The problem
Finance teams can move faster with AI in spreadsheets, but the same workflow can expose revenue plans, payroll details, customer financials, and board-level forecasts through prompts, uploads, or generated summaries.
Use case
Let finance teams use AI in Excel without leaking board-level data.
Govern AI-assisted spreadsheet work by inspecting prompts, files, outputs, model routing, and sensitive-data context before finance workflows become shadow AI.
Why this matters
Finance AI in Excel is a business and security problem, not just a tooling category.
Why teams act now
If security responds by banning AI, the business loses productivity. If the business moves without controls, sensitive financial data can leave the enterprise boundary without a usable audit trail.
AI enablement journey
From employee productivity to governed AI operations.
This journey shows where useful AI work becomes unmanaged data movement, and how Tutela turns that moment into policy-backed enablement.
Employee productivity goal
A finance analyst wants ChatGPT or an AI assistant to generate formulas, variance analysis, charts, and executive summaries for a quarterly forecast.
Uncontrolled risk
Revenue plans, payroll details, M&A forecasts, and customer financials can be pasted into public AI tools before governance sees the movement.
Governance moment
Agentic Security inspects prompts, files, generated outputs, and model-routing decisions while Data Security helps determine whether the spreadsheet contains regulated, payroll, M&A, customer, or confidential revenue data.
Tutela product fit
Agentic Security governs the AI interaction path; Data Security supplies sensitive-data context so policy decisions are based on what the workbook actually contains.
Safe operating outcome
Finance keeps the productivity gain, but sensitive workbooks are warned, redacted, routed to approved models, or blocked before confidential data leaves the customer-controlled operating model.
Proof created
Security gets a reviewable record of the prompt, file context, model path, policy action, and resulting exception or approval decision.
What teams need to know
The questions teams need answered before they choose a path.
Finance, FP&A, security, and data-governance teams enabling spreadsheet AI without exposing confidential planning data.
Which spreadsheet workflows are employees already sending to AI tools?
Which workbooks contain confidential revenue, payroll, M&A, customer, or regulated data?
When should policy warn, redact, route to an approved model, or block the interaction?
What evidence will finance, security, and compliance need after an AI-assisted forecast is produced?
How Tutela helps
Bring the right data, AI, and deployment context into the conversation.
Tutela should help teams replace generic tooling talk with a clearer understanding of where risk exists, which controls matter, and what is worth evaluating next.
Start with the finance workflow
Frame the journey around the analyst's real goal: faster formulas, variance analysis, summaries, and forecast narratives.
Control the data movement
Use prompt, file, output, and model-path inspection to keep confidential financial context from moving into unapproved AI systems.
Keep the review evidence
Preserve policy actions, sensitive-data context, and model-routing decisions so finance enablement remains explainable.
What good looks like
Give buyers a sharper story than "we need another security tool."
The best public solution pages connect the operational problem, the business risk, the product fit, and the next best educational asset without dragging buyers through internal review mechanics.
Enable spreadsheet productivity without uncontrolled data movement
Apply policy based on prompt, file, output, and data sensitivity
Preserve evidence for finance and security review
Best fit products
Relevant Tutela products.
Tutela Agentic Security
Tutela Agentic Security helps organizations prevent sensitive data from leaking into AI workflows.
View productTutela Data Security
Tutela Data Security helps organizations find sensitive data, understand who can access it, and eliminate the riskiest exposure paths first.
View productRelated resources
Go deeper with the next best resource.
Agentic Security Technical Overview
Technical overview of Agentic Security visibility, inspection, policy action, and auditability across employee AI workflows.
Open the overviewData Security Executive Overview
Executive overview of sensitive-data posture, access context, and the control priorities Data Security helps organizations review.
Open the overview