USE CASE · Finance AI in Excel

Use AI for financial analysis without losing control of your data.

Apply policies when spreadsheet work involves forecasts, payroll, customer financials, or confidential plans. Check the information being sent to AI and keep a record of policy actions.

WHAT IS AT RISK

Understand what needs protection.

An analyst asks AI to write formulas, explain a variance, or summarize a forecast. A prompt or uploaded spreadsheet may include payroll details, confidential revenue plans, or information intended for the board.

01 / CONTROL

Check prompts and files

Inspect spreadsheet content shared through covered AI workflows and apply policies to sensitive financial information.

02 / CONTROL

Apply sharing rules

Allow, redact, block, or route a request for review according to the data and your policy.

03 / CONTROL

Review the result

Keep a record of the policy decision and action. Confirm the specific spreadsheet-to-AI workflow and coverage during evaluation.

PRODUCTS FOR THIS WORK

Choose the controls you need.

Generally available

Tutela Agentic Security

Check prompts, files, and agent actions against your policies. Investigate incidents with a record of the request and action taken.

Explore Agentic Security
Private preview

Tutela Data Security

Find sensitive information, see who can access it, and identify the exposure your team should address first. Available in private preview.

Explore Data Security

EVALUATE TUTELA

Put your AI controls
to the test.

Evaluate Tutela Agentic Security in your own AWS environment.

Request an evaluation

Complimentary 60-day evaluation.
H2H-issued AWS Marketplace private offer.
AWS infrastructure costs apply.