HISAB 360 is an AI-powered finance automation platform that brings conversational AI, Python, ERP connectivity, and advanced Excel workflows into a single environment. Designed for accountants, controllers, and finance teams, HISAB 360 allows users to interact with their spreadsheets using plain English, ask questions, generate formulas, run financial analyses, reconcile data, connect to ERP systems, and produce reports without leaving Excel. The platform is built around a controlled and auditable workflow, making it suitable for finance operations where accuracy, traceability, and approval are important.
Rather than functioning as a conventional chatbot, HISAB 360 acts as a command layer inside Excel. A user can describe a task such as reconciling a bank statement with the general ledger, identifying unusual variances, preparing journal entries, or analyzing customer payments. HISAB then determines what workbook context is required, runs the appropriate workflow, performs calculations or analysis, and returns the results directly to the spreadsheet. Only the necessary sheet names, ranges, headers, and sample rows are provided as context rather than automatically uploading the entire workbook.
Python is another major component of the platform. Complex financial analyses can run through a sandboxed Python environment using tools such as pandas, numpy, openpyxl, and plotly. This allows HISAB 360 to handle tasks that go beyond standard spreadsheet formulas, including data matching, reconciliation, report generation, file processing, and repeatable financial workflows. Users can also create offline Python scripts that can be rerun during future reporting periods, helping standardize recurring finance processes.
HISAB 360 places a strong emphasis on governance and controlled automation. Teams can choose different operating modes depending on their risk requirements, including an Ask-only mode for read-only analysis, as well as more advanced modes that allow actions and automation. Workbook writes and ERP changes can be routed through approval gates before execution, while operations are recorded in an audit trail. This provides finance teams with visibility into what the system changed and creates traceable evidence that can be reviewed later.
The platform also connects Excel with several ERP and accounting systems, including Odoo, Xero, QuickBooks Online, Zoho Books, and FreshBooks. Users can pull financial data into Excel, analyze and transform it, and prepare changes that can be staged for approval before being sent back to the connected system. Example workflows include importing general ledger data, reconciling transactions, processing invoices, working with accounts payable and receivable information, and synchronizing accounting records.
Beyond AI and ERP connectivity, HISAB 360 includes a broad set of Excel automation features. Users can generate VBA macros and custom Excel ribbon tools through plain-English instructions, create Power Query workflows with AI, combine folders of Excel or CSV files into refreshable tables, and drill into transaction-level details behind spreadsheet totals. The platform also supports voice interaction through its Sahib and Sahiba voice advisors, allowing users to dictate requests and receive spoken responses.
HISAB 360 is designed around common finance workflows such as month-end close, bank reconciliation, ERP exports, audit preparation, management reporting, financial modeling, and ad-hoc analysis. It can help prepare accruals, investigate variances, match transactions, generate workpapers, build financial statements, summarize large datasets, and draft management commentary while keeping the resulting work inside familiar Excel-based processes.
The platform runs on Windows with Excel 2016 or later and offers a 15-day free trial that includes access to its features and 50 AI credits. No credit card is required to start the trial, and the installation process is designed to take only a few minutes.
Overall, HISAB 360 combines conversational AI, Excel automation, sandboxed Python, ERP integrations, offline workflows, and audit controls into a finance-focused operating layer inside Excel. By allowing finance teams to communicate with spreadsheets in plain English while maintaining approval controls and traceable operations, HISAB 360 aims to automate repetitive financial work without removing the spreadsheet environment that many accounting and finance teams already rely on.
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HISAB 360 is an AI-powered finance automation platform designed for accountants, controllers, and finance teams. It integrates conversational AI, Python, ERP connectivity, and advanced Excel workflows into a single environment, allowing users to interact with spreadsheets using plain English, perform financial analyses, and generate reports directly within Excel.
HISAB 360 offers several key features, including the ability to reconcile data, generate formulas, run financial analyses, and connect to various ERP systems. It also supports Python for complex analyses, provides controlled automation with approval gates, and includes Excel automation features like generating VBA macros and creating Power Query workflows.
Pros of HISAB 360 include its ability to automate repetitive financial tasks, its integration with popular ERP systems, and its user-friendly interface that allows for plain English commands. However, some users may find the initial learning curve steep, especially if they are not familiar with Python or advanced Excel functionalities.
HISAB 360 emphasizes governance and controlled automation by allowing teams to choose different operating modes based on their risk requirements. It includes approval gates for workbook writes and ERP changes, and all operations are recorded in an audit trail, providing visibility and traceable evidence of changes made.
HISAB 360 can assist with a variety of financial tasks, including month-end close, bank reconciliation, ERP exports, audit preparation, management reporting, financial modeling, and ad-hoc analysis. It helps prepare accruals, investigate variances, match transactions, and generate workpapers while keeping the work within the familiar Excel environment.
Yes, HISAB 360 offers a 15-day free trial that includes access to its features and 50 AI credits. No credit card is required to start the trial, and the installation process is designed to be quick and straightforward.