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What is Drift.ai?

Drift is an AI-powered analytics platform designed to transform traditional Excel spreadsheets into interactive, context-aware financial analysis tools. The platform enables professionals to query complex models, uncover insights, and analyze financial data using natural language prompts. Drift works directly with Excel models, allowing users to explore large multi-tab spreadsheets without manually reviewing each sheet or formula. The system can identify errors, highlight performance drivers, and generate strategic insights from financial models in seconds. Users can enhance spreadsheet analysis by connecting external context such as documents, PDFs, presentations, or market data sources. Drift also supports role-aware insights, meaning that analysts, managers, and executives receive information tailored to their specific decision-making needs. The platform maintains persistent analytical history, allowing teams to revisit conversations, compare data over time, and build institutional knowledge. Drift’s AI can write results directly back into Excel by generating new sheets, formulas, or outputs that integrate with the original model. This ensures that insights remain actionable within the existing workflow where financial teams already operate. The platform also improves collaboration by allowing teams to work from the same contextualized analysis rather than isolated spreadsheet versions. Enterprise security features such as encryption, SOC 2 controls, and strict data isolation ensure sensitive financial information remains protected. By turning spreadsheets into dynamic analysis environments, Drift helps financial professionals make faster, clearer, and more informed decisions. Overall, the platform bridges the gap between raw financial models and strategic insights needed by leadership teams.

What is Charm?

Leverage your spreadsheet capabilities to effortlessly create, adjust, and analyze a variety of text data. You can streamline the process of standardizing addresses, separate data into individual columns, and pull out significant entities, among other functionalities. Furthermore, you have the ability to rewrite content tailored for SEO, develop engaging blog posts, and generate an array of product descriptions. Easily fabricate synthetic data, including first and last names, addresses, and phone numbers. Additionally, you can formulate brief bullet-point summaries, reword existing text for clarity and conciseness, and so much more. In-depth analysis of product reviews, lead prioritization for sales, and the detection of new trends are just a few of the numerous tasks you can undertake. Charm offers a wide array of templates specifically designed to streamline frequent workflows for users, such as the Summarize With Bullet Points template, which helps to distill extensive information into a succinct list of essential points, and the Translate Language template, which aids in transforming text into various languages. This wide-ranging functionality significantly boosts productivity across an extensive array of tasks, making it an essential tool for anyone looking to work more efficiently.

Media

Media

Integrations Supported

Google Sheets
Microsoft Excel
Service Center

Integrations Supported

Google Sheets
Microsoft Excel
Service Center

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$24 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Drift.ai

Company Location

United States

Company Website

www.drift.ai/

Company Facts

Organization Name

Charm

Company Website

usecharm.ai/

Categories and Features

Spreadsheet

Analytics
Audit Trail
Calculators
Charting
Multi-User Collaboration
Templates

Categories and Features

Spreadsheet

Analytics
Audit Trail
Calculators
Charting
Multi-User Collaboration
Templates

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