We’re excited to open the waitlist for experimental access to a conversational way to engage with your money: Tiller’s GPT for ChatGPT.
Don’t want AI seeing your financial data? No worries. This experimental feature is off by default for all Tiller users. You have to be invited to get early testing access and then will have opt-in within ChatGPT before ChatGPT can access your spreadsheets.
Curious how much you spent last month on groceries, but don’t want to dig into your Transactions sheet? Want to know whether the electric bill has been paid yet this month? Oh, and did you remember to pay your kid’s math tutor? Chatty’s got the answer. Just ask.
There are so many possibilities with AI and we’re excited to explore how this tool might help you gain clarity and financial confidence.
It connects directly to your Tiller-powered Google spreadsheets with read-only access and makes having a conversation about your money within a tool you already love and use easier than ever.
We’re looking for a small group of ChatGPT users to test out this experimental feature and provide feedback.
@dmhunter Yes, this is Google Sheets only right now. We generally start with Google Sheets because it’s easier to work with to help us validate these ideas. At this point, the tool is experimental and we are exploring what’s possible to decide whether it’s something we would ever release broadly as an official part of our product offering so I can’t say whether it will come to Excel because it’s not yet officially come to Google Sheets
@rhbaskin ChatGPT has much broader market adoption than Gemini for day to day conversational interactions. It also would make it more likely we could integrate with Excel in the future if it’s something we actually decide to seriously pursue.
I look forward to this technology being applied to this area. How is security / privacy handled with the LLM? Is the LLM Tiller-hosted or has Tiller made arrangements with the LLM provider the insure a level of sensitive information handling on par with all other areas in your service?
The last time we were in touch 2 years ago (approx), I was at the beginning of the Tiller learning curve, and you helped enormously. Now that tax time is upon us and I have familiarized myself with ChatGPT, here is where I am:
I am a full-time musician and bandleader in Florida. I see there are Tiller-supplied templates for adapting Tiller to IRS reporting requirements. I have successfully created my first useful pivot table showing in order of $$ amount the sidemen (1099) I paid in 2025. I wish to expand my skill at creating such reporting that’s ready-made for my accountant’s use for all of my tax-related transactions and deductibles. I wish I could find a how-to guide using a Tiller-enabled set of step-by-step instructions on how to do this (and the link to the template I should be using). I’m willing to send you my entire Tiller file (as I did at the beginning) to help you recommend the path I should follow.
Hi Heather. Sounds exciting, unfortunately I already have 2 other (non chatGPT) AI subscriptions so… Anyway, I wanted to mention that underneath the covers, Microsoft Copilot also uses OpenAI’s LLM (like chatGPT) and is also directly integrated with Excel. But I imagine that the API to ChatGPT is different so it wouldn’t be possible for Copilot users to piggyback onto this access. Just in case no one has checked…
+1 (rhbaskin) I’d be very interested if you use Gemini.
+1 (drolfs) Regardless of which AI, in theory once it has access to my personal Google sheets, could someone find a way to hack thru to my personal information once the interface is up and running? How would you “prove” it was secure?
Hello, can you share more about how Tiller is ensuring that our extremely sensitive financial information is being protected from unauthorized access by ChatGPT? The lack of regulation in the AI space is concerning, and I would consider moving away from Tiller if they are going to broadly adopt AI tools without making them opt-in and explaining clearly how user data will be protected from unauthorized access. MSN
+1 - Generally I feel like all of the Chatbots (ChatGPT, Claude, Gemini - not the neo-nazi ones) are amazing and provide great responses, but I find I’m more and more using Gemini given the simplicity and existing integration with the Google Ecosystem, I’ve had very few complaints. I’d be interest to beta test and provide feedback if there is a Gemini integration!
For those asking about Gemini, while there is not a Tiller Gem, Gemini does integrate with Google Sheets. I opened the Gemini panel from my Tiller sheet and prompted it like Heather’s example:
To add to the discussion about gemini; i’ve being using it on the side both have their quirks but it’s been ok, ie since i’m using it to generate reports/code vs general tends in the example above.
But gemini can’t interact directly with sheets unless you have the paid/integrated version.
Gemini formulas seems to work with less trial and error than chatGPT’s.
Both you have to remind of sheet’s limitations.
Gemini tries to predict what additional you might need based on what you’ve entered before, both good and bad.
I want to add +1 to the Gemini request. I have far more trust and confidence in Google’s responsible handling of data than OpenAI. I also want to underline other notes about privacy and data sequestration. I think you need to provide a really clear statement about what the data policy is around this pilot. I’d love to use it (I use most of the major LLMs between work and personal) but I care a lot about privacy, especially with sensitive financial information like this and would only even try it if I clearly understood the policy and permissions.
I am struggling to find a use case. The example here is not very compelling. What would be really useful is if AI could analyze all the transactions that are set to “prorate” (dozens of them every month), break them down and assign categories. That’s not possible without me also giving access to Amazon, Walmart, Costco, and some other retailers and, sometimes, uploading the receipts. So far I am resisting to sharing everything about me with these chatbots, although I have to admit at least the one I use knows a lot about me already.
A quick Google search says they’re still in the lead
@drolfs@ERTBen@nmh These are great questions. Use of this experimental GPT is completely optional. Privacy remains a core principle at Tiller and therefore any AI capabilities we offer are optional. If you are given early testing access to this GPT, we would share a link and you’d authorize ChatGPT to access your Tiller spreadsheets. It’s 100% opt in. All our systems are built with strict privacy and security protocols. ChatGPT and therefore OpenAI do not have any access to your Tiller spreadsheets unless you explicitly grant that access. The GPT analyzes data directly from your spreadsheet only when you ask it a question. We do not store that data anywhere. Access is explicit, scoped, and transient.
If you’re given early access and choose to use this GPT, whether your ChatGPT conversations train OpenAI’s models depends entirely on your personal ChatGPT account settings. This is controlled in your ChatGPT Data Controls, not by Tiller. When you opt in to use ChatGPT, you’re connecting to OpenAI’s platform under their terms. Your ChatGPT privacy settings apply just like they would for any ChatGPT use. You can confirm your settings within ChatGPT under Settings → Data Controls → Turn OFF “Improve the model for everyone” to ensure your conversations aren’t used for training.
So as always, your financial data stays in your control, and you decide what to share and when.
Let us know if you have further questions in this regard.
@danheller Would you be interested in testing them side-by-side? I’d be curious to know whether the GPT experiment does as good a job or better than Gemini in your sheet. Though there is something compelling about running it right inside your spreadsheet
Love this! I will definitely put Gemini through the paces alongside this GPT. Wondering how it would work on mobile though, guessing that would require a Gem?
Yes, we saw that news recently! Exciting.
Good to know!
Thank you for this feedback! The goal of this testing is to assess whether there are compelling use cases
LFG!!! I already add my spreadsheet to Gemini to analyze the data, it’s awesome. Actually created an agent to specifically look and respond to the data. Having a model internally would be beneficial to the masses, most who don’t already use or pay for an AI model.
