# HISAB 360

> HISAB 360 is an AI-powered Microsoft Excel add-in for accountants and finance teams. It reads sheets, writes formulas, runs sandboxed Python, reconciles with your ERP, generates VBA macros and ribbon buttons, and drafts reports through plain-English conversation inside Excel — turning each request into a governed workflow that sends only the needed context to your AI, routes risky writes through approval, and journals every change to an audit log.

HISAB 360 is a Microsoft Excel add-in (a VSTO add-in built in C# on .NET Framework 4.8) that turns plain-English requests into governed finance workflows. It is positioned as a controlled finance operating system inside Excel rather than a chatbot: it reads sheets, writes formulas, runs sandboxed Python, reconciles with your ERP, generates VBA macros and custom ribbon buttons, and drafts reports — with risky writes routed through approval and every change journaled to an audit log.

It does not resell AI. A WebView2 chat panel docks beside the spreadsheet and drives your own AI command-line tool — Anthropic's Claude Code or OpenAI's Codex — through a local MCP server on your machine, so AI usage is billed to you directly with no markup. Node.js 22 is bundled. HISAB 360 runs on Windows 10 or 11 with Excel 2016 or later (or Microsoft 365 desktop), .NET Framework 4.8 and the WebView2 runtime, and installs per-machine from a signed (Authenticode) installer — 64-bit or 32-bit, plus an MSI for IT deployment.

Pre-built connectors reach Odoo, Xero, QuickBooks Online, Zoho Books and FreshBooks over OAuth, REST and OData; ERP credentials are encrypted with Windows DPAPI and never leave the machine. Sandboxed Python runs in an isolated CPython process (pandas, numpy, openpyxl, plotly, reportlab and 40+ packages) with results written straight back to the sheet. Four operating modes — Ask-only, Plan, Action and Automate — govern what runs automatically, and only sheet names, ranges, headers and sample rows are ever sent to the AI; workbooks, audit logs and skill code stay local in %APPDATA%\HISAB.

Every plan starts with a 15-day free trial of the full Professional experience, no card required (once per machine, tracked server-side). Starter is $20/month ($200/year) for one read-only seat; Professional is $30/month ($300/year) and adds approval-gated ERP write-back; Team (3+ seats, 15% off) is $17/seat/month read-only or $25.50/seat/month read-and-write. Annual billing charges 10 months for 12, and Paddle is the Merchant of Record.

## Product
- [HISAB 360 — overview](https://hisab360.net/): AI-powered Excel add-in that automates financial reporting, ERP reconciliation, sandboxed Python analysis and workflow scripting — by conversation, inside Excel.
- [Features](https://hisab360.net/features.html): The four pillars — AI-driven, Python-powered, ERP-native and audit-grade — plus macro and ribbon generation, four operating modes (Ask-only, Plan, Action, Automate), and the hands-free Sahib & Sahiba voice advisor.
- [Use cases](https://hisab360.net/use-cases.html): Twelve weekly finance workflows — month-end close, bank reconciliation, AR/AP ageing, variance analysis, audit prep, financial statements, forecasting and more — plus by-industry playbooks for manufacturing, retail, services, real estate, non-profits and professional firms.
- [Pricing](https://hisab360.net/pricing.html): Starter $20/mo, Professional $30/mo, and Team from $17/seat/mo; plans differ only by ERP write-back and seat count. 15-day free trial of Professional, no card. You bring your own Claude or OpenAI Codex account and there is no AI markup; Paddle is the Merchant of Record.
- [Download](https://hisab360.net/download.html): Download the HISAB 360 Excel add-in for Windows — signed 64-bit and 32-bit installers, plus MSI packages for IT silent deployment.
- [Tutorials](https://hisab360.net/tutorials.html): Step-by-step tutorials for AI chat, sandboxed Python, ERP reconciliation, macro and ribbon generation, and audit controls.
- [Changelog](https://hisab360.net/changelog.html): Release notes and version history for the HISAB 360 Excel add-in.

## Capabilities
- [Bring your own AI (no markup)](https://hisab360.net/excel-ai-no-markup-bring-your-own-ai.html): Connect your own Claude or ChatGPT/Codex subscription or API key — AI billed to you at cost, no markup, no credits, no per-message cap.
- [ERP reconciliation & write-back](https://hisab360.net/erp-reconciliation-write-back.html): Pull live ERP data into Excel and post validated changes back (Xero, QuickBooks Online, Zoho Books, Odoo, FreshBooks, OData, CSV) — staged, approval-gated and audited.
- [Voice — Sahib & Sahiba](https://hisab360.net/voice-controlled-excel.html): Speak commands and the agent acts in your sheet; Sahib & Sahiba, the voice advisors, answer out loud. Speech-to-text is local and free; spoken replies via Windows, OpenAI or Google voices.
- [Python in Excel (local)](https://hisab360.net/python-in-excel-local.html): Run real pandas, numpy and plotly in Excel locally — no Microsoft 365 required — with results written back to the sheet.
- [Trial balance → financial statements](https://hisab360.net/trial-balance-to-financial-statements.html): Auto-classify a trial balance and map it to IFRS/GAAP financial statements, with balance checks and statement tie-out.
- [Governance (approval, audit, rollback)](https://hisab360.net/governance-approval-audit-log-rollback.html): Operating modes, per-write approval, a full audit log, one-click rollback and local-first privacy — so AI never silently edits your workbook.

## Documentation
- [Documentation overview](https://hisab360.net/docs/): HISAB 360 documentation — install, connect your ERP, chat with your spreadsheet, run Python, author skills, and keep every change audit-ready.
- [Getting started](https://hisab360.net/docs/getting-started.html): Get started with HISAB 360: install the Excel add-in, sign in, connect your AI, and run your first plain-English spreadsheet task in minutes.
- [Installation](https://hisab360.net/docs/installation.html): Install the HISAB 360 Excel add-in on Windows — requirements, the ~5-minute setup, Claude Code / OpenAI Codex, and antivirus troubleshooting.
- [Chat basics](https://hisab360.net/docs/chat-basics.html): Chat with your spreadsheet in HISAB 360 — effective prompts, skills, operating modes, undo, and multi-turn workflows for everyday finance tasks.
- [ERP connectors](https://hisab360.net/docs/erp-connectors.html): Connect Odoo, Xero, QuickBooks Online, Zoho Books, FreshBooks and OData/REST to Excel with HISAB 360 — pull data and, on paid plans, push journals back.
- [Python analysis](https://hisab360.net/docs/python.html): Run sandboxed Python inside Excel with HISAB 360 — pandas, numpy, openpyxl and plotly, with results written straight back to your sheet.
- [Skills](https://hisab360.net/docs/skills.html): HISAB 360 skills — reusable, pre-built routines for reconciliation, accruals, variance analysis and audit sampling. Use, modify, or share them.
- [Authoring skills](https://hisab360.net/docs/authoring-skills.html): Author your own HISAB 360 skills: write a YAML skill with optional Python, test it, and share it across your team's library.
- [Approvals & operating modes](https://hisab360.net/docs/approvals.html): Control what HISAB 360 runs automatically — Ask-only, Plan, Action and Automate modes plus per-write approvals, with everything journaled.
- [Audit log](https://hisab360.net/docs/audit-log.html): Every cell HISAB 360 writes is journaled — who, when, before/after values, and which AI turn triggered it. Export an audit-ready trail.
- [MCP server & API](https://hisab360.net/docs/mcp-api.html): How HISAB 360's local MCP server bridges your AI to Excel — the tool surface, the security model, and the connection status indicator.
- [Security](https://hisab360.net/docs/security.html): HISAB 360 security — local-only workbook data, DPAPI-encrypted credentials, operating modes, and exactly what context is sent to your AI.
- [FAQ](https://hisab360.net/docs/faq.html): HISAB 360 FAQ — answers on AI providers, pricing and trials, installation, voice, security, and using the add-in day to day.

## Guides
- [Blog](https://hisab360.net/blog/): Guides and walkthroughs for finance teams putting AI to work inside Excel.
- [Guide: reconcile a bank statement in Excel with AI](https://hisab360.net/blog/reconcile-bank-statement-excel-ai.html): Match a bank statement to your GL in Excel with HISAB 360 — plain-English prompts, sandboxed Python matching, and a full audit trail.
- [Comparison: HISAB 360 vs Claude for Excel, GPT for Work, Shortcut & Numerous.ai](https://hisab360.net/blog/best-ai-excel-tools-for-accountants.html): How HISAB 360 compares with Claude for Excel, GPT for Work, Shortcut and Numerous.ai for accounting and finance work — and how to choose.

## Video tutorials
- [Video: Generate VBA macros & ribbon in Excel](https://hisab360.net/tutorials/build-vba-macros-and-ribbon-in-excel.html): Watch HISAB 360 write working VBA macros and build a matching custom Excel ribbon from a plain-English prompt — no VBA editor, with approval and an audit log.
- [Video: Bank reconciliation in Excel with Python](https://hisab360.net/tutorials/bank-reconciliation-in-excel-with-python.html): Watch HISAB 360 match a bank statement to the GL inside Excel using sandboxed Python, flag exceptions, and save a repeatable script that re-runs every period.
- [Video: Read & write Odoo from Excel](https://hisab360.net/tutorials/connect-odoo-to-excel.html): Watch how HISAB 360 pulls live Odoo data into Excel and posts changes back — staged for approval and logged. The same flow works for Xero, QBO and Zoho.
- [Video: Connect Zoho Books to Excel](https://hisab360.net/tutorials/connect-zoho-books-to-excel.html): Watch how to connect Zoho Books to Excel with HISAB 360: pull live invoices, bills and contacts, then post changes back — staged for approval, every write logged.
- [Video: Build a 3-statement model in Excel](https://hisab360.net/tutorials/build-3-statement-financial-model-in-excel.html): Watch HISAB 360 build a 3-statement startup financial model — income statement, balance sheet and cash flow — in Excel from a plain-English prompt. Free template included.
- [Video: Post PDF invoices to QuickBooks Online](https://hisab360.net/tutorials/post-pdf-invoices-to-quickbooks-online.html): Watch HISAB 360 read a folder of vendor-invoice PDFs in Excel, match each to the right QuickBooks Online vendor and item, stage them as Bills, then post on approval.
- [Video: Install HISAB 360 on Windows](https://hisab360.net/tutorials/install-hisab-360-excel-add-in.html): Watch the full walkthrough of installing the HISAB 360 Excel add-in on Windows: run the signed installer, sign in, install Claude or Codex, and verify in about 5 minutes.

## Company
- [About](https://hisab360.net/about.html): What HISAB 360 is and the team behind it.
- [Contact](https://hisab360.net/contact.html): Get in touch with HISAB 360 — email support@hisab360.net or book a demo.
- [Privacy policy](https://hisab360.net/privacy.html): How HISAB 360 handles your data — workbooks stay on your machine and only sheet names, ranges, headers and sample rows are sent to your AI.
- [Terms of service](https://hisab360.net/terms.html): Terms of service for HISAB 360.
- [Data processing addendum](https://hisab360.net/dpa.html): Data processing addendum for HISAB 360 customers.
- [Refund policy](https://hisab360.net/refund.html): HISAB 360 refund policy.