> For the complete documentation index, see [llms.txt](https://help.filed.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.filed.com/reference/plugins/prowork/excel.md). # Excel Prowork for Excel is an Office task pane add-in that opens a Filed sidebar inside Microsoft Excel. From the sidebar, preparers can select a client, use the AI chat to ask questions about client documents and data, request the AI to populate the active sheet with structured data, and cross-check workbook figures against source documents - all without leaving the workbook. ## What Prowork for Excel does The add-in runs as a task pane on the right side of the Excel window. It is available in Microsoft 365 Excel on both the desktop application and the web version. Once a client is selected, the AI has access to everything Filed knows about that client from the workspace's connected integrations. The add-in supports two distinct modes of work beyond basic chat: **Writing data to the sheet.** The AI can populate the active sheet with structured content: income summaries, formatted tables with totals, and other structured outputs. The preparer asks the AI to draft the data and it writes to the active range or a suitable location in the workbook. Every cell write goes through the add-in's tool layer - the AI does not modify the sheet without an explicit tool call. **Cross-checking figures against source documents.** The AI can compare values in the workbook against the client's source data from Filed integrations and report matches and discrepancies. This surfaces errors before the return is finalized without requiring a manual side-by-side comparison. ## Before you start * Microsoft 365 Excel (desktop application or Excel for the web) * Access to the Filed workspace where Prowork will be connected Each person installs the add-in on their own Microsoft account. This is not a shared installation - each device or account creates its own surface with its own login code. ## Install the Prowork Excel add-in {% hint style="info" %} **Install the add-in in Excel first, then generate your login code.** Login codes can only be viewed once - at the moment the connection is created in Filed. Starting from the add-in means the code is generated right when you need it, so there is nothing to keep track of in between. {% endhint %} {% embed url="" %} ## Sign in with your login code The login code connects the add-in to your Filed workspace. It is a one-time code: Filed shows it once, when the connection is created, and it cannot be viewed again afterwards. This is a security measure - the code acts as a credential for this specific installation. The smoothest way to sign in: {% stepper %} {% step %} ### Open the Filed task pane in Excel With the add-in installed, open the Filed task pane and click **Sign in**. The add-in walks you through the steps and takes you to the right screen in Filed. {% endstep %} {% step %} ### Create the connection in Filed Give the connection a device name and click **Next**. Filed generates your login code and displays it once - keep this browser page open until you have completed the next step. {% endstep %} {% step %} ### Paste the code in Excel Copy the login code, paste it into the Filed task pane in Excel, and click **Use token**. The status in Filed updates from Created to Active, and you are signed in. {% endstep %} {% endstepper %} {% hint style="success" %} **Lost the code or closed the page too soon? No harm done.** Simply create a new connection and use the fresh code - new connections do not cost anything extra, and unused ones can be removed from the Installations table at any time. Once you have signed in successfully, the add-in remembers you: the login code is only needed during setup, not for day-to-day use. {% endhint %} ## Selecting a client After signing in, the preparer selects a client using the search box or list in the task pane. Selecting a client loads that client's data from all connected integrations and scopes the AI's responses accordingly. Switching clients mid-session is supported. ## Asking questions in the chat The chat interface in the task pane gives access to the AI with full context from the selected client's documents and integration data. Preparers can ask about specific figures, request summaries of income or deductions, ask the AI to locate a document, and more. The AI answers using the data that Filed's connected integrations have made available for the workspace. ## Writing data to the spreadsheet Preparers can ask Prowork to draft structured content directly into the active sheet. A request like "draft an income summary for this client into my sheet" produces a formatted table in the active range, with labels, figures drawn from the client's data, and formula-based totals. The write operation goes through the add-in's tool layer, ensuring the AI only modifies the sheet in response to an explicit request. Being specific about the range or layout in the request (for example, "starting at cell B3" or "use the income categories from my existing rows") gives the AI more precision. ## Cross-checking figures against source documents {% embed url="" %} With a client selected, the preparer can ask Prowork to compare the figures in the open workbook against the client's source data from Filed. The AI reads the workbook and the client's integration data, then reports which figures match and which differ. This is most effective when the request names specific rows, columns, or cell references rather than asking for a general check of the whole sheet. For example: "compare column C to the W-2 income in Filed" gives the AI a clear scope. The source data the AI checks against comes from the integrations connected in the workspace. The relevant integrations must be connected and up to date for the cross-check to be accurate. ## Reinstalling or removing the connection ## Troubleshooting **The Filed tab or add-in does not appear in Excel.** Confirm the add-in has been installed through your organization's Microsoft 365 admin center or via Insert > Add-ins in Excel. If it is installed but not visible, check that Excel's Trust Center settings allow third-party task pane add-ins for the current document. **The Prowork Excel screen in Filed shows no login code.** Login codes are shown once, when a connection is created, and cannot be viewed again afterwards. To get a fresh code, either open your existing installation in the Installations table and choose **Reinstall**, or create a new connection. Both are safe: new connections do not cost anything extra, and any unused entries can be removed later. **Status stuck on Created.** The add-in has not completed the sign-in flow. Confirm the login code was pasted in the task pane and **Use token** was clicked. If the status remains Created, use Reinstall in Filed to generate a fresh code and sign in again. **Asked to sign in again unexpectedly.** After a successful sign-in the add-in remembers you - a new login code is not needed for regular use. If Excel does ask you to sign in again, generate a fresh code via Reinstall or a new connection; the previous code cannot be reused. **AI responses do not reflect the selected client's data.** Verify that the relevant integrations are connected in Filed for the workspace. If a document management system or tax software integration is missing or disconnected, the AI will not have access to that client's source data. --- # Agent Instructions This documentation is published with GitBook. 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