Towards Robust Real-World Spreadsheet Understanding with Multi-Agent Multi-Format Reasoning

Spreadsheets are widely used to organize, analyze, and manipulate semi-structured data, yet automated spreadsheet reasoning remains challenging for large language models (LLMs). Real-world workbooks often contain implicit cross-table associations, fine-grained column dependencies, and complex spatial layouts. Existing methods typically flatten these multidimensional structures into sequential strings, losing important intra-sheet boundaries and inter-sheet semantics. Consequently, LLMs cannot exploit the global spatial context that human experts naturally use when inspecting spreadsheets. We propose SheetCompass, a graph-guided and memory-driven agentic framework for spreadsheet reasoning and automation. SheetCompass explicitly models structural relationships within and across worksheets while maintaining task-relevant information in memory, enabling agents to reason more effectively over complex workbooks.

Recent advances in multimodal Retrieval-Augmented Generation (RAG) enable Large Language Models (LLMs) to analyze enterprise spreadsheet workbooks containing millions of cells, cross-sheet dependencies, and embedded visual artifacts. However, state-of-the-art approaches exclude critical context through single-pass retrieval, lose data resolution through compression, and exceed LLM context windows through naive full-context injection, preventing reliable multi-step reasoning over complex enterprise workbooks. We introduce Beyond Rows to Reasoning (BRTR), a multimodal agentic framework for spreadsheet understanding that replaces single-pass retrieval with an iterative tool-calling loop, supporting end-to-end Excel workflows from complex analysis to structured editing. Supported by over 200 hours of expert human evaluation, BRTR achieves state-of-the-art performance across three frontier spreadsheet understanding benchmarks, surpassing prior methods by 25 percentage points on FRTR-Bench, 7 points on SpreadsheetLLM, and 32 points on FINCH. We evaluate five multimodal embedding models, identifying NVIDIA NeMo Retriever 1B as the top performer for mixed tabular and visual data, and vary nine LLMs. Ablation experiments confirm that the planner, retrieval, and iterative reasoning each contribute substantially, and cost analysis shows GPT-5.2 achieves the best efficiency-accuracy trade-off. Throughout all evaluations, BRTR maintains full auditability through explicit tool-call traces.

Spreadsheet systems (e.g., Microsoft Excel, Google Sheets) play a central role in modern data-centric workflows. As AI agents grow increasingly capable of automating complex tasks, such as controlling computers and generating presentations, building an AI-driven spreadsheet agent has emerged as a promising research direction. Most existing spreadsheet agents rely on specialized prompting over general-purpose LLMs; while this design has potentials on simple spreadsheet operations, it struggles to manage the complex, multi-step workflows typical of real-world applications. We introduce Spreadsheet-RL, a reinforcement learning (RL) fine-tuning framework designed to train specialized spreadsheet agents within a realistic Microsoft Excel environment. Spreadsheet-RL features an automated pipeline for scalable collection of paired start-goal spreadsheets from online forums, as well as domain-specific evaluation tasks in areas such as finance and supply chain management, which we compile into the new Domain-Spreadsheet benchmark dataset. It also includes a Spreadsheet Gym environment designed for multi-turn RL: Spreadsheet Gym exposes extensive Excel functionality through a Python sandbox, along with a refined harness that incorporates a comprehensive tool set and carefully designed tool-routing rules for spreadsheet tasks. Through comprehensive experiments, we show that Spreadsheet-RL substantially enhances AI agent's performance on both general and domain-specific spreadsheet tasks: it improves Qwen3-4B-Thinking-2507's Pass@1 on SpreadsheetBench from 12.0% to 23.4%, and raises Pass@1 from 8.4% to 17.2% on our curated Domain-Spreadsheet dataset. These results highlight Spreadsheet-RL's strong potential for generalization and real-world adoption in spreadsheet automation, and broadly, its promise for advancing LLM-based interactions with data interfaces in everyday work.