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Use AI for finance

Gemini for Google Workspace can help you understand complex financial data faster. Use Gemini to create formulas, pivot tables, summarize reports, and more.

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To get Gemini for Google Workspace, you need an existing Workspace plan.

A team using Gemini in Sheets to create a formula that calculates the total return on assets.

How Gemini for Workspace benefits finance teams

Save time and boost productivity. Gemini can assist with formulas, modeling, and summarizing financial information.

Gemini in Google Docs creating an executive summary from a financial report.
Improve productivity and save time

Gemini in Google Docs can help you draft financial statements, contracts, and transform lengthy reports into clear executive summaries. Gemini unlocks the power of AI in finance, helping select formulas for financial modeling, as well as streamlining investment research to inform portfolios.

Provide better insights

Gemini can help you analyze large amounts of data and extract relevant insights. Tap into Gemini's capabilities to make financial data more actionable and use Gemini in Google Sheets to create pivot tables, formulas, and drop-downs for more impactful financial modeling.

Gemini in Sheets showing options to Create a chart, Create a formula, or teaching how to create a pivot table.
Gemini summarizing Gmail threads and creating a slide deck for investment strategy.
Communicate and collaborate effectively

Gemini for Workspace can streamline communications across all apps. Gemini can take notes for you in Google Meet and help summarize lengthy threads in Gmail, easily identifying action items. Use Gemini in Google Slides to generate speaker notes when presenting financial findings.

Effective use cases of AI for finance

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Analyze and organize data

Ask Gemini in Google Sheets to organize large amounts of financial data for faster and more streamlined analysis.

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Draft financial documents

Gemini in Docs can help you create first drafts of contracts, profit & loss statements, financial reports, and more using help me write.

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Create polished presentations

Gemini in Slides can help you create visually striking presentations. Ask Gemini to suggest custom images or generate speaker notes.

Discover more with our latest Gemini resources

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Gemini for Workspace

Learn how Gemini for Workspace can inspire and boost productivity.

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Gemini Cheat Sheet Icon
Gemini cheat sheet

A guide for help with writing, organizing, and creating custom images using prompts in Gemini.

Learn more
Gemini Handbook Icon
Gemini handbook

Download our Gemini for Workspace handbook to learn more.

Get the handbook
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Digital Events

Learn how Google Workspace is helping businesses and organizations of all sizes.

Learn more
Gemini Icon
Gemini for Workspace

Learn how Gemini for Workspace can inspire and boost productivity.

Learn more
Gemini Cheat Sheet Icon
Gemini cheat sheet

A guide for help with writing, organizing, and creating custom images using prompts in Gemini.

Learn more
Gemini Handbook Icon
Gemini handbook

Download our Gemini for Workspace handbook to learn more.

Get the handbook
Digital events icon
Digital Events

Learn how Google Workspace is helping businesses and organizations of all sizes.

Learn more

Frequently asked questions

  • AI can be used in the financial sector to assist in research to inform investment opportunities, analyze data, and summarize information in invoices, contracts, and financial statements.

  • Gemini in Sheets can help you organize financial data, assisting with creating pivot tables, dropdowns, and formulas to analyze figures. Because Gemini for Workspace operates across all Workspace apps, Gemini can help summarize data and files, transforming them into clear executive summaries.

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    Try Gemini for Workspace

    Find the plan that fits your needs. The Gemini add-on requires an active Workspace plan.

    Get startedContact sales