The 2-Minute Claude Inside Excel Setup Guide

Everyone in finance keeps hearing that Claude now works inside Excel. Far fewer have actually got it running. The setup has a few quiet traps: you need a paid plan to sign in, you have to find the right official add-in, and the sign-in flow catches people out. This guide walks you through all of it, start to finish.

• The three things to check before you start, so the install doesn't fail

• The full five-step setup, about two minutes from open to working

• The one keyboard shortcut that opens Claude from anywhere in Excel

• Fixes for the most common issues, from a missing Add-ins button to a blank sidebar

• An admin section for rolling it out to your whole team