Introducing ChatGPT for Excel and new financial data integra…

我们今天推出 beta 版的 ChatGPT for Excel ，这是一个直接嵌入电子表格的 Excel 加载项，可以在工作簿内构建和更新模型、运行情景分析，并基于单元格与公式生成结果。该功能由 GPT‑5.4 驱动，旨在让用户在 Excel 中做更多事情，帮助高级用户提升工作速度，并有助于团队间保持一致性。

同时，我们在 ChatGPT 中增加了与多家金融数据提供商的直接对接，包括 FactSet 、 Dow Jones Factiva 、 LSEG 、 Daloopa 、 S&P Global 等，使得在 ChatGPT 内使用可信的金融数据更加便捷。结合这些能力，团队可以把更多时间从繁琐的手工工作中解放出来，投入到分析、决策和执行上。

一个为金融工作流优化的模型

GPT‑5.4 （在产品中称为 GPT‑5.4 Thinking ）现已在 ChatGPT 、 Codex 和 API 中可用。它是我们迄今为止最先进的模型，特别适合财务推理和基于 Excel 的建模。我们与行业从业者紧密合作，改进模型以适应真实的金融工作流——这些工作流往往需要分析师花费数小时甚至数天完成，涵盖财务建模、情景分析、数据抽取与长篇研究等任务。结果是在金融专业人员日常依赖的任务上表现更为强劲。

在 OpenAI 的内部投行基准测试中（测试真实工作流程，如构建带有正确格式和引用的三表模型），模型表现从 GPT‑5 的 43.7% 提升至 GPT‑5.4 Thinking 的 87.3%。

在工作簿中直接构建、更新和分析模型： ChatGPT for Excel beta

ChatGPT for Excel 是嵌入到电子表格中的 ChatGPT 版本，能够使用团队既有的公式与结构来构建、分析和更新模型。分析师、策略师、研究员和会计师可以更快完成工作，减少手动操作，将注意力放在判断与决策上，而不是写公式、追踪链接或修复模型。

功能要点包括：

• 更快构建与更新表格模型：用户只需用自然语言描述需求， ChatGPT 就能在工作簿中直接创建或更新实时的 Excel 模型。可以运行数据分析、报表、库存管理、预算等，同时保留结构、公式和假设，生成格式化的本机 Excel 文件。
• 从大型表格中提炼洞见，减少手工对账： ChatGPT 能跨工作簿推理，理解表格和公式如何在模型中相连，解释输出变动的原因，追踪并修复错误，展示假设如何传导到结果。这在接手既有模板、需要快速熟悉或在决策前测试工作簿时尤其有用。
• 跟随逻辑并信任结果： ChatGPT 在操作时会解释其步骤，并把答案关联到它引用和更新的确切单元格。因为计算直接在 Excel 中执行，团队可以追踪假设、审计公式并验证结果生成过程。对工作簿做出更改前， ChatGPT 会征求许可，用户可以逐步审核并在需要时撤销编辑。

测试版的已知限制

我们会根据用户反馈快速改进 ChatGPT for Excel 。在性能优化期间，部分响应可能较慢，生成的输出有时需要整理或调整以匹配首选的表格格式或布局。 ChatGPT 能生成并解释公式，但复杂公式或边缘情况仍可能需要人工微调。

如何开始

从今天起， beta 版的 ChatGPT for Excel 正向美国、加拿大和澳大利亚的 ChatGPT Business 、 Enterprise 、 Edu 、 Teachers 、 Pro 和 Plus 用户逐步推送。 ChatGPT for Google Sheets 将很快上线。

在 Enterprise 、 Edu 和 Teacher 工作区中，访问默认关闭。管理员可以通过自定义角色和分组权限为特定用户启用该功能。

在 ChatGPT 中接入金融数据

针对金融工作流，我们新增的数据集成与通过构建自有应用接入专有数据的能力（使用 Model Context Protocol （ MCP ））让市况、公司与内部数据更容易汇入 ChatGPT 的单一工作流中。借助 GPT‑5.4 ， ChatGPT 能处理更长的上下文与更复杂的任务，帮助团队在公司研究、模型刷新以及带引用的估值或尽职调查输出上更快推进。

简化研究与分析

今天上线的集成包括 Moody’s 、 Dow Jones Factiva 、 MSCI 、 Third Bridge 、 MT Newswire ，以及即将接入的 FactSet ，把市场、公司和内部数据带入 ChatGPT 的统一工作流，形成日益增长的应用生态。用户因此能花更少时间收集输入，更快生成带引用的产出，例如盈利摘要、估值速览和信用备忘录。

加速尽职调查

团队还可以通过 ChatGPT 内的研究应用，从招股说明书、电话记录、演示材料和表格中抽取信息，生成结构化且带引用的输出，导出为 PDF 或 Microsoft Word。近期更新赋予用户更多对研究过程的控制权——可以在运行前后聚焦特定网站与数据源、在运行中调整研究计划，并在重新设计的工作区中审阅来源与引用。

安全、治理与控制

对于在工作中采用 ChatGPT 的组织， ChatGPT Enterprise 提供了适合受监管或数据敏感环境下使用的安全、治理与访问控制能力：

• 使用 RBAC 、 SAML SSO 、 SCIM 与审计日志管理与监控访问，支持常见的 DLP 与 SIEM 工具。
• 通过传输中使用 TLS 1.2+ 加密、静态存储使用 AES-256 加密，并支持企业密钥管理，保护公司数据。
• 支持数据驻留与区域处理控制以满足地域性数据要求。
• 默认情况下，与 ChatGPT Enterprise 共享的数据不会被用于训练或改进我们的模型。

更多关于企业级安全、隐私与合规计划的信息，请参见官方介绍。今天就去探索应用，或联系团队以获取更多信息。

客户影响

我们正与金融机构密切合作，将 ChatGPT 应用于研究、承销、审计、客户互动、代码现代化与运营。银行、资产管理公司和保险机构在尽职调查、客户体验与投资研究等工作流中已看到成效；我们将在客户扩大 AI 部署的过程中继续学习与改进。

一些早期采用者包括： Hg 、 BBVA 、 Walleye Capital 、 Balyasny Asset Management ( BAM ) 、 Fidelity International 、 MUFG 、 CommBank 、 Datasite 。

“ ChatGPT 实质性地加速了我们的研究与尽职调查流程——从财务分析和市场研究到法律审阅与内部备忘录撰写，同时提升了团队间的一致性。它扩展了我们团队的产能，让投资专业人士能把更多时间用于判断、讨论和形成 conviction。我们很高兴成为新能力的早期采用者，并在未来几年内共同塑造 AI 如何改变金融服务。”—— Amr Ellabban ，博士， Hg 的 AI 负责人

展望未来

此次发布建立在我们与分析师、策略师、研究员和会计师持续合作的基础上。我们将从真实部署中学习，持续改进产品与模型，帮助机构在受监管环境中更快地运作并负责任地使用 AI。

企业客户可以直接与 OpenAI 合作构建，或与经验丰富的合作伙伴如 Accenture 、 Bain 、 Boston Consulting Group （ BCG ）、 McKinsey & Company 和 PwC 一起，将 AI 集成到现有数据、应用与运营模式中。

Today, we’re introducing ChatGPT for Excel⁠ in beta, an Excel add-in that brings ChatGPT directly into workbooks to help build and update models, run scenarios, and generate outputs based on cells and formulas. Powered by GPT‑5.4, it helps users do more in Excel, supports power users in moving faster, and can improve consistency across teams.

We’re also adding financial data integrations directly in ChatGPT for FactSet, Dow Jones Factiva, LSEG, Daloopa, S&P Global, and more, making it easier to work with trusted financial data inside ChatGPT. Together, these capabilities help teams spend less time on manual work and more time on analysis, decisions, and execution.

An AI model optimized for finance workflows

GPT‑5.4 (as GPT‑5.4 Thinking) is available today in ChatGPT, Codex, and the API. It’s our most advanced model, ideal for financial reasoning and Excel-based modeling. We’ve worked closely with industry practitioners to improve GPT‑5.4 on real-world finance workflows that often take analysts hours or days to complete, including financial modeling, scenario analysis, data extraction, and long-form research. The result is stronger performance on the tasks finance professionals rely on every day.

ChatGPT for Excel in beta: build, update, and analyze spreadsheet models directly in your workbook

We’re introducing ChatGPT for Excel in beta—a version of ChatGPT embedded directly in spreadsheets that can build, analyze, and update models using the same formulas and structures teams already rely on. Analysts, strategists, researchers, and accountants can move faster, reduce manual work, and focus on judgment and decision-making instead of writing formulas, tracing links, and fixing models.

How it works

• Build and update spreadsheet models faster. Instead of building spreadsheet models or running scenario analysis manually, teams can describe what they need in plain language, and ChatGPT will create or update live Excel models directly in the workbook. Teams can run data analysis, reporting, inventory management, budgeting—all while preserving structure, formulas, and assumptions in a formatted, Excel-native workbook.
• Get insights from large spreadsheets without manual reconciliation. ChatGPT can reason across workbooks, understand how sheets and formulas connect across the model, explain why outputs changed, trace and fix errors, and show how assumptions flow through a model. This is especially useful when users inherit existing templates, need to get up to speed quickly, or want to understand and test a workbook before making decisions.
• Follow the logic and trust the outputs. ChatGPT explains what it’s doing as it works and links answers to the exact cells it references and updates. Because calculations run directly in Excel, teams can trace assumptions, audit formulas, and verify how results were produced. Before making changes to a workbook, ChatGPT asks for permission, so users can review each step and undo edits if needed.

Known limitations in beta

We are improving ChatGPT for Excel quickly based on user feedback. Some responses may take longer as we optimize performance, and generated outputs may occasionally require cleanup or adjustment to match preferred spreadsheet formatting or layout conventions. ChatGPT can generate and explain formulas, but complex formulas or edge cases may still require manual refinement.

Getting started

Starting today, ChatGPT for Excel⁠ in beta is rolling out for ChatGPT Business, Enterprise, Edu, Teachers, Pro, and Plus users in the U.S., Canada, and Australia. ChatGPT for Google Sheets is coming soon.

In Enterprise, Edu, and Teacher workspaces, access is off by default. Admins can enable it for specific users with custom roles and group permissions.

Financial data integrations in ChatGPT

For teams working in financial workflows, new data integrations and support for proprietary data through building your own apps using Model Context Protocol (MCP)⁠, make it easier to bring market, company, and internal data into a single workflow in ChatGPT. With GPT‑5.4, ChatGPT can handle longer context and more complex tasks, helping teams move faster on company research, model refreshes, and cited outputs for valuation, diligence, underwriting, and related work.

Simplify research and analysis

Integrations released today—including Moody’s, Dow Jones Factiva, MSCI, Third Bridge, and MT Newswire, with FactSet coming soon—bring market, company, and internal data into a single workflow in ChatGPT, as part of a growing ecosystem of apps. This helps users spend less time gathering inputs to produce cited outputs such as earnings summaries, valuation snapshots, and credit memos faster.

Quickly conduct due diligence

Teams can also use apps with research in ChatGPT to pull from filings, transcripts, decks, and spreadsheets to produce structured, cited outputs that export to PDF or Microsoft Word. Recent updates give users more control over the research process, including the ability to focus on specific websites and data sources, shape the research plan before and during a run, and review sources and citations in a redesigned workspace.

Security, governance, and control

For organizations adopting ChatGPT at work, ChatGPT Enterprise includes the security, governance, and access controls needed to use ChatGPT confidently, especially in regulated or data-sensitive environments:

• Manage and monitor access with RBAC, SAML SSO, SCIM, and audit logs, with support for common DLP and SIEM tools.
• Protect firm data with encryption in transit with TLS 1.2+ and at rest with AES-256, plus enterprise key management support.
• Meet regional data requirements with data residency and regional processing controls.
• By default, data shared with ChatGPT Enterprise is not used to train or improve our models.

Learn more⁠ about our enterprise-grade security, privacy, and compliance programs. Explore apps today⁠, or contact our team⁠ to learn more.

Customer impact

We’re working closely with financial institutions as they apply ChatGPT across research, underwriting, auditing, client engagement, code modernization, and operations. Across banks, asset managers, and insurance, we’re seeing impact in workflows like due diligence, client experience, and investment research—and we’ll keep learning alongside customers as they scale their AI deployments. 

“ChatGPT has materially accelerated our research and due diligence workflows—from financial analysis and market research to legal review and writing internal memos—while improving consistency across teams. It has expanded our team’s capacity, freeing our investment professionals to focus more time on judgment, debate, and conviction. We’re excited to be early adopters of new capabilities and to help shape how AI transforms financial services in the years ahead.”

Looking ahead

This launch builds on OpenAI’s ongoing work with analysts, strategists, researchers, and accountants. We’re learning from real-world deployments to improve our products and models and help institutions move faster while operating responsibly in regulated environments.

To learn more, contact our team⁠. Enterprise customers can build directly with OpenAI or work alongside experienced partners such as Accenture, Bain, Boston Consulting Group (BCG), McKinsey & Company, and PwC to integrate AI into existing data, applications, and operating models.

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