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What is Sum Buddy?

Sum Buddy is tailored for individuals who have hesitated to share spreadsheets due to worries about their presentation or the potential for unnoticed mistakes. We recognize that struggle; you're not looking to produce a detailed financial report, but simply want to share a client roster with your boss or a monthly budget with someone special. Unfortunately, conventional spreadsheets can be very challenging—trying to add a border or emphasize a header can instantly turn the design into a confusing jumble. As you extend a formula through various cells, doubts may arise: "Did I account for every row?" Fortunately, Sum Buddy removes that anxiety, acting as both your design partner and quality control expert in one convenient tool, guaranteeing that your spreadsheets look sleek and professional. With Sum Buddy, you can present your information with assurance, free from concerns about visual appeal or precision, allowing you to focus on what truly matters—communicating your data effectively.

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.

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Integrations Supported

Microsoft Excel

Integrations Supported

Microsoft Excel

API Availability

Has API

API Availability

Has API

Pricing Information

$4.99
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
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

Phasar Labs

Date Founded

2025

Company Location

Canada

Company Website

www.sumbuddy.net

Company Facts

Organization Name

Drift.ai

Company Location

United States

Company Website

www.drift.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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