, our team wants to hear about it.

Yes — the AlphaSense for PowerPoint and Excel add-ins are available on both Mac and Window operating systems.

Yes. Both add-ins work directly inside your existing files. For PowerPoint, the tool reads the slide master of the current deck you are working in to respect layouts, fonts, colors, etc. Additionally, you can add a different template and reference slide layouts and formatting. The Excel add-in preserves your existing formulas, structures, and dependencies. You're not starting over; you're extending what you already have.

Everything in AlphaSense — the full library, accessible without leaving your workbook or deck. That means broker research, expert call transcripts, SEC filings, earnings call transcripts, company financials and consensus estimates, funding rounds, M&A transactions, and your firm's own internal documents (if they are connected), all queryable from the sidebar.

This is a meaningful distinction from most AI tools built for PowerPoint and Excel, which pull from publicly available sources on the internet. When a generic AI assistant populates a slide with market data or a competitor summary, it's working from whatever it can find on the web. When AlphaSense does it, it's drawing from 500M+ premium documents — including proprietary sources that aren't publicly available anywhere else — with every output cited back to the original source.

The short answer is, both. AlphaSense offers two ways to build presentation-ready content depending on where you are in your workflow.

Generative Search lets you generate slide decks, IC memos, and structured reports directly inside the AlphaSense platform, starting from a prompt, with every claim cited back to source. It's the fastest way to go from a research question to a first draft.

AlphaSense for PowerPoint is built for iteration — working inside a deck you already have, refreshing content, applying your firm's templates, and pulling in new data without leaving PowerPoint.

Most teams use both: Generative Search to spin up a first draft quickly, and the PowerPoint add-in to refine and maintain it as the deal or project evolves.

No. Your files are indexed and processed locally on your machine. AlphaSense does not store or inspect your models, decks, or client data at any point during your session, nor does it upload to the cloud.

Because processing happens locally, sensitive deal information never leaves your workstation. AlphaSense does not have visibility into the contents of your files. Visit our Trust Center for more information about our approach to security, privacy, and more.