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Sample workspace — example data, not your own. Sign up free to run it on your own.
Financial Analyst Today Performance Forecast Business model Decisions Reports
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Today Performance Forecast Business model Decisions Reports Data & settings
Data & settings
Example: Manufacturing
Change example

Recurring / subscription

SaaS / subscription

Inventory

Distribution / wholesale Manufacturing Retail E-commerce

Projects & services

Construction Professional practice Agency

Location & asset-based

Logistics Clinic Hospitality

General

Other

Current best estimate of revenue, profit and cash.

✦ Ask the analyst

Available on every tab in your workspace — answers come with sources, the period, the calculation, and a confidence level.

What happens to cash if collections slip two weeks? How did this forecast change since the last close, and why?

Answers run on your connected books after signup. The sample keeps every number deterministic — it never improvises a reply.

Excel & Sheets setup

Install the add-in, connect it to your workspace, verify it, and run the governed round trip.

Installation status

Excel (Office.js) Not installed by default · sideload available now · AppSource publication not complete
Google Sheets Apps Script add-on — test deployment only; not yet verified in a real Sheets host.

The add-in code ships and is self-hosted by Ataski; store publication is a separate, not-yet-finished step. This page tells you honestly which is which.

Install the add-in

Excel manifest Download manifest.xml
Task-pane assets served ✓ OK
Manifest valid (SourceLocation) ✓ OK
Details
  1. Excel desktop: Insert → My Add-ins → Upload My Add-in → choose manifest.xml.
  2. Excel on the web: Insert → Add-ins → Upload My Add-in → manifest.xml.
  3. The Ataski pane opens from the ribbon; it loads from ataski.com over HTTPS.

Google Sheets uses the token-paste add-on (test deployment) — the same Connect values below.

Connect your workspace

API base URL https://ataski.com

Generating a sync token requires your own signed-in workspace — the Sample never mints credentials.

Pull the approved forecast

In the pane, pick the legal entity or client book this workbook is for, then Pull — it writes the Ataski Drivers and Ataski Forecast sheets from the approved forecast. Every Pull is scoped to that book; switching books clears the pulled forecast, so one book's edits can never be submitted into another.

A Viewer can Pull and read. Preview and Submit need an Admin or finance reviewer.

Preview & submit as a draft

Edit the highlighted driver cells, Preview the impact on revenue, result and cash, add a short rationale, and Submit. That creates one reviewable Forecast Draft — a human reviews and approves it in Ataski, and the accounting ledger is never written by any spreadsheet action.

These checks prove the server side only. Whether Excel actually loads the pane must be verified in a real Office host — an HTTP 200 on the task-pane URL is not that proof.