Multi-agent analysis

The analysis layer
your spreadsheet
has been waiting for.

Lexa runs a team of specialized agents — retrieval, modeling, validation — directly inside Excel and Google Sheets. Every number is traced to the source. Hallucinations stay out of your forecast.

Install for Excel Book a 20-min demo

50+ data sources Completey secure and encrypted data storage

LexaFileHomeInsertFormulasDataReviewFY26-Plan-v14.xlsx

F6fx=LEXA('What drove APAC YoY growth?', B5:E5)

	A Region	B Q1	C Q2	D Q3	E Q4	F YoY %
2	North America	$12.4M	$13.8M	$14.1M	$15.6M	+18.2%
3	EMEA	$8.1M	$8.9M	$9.4M	$10.2M	+22.4%
4	APAC	$4.6M	$5.2M	$6.1M	$7.0M	+34.1%
5	LATAM	$1.8M	$2.0M	$2.1M	$2.4M	+16.7%
6	Total	$26.9M	$29.9M	$31.7M	$35.2M	+22.6%

Lexa3 agents

What drove APAC's +34.1% YoY growth in Q4? Cross-check against the CRM.

retrieval

done

modeling

done

validation

0.7s

APAC growth driven by +47%in Japan enterprise (3 deals > $400K) and +28% SEA mid-market. CRM confirms 12 closed-won deals; pipeline ratio 3.4×.

salesforce.opp[Q4-APAC]sheet:Pipeline!B12:F88hubspot.deals

The architecture

Four agents.
One trustworthy answer.

Single-prompt LLMs hallucinate because they're guessing. Lexa decomposes every question into a pipeline of specialists — each one constrained to a narrow job, each output checked before it reaches your sheet.

01 / agent

Retrieval

Pulls only the cells, ranges, and source rows that matter. Schema-aware. Honors named ranges and pivot tables.

cellssqlcrm

02 / agent

Modeling

Runs the analysis as deterministic operations — sums, ratios, regressions, cohorts — never freeform math by an LLM.

determinismno-LLM-math

03 / agent

Validation

A second model checks the answer against the source data. If they disagree, the response is held back, not shown.

cross-checkblock-on-conflict

04 / agent

Trace

Every output gets a citation: cell range, query ID, or row-level source. Hover any number to see where it came from.

cell-levelaudit

0.4%

Hallucination rate on internal FP&A benchmark — versus 11.2% for single-call GPT-4 prompts.

every number

Cited to a cell range, SQL query, or CRM record. Click any output to jump to its source.

1.2s

Median end-to-end answer time across the four-agent pipeline. Built for the speed of a working spreadsheet.

Connectors

Every system you
already pay for.

50+

Native connectors. Two-way sync where it matters. Read-only by default. Refresh on a schedule or on demand.

AllCRMWarehouseFinanceMarketingAnalyticsSupportHR

Salesforce

crm

HubSpot

crm

Pipedrive

crm

Zoho

crm

Snowflake

warehouse

BigQuery

warehouse

Redshift

warehouse

Databricks

warehouse

Postgres

warehouse

NetSuite

finance

QuickBooks

finance

Xero

finance

Sage Intacct

finance

Workday

finance

Stripe

finance

Marketo

mkt

Pardot

mkt

Mailchimp

mkt

Iterable

mkt

Klaviyo

mkt

Amplitude

analytics

Mixpanel

analytics

Segment

analytics

PostHog

analytics

Heap

analytics

Zendesk

support

Intercom

support

Freshdesk

support

Greenhouse

Lever

BambooHR

Rippling

Gusto

Google Drive

files

Dropbox

files

OneDrive

files

SharePoint

files

MySQL

MongoDB

Airtable

Notion

Slack

comms

Teams

comms

Gmail

comms

Outlook

comms

Meta Ads

ads

Google Ads

ads

LinkedIn Ads

ads

TikTok Ads

ads

+12 more →
and a public REST API

Who it's for

For the people who live in the
monthly close.

Lexa was designed with FP&A teams first — but RevOps, analysts, and anyone whose real interface is a spreadsheet finds a home here.

Primary

Built for FP&A

Variance analysis, rolling forecasts, board-deck schedules. Lexa understands your model, your accounts, and your fiscal calendar — without a setup project.

VARWhy is OpEx 6% over plan?

FCTRoll Q3 actuals into the FY26 forecast

BVABuild the budget-vs-actual schedule for Tuesday

REVReconcile NetSuite to the GL workbook

Read the primary playbook

RevOps

Pipeline, faster

Pull pipeline straight from Salesforce or HubSpot, slice it any way you want, refresh on demand.

PIPStage-weighted forecast by AE

CHNChurn cohorts last 6 quarters

ACVACV ramp by segment

Read the revops playbook

Analysts

No more SQL paste

Query your warehouse from a cell. Snowflake, BigQuery, Postgres. Type a question, get a range.

SQLAuto-generated, parameterized

REFOne-click warehouse refresh

LINCell-level lineage to query

Read the analysts playbook

Inside the add-in

It lives where
your work already does.

Lexa opens as a side panel in Excel and Google Sheets. Selection-aware, cell-aware, citation-first. No new app to log into, no context to rebuild.

LexaFileHomeInsertFormulasDataReviewFY26-Plan-v14.xlsx

D6fx=LEXA('Explain OpEx variance and propose a $250K reallocation')

	A Account	B Plan FY26	C Actual	D Variance	E Variance %	F Note
2	Marketing	$2.40M	$2.71M	$0.31M	+12.9%	Brand campaign
3	Sales	$3.10M	$3.04M	($0.06M)	−1.9%	Headcount delay
4	R&D	$5.20M	$5.55M	$0.35M	+6.7%	AWS overage
5	G&A	$1.40M	$1.38M	($0.02M)	−1.4%	On track
6	Total OpEx	$12.10M	$12.68M	$0.58M	+4.8%	—

Lexaai

connected · 4 sources

Ask

Build

Refresh

Lineage

Explain the OpEx variance for FY26 plan vs actual. Propose a $250K reallocation that keeps total flat.

✓retrieval0.21s · B2:E5

✓modeling0.34s · 4 calcs

✓validation0.18s · 0 conflicts

Total OpEx is +4.8%over plan, driven mostly by R&D (+$350K, AWS overage) and Marketing (+$310K, brand campaign). Sales and G&A are slightly under.

Suggested reallocation: trim Marketing brand budget by $250K (push to FY27 launch window). Keeps total at plan, holds R&D for hiring runway.

1sheet · OpEx!B2:E5 · 4 cells

2netsuite · ledger.gl_accounts · FY26-Q1

3drive · Marketing-Plan-FY26.docx

insert into D6save as note↗ trace

selection D6+ NetSuite+ Salesforce＋ add source

›Ask Lexa, or run a /command…↵

Security & trust

Built like
finance infrastructure should be.

FP&A teams move sensitive numbers. Lexa is engineered for the auditor, the CISO, and the head of finance to all sleep at night.

No model training on your data

Inputs and outputs are never used to train any model — ours or third-party. Hard contractual prohibition.

POLICY

Stays in your tenant

Optional self-hosted or BYO-cloud deployment. Data never leaves your VPC. Customer-managed keys supported.

BYOC

Cell-level audit log

Every Lexa-written cell carries a signed lineage record: prompt, agents, sources, timestamp. Exportable.

AUDIT

Compliant by default

SOC 2 Type II, ISO 27001, GDPR, HIPAA-ready (BAA available). Penetration tested annually by an independent firm.

CERTIFIED

The analysis layeryour spreadsheethas been waiting for.

Four agents.One trustworthy answer.

Every system youalready pay for.

For the people who live in themonthly close.

It lives whereyour work already does.

Built likefinance infrastructure should be.

Stop pasting CSVs.Start asking.

The analysis layer
your spreadsheet
has been waiting for.

Four agents.
One trustworthy answer.

Every system you
already pay for.

For the people who live in the
monthly close.

It lives where
your work already does.

Built like
finance infrastructure should be.

Stop pasting CSVs.
Start asking.