How to Extract Finance Data from Excel Files Automatically
Run Bank Reconciler, Budget Sentinel and Cashflow Radar on your Excel ledgers in Nexus Runner: matched lines, budget variance and 30/60/90-day cash forecasts.
Skills in this bundle
Market Feed
Latest market news by category (general / forex / crypto / merger). Hybrid Finnhub source. (Action Co-pilot: generates next-best-actions (actions.json), follow-up tasks and calendar reminders on top of the analysis — what to act on today.)
Stock Radar
Search US/HK/CN stocks by symbol or company name. Hybrid data: live Finnhub when 免费行情源(无需key) is set, deterministic demo data otherwise. (Action Co-pilot: generates next-best-actions (actions.json), follow-up tasks and calendar reminders on top of the analysis — what to act on today.)
Bank Reconciler
Match bank statements against internal ledger -- exact/fuzzy amount, date window, reference text matching with multi-sheet reconciliation report
Budget Sentinel
Compare budget vs actual spending -- calculates variance, flags over-budget items, supports department grouping and threshold alerts
Cashflow Radar
Forecast cashflow horizons (30/60/90 days), category breakdown, confidence intervals.
Comps Review Critic
Comparable-companies (trading multiples) valuation: computes EV/EBITDA, EV/Revenue and P/E across a peer set with median/mean stats, then applies median multiples to the target's metrics to derive an implied valuation range, plus review next-best-actions (actions.json).
Hand your bank statements, budget sheets and cash history to the finance skills that run locally in Nexus Runner: Bank Reconciler matches amounts, dates and reference text, Budget Sentinel computes variance and flags over-budget lines, Cashflow Radar projects 30/60/90 days, and Comps Review Critic derives an implied valuation range from peer multiples. Every step reads the Excel files you already have and writes back structured, line-by-line results on your own Windows machine.
- This page uses only six skills already in the library: Bank Reconciler, Budget Sentinel, Cashflow Radar, Comps Review Critic, Market Feed and Stock Radar, all called from Nexus Runner 1.0.10.
- Inputs are the spreadsheets you already keep: bank statement plus internal ledger, budget versus actual spending, historical cash movements, and peer company financials.
- Outputs are structured rows: matched and unmatched transactions, over-budget items grouped by department with threshold alerts, 30/60/90-day cash forecasts with confidence intervals, and EV/EBITDA, EV/Revenue and P/E multiples with an implied valuation range.
- Pricing is per call in Nex: Bank Reconciler 10, Budget Sentinel 10, Cashflow Radar 5, Market Feed 5, Stock Radar 3, Comps Review Critic 3. The free tier gives 200 Nex per month, reset at the start of each month.
- Windows 10/11 x64 only. Spreadsheets are processed on your machine; only Market Feed and Stock Radar go online, to public market data sources.
What automatic finance extraction from Excel actually means
Automatic extraction here means a program reads the amount, date, reference, and account columns of your sheet, applies fixed rules to match and calculate, and writes the result back as new tables, instead of a person reading and copying row by row. MCP Nexus packages each finance action as a callable skill inside Nexus Runner 1.0.10: pick the file, map the columns, run it. Bank Reconciler handles statement-to-ledger matching, Budget Sentinel handles budget versus actual variance, Cashflow Radar handles the 30/60/90-day outlook, Comps Review Critic handles peer multiples and implied valuation, and Market Feed and Stock Radar bring in outside market context. The skill process executes on your own Windows PC, and the Excel files and intermediate results stay on your local disk.
From one spreadsheet to a report you can check, in five steps
The same spreadsheet, three ways to work it
| MCP Nexus | Manual work | Generic cloud AI | |
|---|---|---|---|
| Where the data goes | Skills run inside Nexus Runner on your PC and the workbook is never uploaded; only Market Feed and Stock Radar reach public market sources | Data stays local, but every row is opened and handled by a person | Usually the sheet has to be uploaded or pasted into a third-party service first |
| How the work is done | Columns are read by name and processed by fixed rules, so the same input yields the same output | Copy-paste, manual filters and one-off formulas, with the rules living in someone's habits | Free-form reasoning over text, where long tables get truncated and runs vary |
| What you get back | Matched and unmatched lines, variance and over-budget flags, forecast ranges and multiple statistics, written straight to spreadsheet files | Scattered across temporary sheets and notes that are hard to hand over | Mostly chat text that still has to be rebuilt into a table |
| Auditability | Every stage keeps its detail rows, so a figure traces back to the original transaction | The trail depends on the operator's memory and often has to be redone | Intermediate steps are invisible, so line-by-line checking is hard |
| What it costs | Nex per skill call, with 200 Nex free each month reset at the start of the month, Pro at CNY 49/month including 3000 Nex, Enterprise at CNY 299/month including 50000 Nex | Billed in staff hours, concentrated at period close | Subscription or usage pricing with no link to a specific finance action |
Real use cases
FAQ
Can finance data in Excel really be extracted automatically?
Yes. Point the finance skills in Nexus Runner at the workbook: Bank Reconciler reads the statement and ledger to match them, Budget Sentinel reads budget and actual columns to compute variance, Cashflow Radar reads cash history for a 30/60/90-day forecast, and Comps Review Critic reads peer financials for multiples. Skills read fields by column name, so no fixed template, formula or macro is required.
Is my ledger data uploaded to the cloud?
No. Skills execute inside Nexus Runner on your own machine, and the Excel files and intermediate results stay on your local disk. Only the two skills that fetch outside information go online, Market Feed for market news and Stock Radar for listed instruments, and they query public market sources without sending your spreadsheet content.
How much Nex does one reconciliation cost, and is the free tier enough?
Bank Reconciler is 10 Nex per run, Budget Sentinel 10, Cashflow Radar 5, Market Feed 5, and Stock Radar and Comps Review Critic 3 each. The free tier gives 200 Nex a month, reset at the start of each month, which covers a monthly reconciliation plus a budget review. Heavier use fits Pro at CNY 49/month with 3000 Nex or Enterprise at CNY 299/month with 50000 Nex.
Does it run on Mac or Linux?
Windows 10/11 x64 only. Nexus Runner is currently version 1.0.10 and there is no build for other operating systems, and it does not drive other applications through screen recording or simulated clicks.
Can I use the valuation from Comps Review Critic as is?
No, not as a final figure. Comps Review Critic produces an implied valuation range from median peer multiples plus a next-actions file for sign-off. That is a calculation, not a valuation opinion, and both the peer set and the conclusion must be reviewed by a qualified professional.