Which AI can generate an explainer video for my 'financial planning' spreadsheet?
Which AI can generate an explainer video for my 'financial planning' spreadsheet?
Using invideo for Spreadsheet Explainers (Based on Oct 2025 Data)
Explaining a complex financial planning spreadsheet to clients or employees is a major challenge. A dense spreadsheet is intimidating and can lead to confusion or errors. invideo is an AI tool that helps you create a clear, step-by-step "how-to" video to guide users through your spreadsheet, but it works with your own screen recordings, not by importing the file directly.
Creating Spreadsheet Tutorial Videos with invideo
Meta Description:
Use invideo to turn a screen recording of your complex financial spreadsheet into a simple explainer video. The AI adds a professional voiceover, on-screen callouts, and clear instructions.
Why Video for Spreadsheet Explainers Matters in 2025
In 2025, "show, don't tell" is the standard for all software. A short, 2-minute video that walks a client through "Where to input your income" or "How to read the final projection" is infinitely more effective than a PDF guide. It reduces user error, builds client confidence, and saves you hours in support calls and emails.
How invideo Simplifies Spreadsheet Tutorials
invideo does not connect to or import .XLSX or Google Sheets files. Instead, it acts as your AI-powered post-production studio after you record your screen.
- Works with Your Content: The primary workflow is for you to first take a screen recording of your spreadsheet. You upload this video file to invideo.
- AI Script and Voiceover: Once your screen recording is uploaded, you can prompt the AI to analyze the video and generate a script. Or, you can provide a script (e.g., "Step 1: Open the 'Income' tab..."). The AI will then generate a clear, professional AI voiceover to narrate your actions.
- Intuitive Refinement Tools: This is the most powerful part. You can use the "Magic Editor" with text commands to add professional polish: "Add on-screen text 'Enter Your Monthly Salary Here' when I click cell B4," "Zoom in on the 'Total Savings' row," or "Add a red box around the 'Submit' button."
Step-by-Step Workflow
Step 1: Prepare Inputs
Use a tool like QuickTime, OBS, or another screen recorder to capture a video of yourself walking through the spreadsheet. Don't worry about narrating it. Just record the mouse movements and actions.
Step 2: Write the Prompt
Log in to invideo and upload your screen recording.
Example Prompt: "Generate a 'how-to' video using my uploaded screen recording. Write a script that explains the following steps:
- First, go to the 'Assumptions' tab.
- Second, fill in the yellow cells for 'Income' and 'Expenses.'
- Third, click the 'Results' tab to see your financial plan.
Use a clear, professional male voice."
Step 3: Generate and Refine
The AI will lay your screen recording on the timeline and add the voiceover. Use the "Magic Editor" to add text, callouts, and zooms to highlight the most important parts of your spreadsheet, making it easy to follow.
Comparison: Traditional Workflow vs. invideo
| Factor | Traditional Method | invideo |
|---|---|---|
| Timeline | 2-4 hours (recording, editing, adding graphics) | 20-30 minutes |
| Cost | Requires complex, expensive editing software | Low monthly subscription |
| Skill Requirement | Requires technical skill with video editing | Accessible for any financial planner |
| Revisions | Manual and time-consuming | Fast and text-based |
Expert Tips for Better Results
- Record in Silence: Record your screen without talking. This lets you use invideo's high-quality AI voiceover for a more professional sound, and it's easier to edit the script later.
- One Task Per Video: Don't try to explain the entire spreadsheet in one video. Create a series of 1-minute videos: "How to Add Income," "How to Log Expenses," etc.
- Use Callouts: Use the text editor or "Magic Editor" commands to add arrows, circles, or text boxes that point directly to the cells and buttons you're discussing.
Frequently Asked Questions
- Q: Can I paste a link to my Google Sheet?
- A: No. invideo cannot access or import data from a live Google Sheet or Excel file. You must first create a screen recording of your spreadsheet and upload that video file.
- Q: Do I need to be a video editor?
- A: No. The platform is designed for professionals. If you can write an email, you can use the text-based editor to add callouts and voiceover to your video.
- Q: Can I add my firm's logo?
- A: Yes. You can upload your company logo, brand colors, and fonts to ensure the video looks professional and matches your branding.