LedgerlyAI

We are 3 first-year Beedie students attending our first hackathon.

Inspiration

As business students, we sometimes struggle to verify the correct financial logic in our spreadsheets. So we wanted to come up with something to help other business students.

What it does

It has 4 functions, the main function allows you to select a range of cells to check your financial logic, and it will give you an analysis and suggestions to change. The second function scans the spreadsheet and counts how many of each formula was used. The third is similar to the second, where it counts the number of hardcoded numerical values in the spreadsheet. And the final function explains the selected formula in the cell.

How we built it

We used VSCode & Cline to create a vbs template for Excel Add-ins. Used Google Gemini API to wrap a prompt and a range of cells to Gemini, then we parsed the response from Gemini, and printed it out on an Excel userForm.

Challenges we ran into

Limited-use Google Gemini API keys meant we had to keep swapping out the old keys with new keys.

Accomplishments that we're proud of

API calls and parsing through them, making a working Excel Add-in!

What we learned

API's POST, GET, PUT, DELETE. How useful it is to utilize services made by other companies.

What's next for LedgerlyAI

1. Be able to explain why and when to use financial ratios
2. Background error detection (costly to always send an API request)
3. Letting users ask their own prompts within Excel
4. Formatting suggestions
5. Allow the Add-in to make changes suggested by the response
6. Highlight mistakes on the spreadsheet itself.

Built With

• cline
• gemini
• vbs