The Drivepoint Add-In now includes an AI-powered agent that works directly inside your Excel SmartModel™. Instead of navigating menus or waiting on the team, you chat with the Drivepoint Add-In Agent in plain English and it takes action in your SmartModel™ in real time.

Open your SmartModel in Excel and launch the Drivepoint Add-In. Click on "Chat" inside the Sidepanel menu. Try these three prompts in order:

Step 1 — Get oriented

The agent reads your SmartModel and gives you a summary: company name, model version, date range, active channels, and key metrics. This confirms the agent is connected and reading your data correctly.

Step 2 — Pull in fresh data

The agent fetches your most recent data from Drivepoint's data warehouse and writes it directly into your model. No exports, no copy-paste. You can also try:

Step 3 — Ask a question

The agent reads from your model and responds in plain English. You're up and running.

Import Data on Demand

Tell the agent to pull in your latest data and it writes directly into your model from Drivepoint's data warehouse.

Try these:

Tip: You don't need to know which import to use. Just describe what you need — "I need my latest sales data" — and the agent will recommend the right import for your setup.

Handling unmapped accounts: If your financial accounts aren't fully mapped yet, the agent will let you know and redirect you to the mapping screen so you can resolve it before importing.

Imports with breakdowns: Some imports require input from you — for example, how you want product data grouped. The agent will ask you before proceeding.

Roll Your Model Forward

One prompt and the agent moves your SmartModel to the next period, handling tab logic, references, and everything in between.

Try this:

Tip: After rolling forward, follow up with a data import to pull in the latest actuals for the new period. The agent handles both steps from the chat.

Shortcut: If your books are closed, try:

The agent will import the latest QuickBooks information and ask whether you'd like to roll the model forward — handling both steps in one flow.

Ask Questions About Your Numbers

The agent reads your model and answers in plain English. Ask about any metric, time period, or line item.

Try these:

The agent can read across tabs and compare channels. It works best when you're specific about the metric and time period.

Tip: Be specific with time periods and line items. "What was COGS in February?" gives you a sharper answer than "Tell me about costs."

Navigate Your Model

The agent can open any tab in your SmartModel and help you find what you're looking for.

Try these:

Fix Broken References

If your model has #REF errors, the agent can find and fix them.

Try this:

The agent will scan your model, show you what's broken, and offer to repair the references.

Cell Edits & Formulas

Need to make a quick change or build a formula? Ask the agent.

Try these:

We're actively building additional capabilities for the agent. The following features are on the roadmap but not yet available:

We'll update this page as these capabilities ship.

Use Claude as your default model. The agent supports multiple LLM providers, but Claude delivers the most reliable results for SmartModel workflows today.

Be specific with time. "What was revenue in February?" works better than "What was revenue recently?"

Name the line item. "Show me COGS" is sharper than "Show me costs."

Ask follow-ups. The agent remembers context within a session. After getting a revenue answer, try "Break that down by channel."

Start with a summary, then drill down. Ask for a model overview first, then zoom into the specific lines that matter.

Your Drivepoint rep can walk you through any of these workflows live. You also have a dedicated Slack channel for real-time feedback during the beta — drop questions, flag issues, or share what's working. We're building this with you.