The Transfer: January 2026

Intelligent Spreadsheets with CoSheet

One of our core product goals is to meet teams where they work. CoSheet is the next evolution of that vision: intelligent spreadsheets that work collaboratively with you.

We’re excited to share that we’ve integrated CoSheet into Sofie. This is a feature built for collaboration and precision. Data is the foundation of everything your team does, and we're focused on making this work feel more consistent, connected, and efficient. By weaving this new intelligence layer into Sofie you can confidently upload any Excel file or export your data work from Sofie to Excel seamlessly.

Sofie can answer questions about your data and deliver immediate insights, pattern detection, and statistical summaries. Build, analyze, and collaborate on anything from quick calculations to complex data models, all within a real-time collaborative environment. Pick up where you left off, collaborate with teammates in real-time, and never worry about version conflicts or data loss.

Here’s an overview of what you’re able to do:

• Leverage Sofie to build out formulas, just describe what you need in plain language and Sofie writes the formula

• Turn raw data into polished tables with automated styling and conditional formatting

• Upload files and get to work immediately — no reformatting or data loss

• Work collaboratively with your team members in real-time

• Turn data into charts and graphs

• Turn any Excel file into a smart layer within Sofie, or export spreadsheets built collaboratively with Sofie to Excel

Opus 4.6 Live in Sofie

Claude Opus 4.6 is Anthropic's most powerful model built for complex reasoning, nuanced analysis, and high-stakes outputs where depth and accuracy are critical. In Sofie, Opus is best used for heavy-lift tasks like tech transfer synthesis or regulatory gap analysis.

Powerful Memory, Better Insights

Leverage Sofie’s most advanced memory yet for faster, smarter, and more personalized outputs.

Tailored Responses Based on Your Background

Get more accurate, contextual answers based on your role, expertise, and current projects. Sofie automatically learns from every conversation—so whether you're a regulatory specialist preparing an NDA or a QC analyst running stability studies, your responses are tailored to how you actually work.

Automatic Continuous Learning

Work with a more responsive version of memory – Sofie now absorbs knowledge and context naturally without having to manually add to your memories.

Deeper Understanding

Manage your memory more efficiently with new persistent rules and time-awareness capabilities that bring more contextual answers.

Expanded Search Capabilities in CoMeeting

Search across all meeting contexts — titles, notes, summaries, and transcripts — and get a glance at each meeting with a preview that surfaces why each result matched.

Sharing Knowledge and Workflows with Sofie Insights

Over the past year, we've heard a consistent request from teams across research, manufacturing, and quality: Once we're onboarded, where do we go for help and guidance?

Today, we're excited to introduce Sofie Insights—a centralized resource hub designed to help you get the most out of Sofie. Here's what's available now:

• Insights: See how Sofie solves real biopharma challenges—from batch record review to deviation investigations—through practical use cases in "Sofie at Work" and workflow guides exploring specific features and capabilities

• Technical: Explore the engineering behind Sofie's agentic AI platform, from LLM architecture to regulatory-compliant system design

• Company: Stay informed on milestones, partnerships, funding, and team growth as we evolve

• Product Announcements: Get the latest features and platform improvements through "The Transfer," our release notes series

Whether you're building confidence with new workflows or deepening your understanding of the technology behind the platform, Sofie Insights has you covered—with videos and hands-on guides on the roadmap.

That's all for January. See you next month!