SheetPilot AI
MVP · no signup required

Turn spreadsheets into AI business reports in minutes

Upload a spreadsheet. Get a clean dashboard, an executive summary, risks and recommendations — ready to share as a PDF.

No signup. Your data stays in your browser.

Before & after

From messy spreadsheet to business report — automatically

Same file. Two seconds later. Every KPI, every insight, every recommendation your business owner actually reads.

Before · your spreadsheet
sales-data.csv
ABCDE
dateorder_idcustomeramountstatus
04/01/2026ORD-1001Amina178fulfilled
04/01/2026ORD-1002Jamie104shipped
04/03/2026ORD-1003Taylor56fulfilled
04/04/2026ORD-1004Sky149fulfilled
04/04/2026ORD-1005Sky204fulfilled
04/06/2026ORD-1006Jordan76cancelled
04/06/2026ORD-1007Pat96refunded
120 rows · no chart · no insights
After · SheetPilot dashboard
sheetpilot.ai/dashboard
Revenue+62.8%
$11,410
Orders
120
Margin
62%
Revenue over time↗ growing
Top product
Colombian Beans 1kg$3,168
AI executive summary

Revenue grew 63% over the period, driven by Electronics (51% of sales). Top opportunity: bundle top 3 products. Refund rate is 5% — worth investigating.

Small businesses drown in spreadsheets.

You have the data — orders, customers, revenue — but pulling out the story takes hours of pivot tables and someone who knows Excel. Meanwhile you're trying to run a business.

  • No time to build dashboards from scratch every month
  • No in-house analyst or BI tool
  • Board, partner, or bank asks for a summary — you scramble
  • AI tools require pasting sensitive data into a chat window
SheetPilot AI

Drop a spreadsheet in. In under a minute you get an interactive dashboard, a written executive summary, a list of risks, and recommendations for next month — all shareable as a PDF.

How it works

Three steps from raw spreadsheet to shareable report.

1. Upload spreadsheet

Drag and drop your sales or orders sheet — CSV, Excel, or Odoo export. We auto-detect columns like date, revenue, and customer.

2. Get a dashboard

Revenue, top products, top customers, orders by status, profit — instantly.

3. AI summary + PDF

An executive summary, key findings, risks, and next steps. Export a printable PDF.

See a sample report — for your business

Pick the closest fit. Each card loads a tailored dataset and shows a dashboard + AI report in seconds. No upload required.

Retail · DTC

E-commerce sales

Online store with 120 orders across 5 categories, 12 customers, and 4 cities. Track AOV, top products, and cancellation rate.

  • 120orders
  • $11.4Krevenue
  • 62%margin
Try this sample
Healthcare · EG

Medical e-commerce

Egyptian pharmacy-style store with 220 orders across supplements, devices, and PPE. Category mix, refund rate, repeat customers.

  • 220orders
  • EGPpriced
  • 9cities
Try this sample
Healthcare

Clinic revenue

Medical practice with 120 appointments across 5 specialties. Top services, returning patients, and no-shows.

  • 120visits
  • 12patients
  • 5specialties
Try this sample
Fitness

Gym membership

Fitness studio with 120 renewals across monthly, quarterly, and annual plans. Active members, churn risk, monthly revenue.

  • 120renewals
  • 12members
  • 5tiers
Try this sample
Finance

P&L / Financial

6-month profit & loss with revenue, COGS, and OPEX lines. Gross/net margin, month-over-month deltas, biggest movers.

  • 6periods
  • 12accounts
  • MoMmovers
Try this sample

Pricing

Start with a free sample. Buy a one-off report when you need one. Upgrade to monthly when you want it on autopilot.

Prices shown in

Free sample

one-off

Free

See exactly what you'd get. No signup, no commitment.

  • Interactive dashboard preview
  • AI-written executive summary
  • Print-ready PDF
  • Uses our sample data
Try sample report

One-time report

per report

$49

Perfect for a board update, investor deck, or a one-off deep-dive.

  • Full interactive dashboard
  • AI-written executive summary
  • Print-ready PDF report
  • Delivered within 1 business day
Order one report
Most popular

Monthly reporting

per month

$149

A fresh report every month with MoM comparison and a review call.

  • Everything in One-time
  • Month-over-month comparison
  • Trend tracking and alerts
  • 30-min review call each month
  • Cancel anytime
Start monthly plan

Custom dashboard

one-time build

from$599

A bespoke dashboard tailored to your data, KPIs, and stakeholders.

  • Discovery and requirements workshop
  • Custom KPIs, charts, and drill-downs
  • Google Sheets / Shopify integrations
  • Branded PDF exports
  • Two weeks of iteration included
Request a quote
Not sure which plan fits? Ask us — we'll recommend one.

Want a free sample report on your data?

Tell us a bit about your business — we'll send back a tailored sample within 1 business day.