How Capital Planner is built.
Ask capital-appropriation questions in plain language — remaining budget, spend, ownership — instead of hunting through a spreadsheet.
Capital Planner — the Excel-grounded query agent
The production build: a natural-language query agent grounded in a single SharePoint-hosted Excel file of Capital Appropriation Request (CAR) data, maintained by Tim Maka. Finance team members ask questions like “How much is left on CAR123456?” or “How many CARs does Michael Pietrangelo own?” and get an answer without a manual spreadsheet lookup.
Hover or tap an agent above to see its pipeline and what it returns for this bid.
◆Capital Planner— Natural-language CAR queries
Gives Finance on-demand answers to capital-appropriation questions — balance inquiries, spend tracking, ownership lookups, and asset detail by CAR — grounded in the authoritative Excel file so answers match the system of record.
- SourceSharePoint-hosted Excel (CAR data) · every querysingle source, maintained by Tim Maka
Why it matters · Replaces a manual spreadsheet lookup with a plain-language question, grounded in the authoritative file.