StratForge Agent

Universal Excel add-in

Choose your StratForge Agent plan.

A universal Excel add-in for licensed StratForge capabilities including Discovery, Requirements and Agile Requirements. Use workbook-aware AI support, projects, snapshots, hosted credits and reports.

Choose Self-Managed if you want to use your own OpenAI API key, or choose a hosted subscription with included StratForge credits.

Choose your plan View install steps

Public launch plans: Self-Managed Professional, Hosted Pro, and Hosted Team. Hosted credit packs are available after activation for customers on StratForge-hosted AI.

Windows Excel Desktop is the primary supported activation environment for the current install path. Live workbook modes include Discovery, Requirements and Agile Requirements.

What this gives you

  • Sheet-aware guidance based on the active workbook and stage
  • Review and drafting support for Discovery, Requirements and Agile Requirements outputs
  • Preview-then-commit write flow with safety guardrails
  • Traceability-focused coaching for decision readiness

Licence Options

Choose the operational model that best fits how your team wants to use the agent.

Self-Managed keeps model billing in your hands. Hosted plans reduce setup effort and include StratForge-managed AI access with monthly credits.

Self-Managed

Professional

Best for individual practitioners who want full control of model spend.

£99

per year

Annual licence
  • Use your own OpenAI API key
  • Excel-native agent guidance
  • Lower-cost route with user-controlled spend
  • Ideal for solo practitioners

Hosted

Pro

Recommended

Best for users who want a simple hosted experience with no API setup.

£39

per month

1,000 credits / month
  • No customer API key required
  • Hosted StratForge AI access
  • Included monthly credits
  • Buy extra credits when needed

Hosted

Team

Best for delivery teams that need shared access and pooled credits.

£149

per month

10,000 pooled credits / month
  • Shared workspace credits
  • Supports up to 5 users on base plan
  • Better for coordinated delivery teams
  • Cleaner governance and workspace access path

Do I need my own API key?

Self-Managed Professional: yes. Hosted Pro and Hosted Team: no.

Are credits included?

Hosted Pro includes 1,000 per month. Hosted Team includes 10,000 per month. Self-Managed does not include credits.

Are credits pooled?

Only Hosted Team pools credits across the workspace. Hosted Pro is single-user. Self-Managed does not use StratForge credits.

Who is each plan best for?

Self-Managed suits solo practitioners. Hosted Pro suits simpler individual setup. Hosted Team suits coordinated delivery teams.

Need more capacity? Team expansion and hosted credit top-ups are available from the customer workspace after purchase.

Before you buy

  • An Excel Desktop environment that can load Office add-ins
  • Excel Desktop on Windows for the current supported install flow
  • Permission to use org add-ins or custom Office add-ins in your Microsoft tenant
  • A supported StratForge command pack workbook ready to use with the add-in
  • A valid OpenAI API key for Self-Managed, or choose a Hosted plan if you do not want to manage API keys

Check this first if you are buying for yourself

  • Your organisation does not block custom or org add-ins in Excel
  • You can access the licensed purchase email to receive a six-digit activation code
  • You are comfortable using a hosted Office add-in rather than an offline `.xlam` file

If your environment is tightly controlled, speak to your Microsoft 365 admin before purchase.

Install and start in 4 steps

1. Download the add-in

Use the install route provided during activation, or follow the AppSource listing path when it is available for your tenant.

2. Upload in Excel

In Excel Desktop: Insert → Add-ins → My Add-ins → Upload My Add-in.

3. Activate and configure

Open the task pane and activate with your licensed email. Self-Managed users can then add their OpenAI API key in Settings.

4. Use with a supported workbook

Open a supported StratForge command pack and use Chat, Quick Actions, Review / Insert, and guided stage support.

Technical requirements

  • Excel Desktop with Office add-ins enabled
  • Microsoft 365 work or school account active in Excel
  • Supported StratForge command pack workbook
  • Valid StratForge Agent licence
  • OpenAI API key for Self-Managed, or a Hosted plan with StratForge-managed AI access

Environment and product support

  • Primary install and support path: Windows + Excel Desktop
  • Organisation deployment may require Microsoft 365 admin involvement
  • Install experience can vary by tenant policy, add-in permissions, and device controls

Ready to use StratForge Agent?

Choose a plan, activate with your licensed email, and manage projects, credits and reports from your customer workspace.

Choose your plan View command pack library