Alternatives to CData Excel Add-Ins

Compare CData Excel Add-Ins alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to CData Excel Add-Ins in 2026. Compare features, ratings, user reviews, pricing, and more from CData Excel Add-Ins competitors and alternatives in order to make an informed decision for your business.

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    Stratosphere

    Stratosphere

    Tally Systems

    Stratosphere is a cloud-based construction takeoff software that gives estimators unmatched freedom and flexibility to complete takeoffs from wherever they want, however they want. If you want a single piece of software that can save you hours and hours of time on every job, gives you access to your plans and projects from anywhere, and doesn't force you to change the way you estimate, then Stratosphere is the perfect fit for you. Stratosphere can be used as a standalone program from your web browser, with Microsoft Excel via our custom Excel add-in that gives you measuring tools right in your Excel toolbar, or with one of our estimating partners to integrate your takeoff and estimating tools seamlessly. We offer flexible monthly and annual plans with discounts for larger teams, and best of all, Stratosphere is completely free to try!
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    Office Timeline

    Office Timeline

    Office Timeline

    Office Timeline is a robust and easy-to-use PowerPoint add-in that helps you create Gantt charts, roadmaps and swimlane diagrams in minutes, by leveraging professionally built, fully customizable templates. The interface blends seamlessly with the native PowerPoint one, so it's guaranteed to look and feel familiar right away. Intuitive drag & drop actions eliminate the learning curve traditionally associated with project management software and give you full control over the design of all elements. Import features from popular software like Excel, MS Project, Smartsheet or Wrike allow you to bring in external data without manually entering the tasks and milestones. Save the templates and share your work directly from the add-in to make the best use of your time. Our vision is to help users of all levels ace presentations and tell a clear and compelling story via engaging visuals, without putting in hours of work before every single meeting.
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    SQL Spreads

    SQL Spreads

    SQL Spreads

    SQL Spreads is an Excel Add-in that allows non-technical end users to easily Update, Insert and Delete data in SQL Server tables directly from within Excel in a controlled manner. A SQL Spreads Designer creates controlled SQL Spreads Excel documents that are connected to a SQL Server database and then shared with Data Editors (non-technical end users) where they take ownership to update data and save back changes to the centralized data in SQL Server themselves. Download, install and connect to your database within 5 minutes with no coding required. By utilizing these features in SQL Spreads, you can keep data integrity as a key focus in your solution: - Look-ups with drop down lists - Automatic data validation - Tree Filters - Change Tracking - Conflict Detection
    Starting Price: $348/Designer/year
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    Flash Reports

    Flash Reports

    Finatical Software

    Flash Reports for QuickBooks Online turns your Excel spreadsheets into live, refreshable reports for faster financial analysis, budgeting, forecasting and multi-entity reporting. Instead of constantly exporting QuickBooks data to Excel, reformatting it and making manual updates, with Flash Reports from Finatical Software you can refresh QuickBooks Online finance data directly in your own Excel sheet, saving time and ensuring your reports are accurate and up to date.
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    PivotXL

    PivotXL

    HealthPlotter

    Get more out of your FP&A spreadsheets. Corporate Performance Management software built on top of Microsoft Excel. Give your data more structure and automate low level tasks for better operational and financial planning. Use our simple interface to create cubes. Each cube can have multiple dimensions, dimension members and measures. Connect the Excel cells to any cell in the cube. With our modern Microsoft add-in, upload and download data from the cloud to your spreadsheet templates. Use Pivot tables and other business intelligence tools to analyze data as you wish. Our workflow manager allows you to create complex tasks and attach templates to the task so completion and approval can be managed without any manual hassle. Alerts and notifications can be custom designed to keep users updated. If you are emailing Excel files back and forth or are using a Corporate Performance Management system only to bring it all down to Excel and re-do all your formatting, you should look into PivotXL.
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    CData Power BI Connectors
    Your business depends on real-time data from your backend systems to deliver actionable insights and drive growth. The CData Power BI Connectors are the missing link in your data value chain. The CData Power BI Connectors offer the fastest & easiest way to connect Power BI to 250+ enterprise data sources, so you can finally leverage Power BI for truly universal data analysis. Easily connect Microsoft Power BI with live accounting, CRM, ERP, marketing automation, on-premise, and cloud data for real-time visual analysis and reporting. Power BI connectors are available for many popular data sources, including: - Microsoft Dynamics CRM - MongoDB - NetSuite - QuickBooks - Sage Intacct - Salesforce - SAP - Sharepoint - Snowflake - And 200+ More! The CData Connectors offer superior query speed and performance through connectivity features like DirectQuery and QueryPushdown.
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    CData Drivers

    CData Drivers

    CData Software

    CData Software is a leading provider of data access and connectivity solutions, specializing in the development of drivers and data access technologies for real-time access to online or on-premise applications, databases and Web APIs. CData Drivers are universally accessible, providing access to data through established data standards and application platforms such as: - ODBC - JDBC - ADO.NET - OData - SSIS - BizTalk - Excel CData provides drivers for 130+ data sources and counting, including analytics & BI platforms, CRM, ERP, data warehouse & database tools and popular finance, accounting and marketing SaaS tools. CData Drivers enable you to: - Connect BI, Reporting & ETL Tools to 130+ Data Sources - Save 1000s of Development Hours — It's Already Done For You - Use SQL, instead of complex coding, to access and use your data CData Drivers are trusted worldwide and backed by the highest quality support, with dedicated support options available.
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    Excel Price Feed

    Excel Price Feed

    Coderun Technologies

    Live market data in your Excel spreadsheet. Excel Price Feed is an Add-in which includes 100+ new Excel formulas for live, historical and fundamental market data. Markets include stocks, stock indices, stock options, mutual funds, forex, commodities and cryptocurrencies. Real-time data for NYSE and NASDAQ, delayed data for other exchanges (Europe, Asia, Americas and Australia). Data is sourced from Yahoo Finance and IG Index / IG Markets.
    Starting Price: $10 per user per month
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    Financial Advisor for Excel
    Financial Advisor for Excel is an add-in software for Microsoft® Excel®. It has 74 financial calculators that will simplify basic financial calculations, saving you time and effort. These calculators can work for all sorts of different evaluations for cash flows, loans, investments, future values, rates of return, financial analyses and personal finances. You only need to enter the data as required and the calculators automatically give you the results. Before pressing the button OPEN , the checklist must be uncheked, in this way we are telling Windows that this file is secure so that the window will not be displayed again for this action.
    Starting Price: $44.90 one-time payment
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    XL Feeds

    XL Feeds

    XL Feeds

    XL Feeds is an Excel Add-In that displays in Excel live stock prices, fx rates and several other market quotes for worldwide financial securities delivered from various providers - such as Yahoo Finance. The live quotes may represent true real time data or incorporate a time delay of up to 15 minutes, depending on the market segment and the provider. It also displays historical data that can go back several decades with a frequency ranging from daily to by-minute. The XL-Feeds Add-In is not SAAS. It is installed locally on the client's pc and does not depend on external servers, except for the process of fetching the live quotes from the servers of the selected live feed providers. Its operation requires a license that is paid only once and lasts for a lifetime.
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    DynamicDocs Excel Add-in
    The DynamicDocs Excel Add-in provides a quick and effective approach to create bespoke PDF documents directly from Excel. This is done via integration with the DynamicDocs API. The add-in enables Excel users to format data into JSON (JavaScript Object Notation). After that, the user can call the API using custom functions and buttons in the add-in ribbon. The successfully created documents are then downloaded into a user-specified folder.
    Starting Price: $49.00/month
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    Excel-to-Word Document Automation
    The Excel-to-Word Document Automation Add-in automates updating of Excel-based content into Word and PowerPoint documents. Updatable content includes text, lists, tables, images, and charts. It also makes it easy to link/map the “dynamic” content to be updated. Update any new or existing Word or PowerPoint document with content from any new or existing Excel workbook. Update recurring reports and documents that need to be customized/personalized multiple times. Use your workbooks and your documents as templates -- any Word or PowerPoint document "linked" to the workbook using the core add-in can be used as a template The add-in makes it easy to link, test, upload, and manage document templates and associated Excel-based tools.
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    UNISTAT

    UNISTAT

    UNISTAT

    Best-practice statistical data analysis in Microsoft Excel is difficult with existing add-ins and other software tools. UNISTAT is different, adding the power and accuracy of a full-featured statistical package to your existing analysis and visualization workflow. Using UNISTAT as Excel addin is easy. All you need to do is select a block of data and then select a procedure from the UNISTAT menus. UNISTAT’s procedure dialogues are intuitive to use and you will not feel as if you are dealing with another program. Using UNISTAT as Excel addin is easy. All you need to do is select a block of data and then select a procedure from the UNISTAT menus. UNISTAT’s procedure dialogues are intuitive to use and you will not feel as if you are dealing with another program.
    Starting Price: $995 one-time payment
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    Chartrics

    Chartrics

    Margasoft Corp.

    Chartrics, developed by Margasoft Corp., is a data analysis and reporting software that automates PowerPoint, turning live data into always up-to-date presentations. It is the all-in-one PowerPoint add-in that automates reporting workflows for Research, Finance, Strategy, and Competitive Intelligence teams. From earnings summaries and QBR decks tomarket research and KPI dashboards, Chartrics (formerly DataPlay) eliminates repetitive tasks, reduces errors, and links your Excel data to PowerPoint – all in a single click. Chartrics is the only AI-powered Excel-PowerPoint add-in purpose-built to automate recurring reporting workflows. Unlike BI platforms or static plugins, Chartrics keeps analysts, strategists, and researchers working directly inside Microsoft Excel and PowerPoint - the tools they already know and rely on - while removing the manual, error-prone steps that slow reporting cycles.
    Starting Price: $99/month/user
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    CDXGeoData

    CDXGeoData

    CDX Technologies

    While our other software programs require a Windows-based version of Microsoft Excel, CDXGeoData provides access to location analytics from Windows, Linux, MAC OS and other platforms. Functions available include address correction, zip code lookup by address, geocoding, routing, radius analysis and many others. Use our free Excel add-in and pre-developed spreadsheet apps or roll your own application. CDXGeoData functions can also be accessed through a powerful Excel add-in that works in both Windows and MAC OS environments. No additional software needs to be installed - you just need an internet connection. Custom templates can also be developed in Excel and other platforms without worrying about licensing for additional users. You just manage the requests made to the service, not the number of users.
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    Analytics Edge

    Analytics Edge

    Analytics Edge

    Generate professional custom reports on your own computer with Microsoft Excel. The Analytics Edge Add-in runs inside Excel to automate web analytics, SEO, PPC and email marketing reports. Features like quick queries, scheduled refresh, and wizard-based macros supplement Excel’s already powerful reporting capabilities. The simple automation add-in has connectors for popular services like Google Analytics, Facebook Ads and more.
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    VT Final Accounts
    If you have not already done so, download the installation file from here. This installs the following programs on your PC: VT Filer; VT Fact Viewer; VT Transaction+ and VT Cash Book. VT Final Accounts is not a standalone program itself but gets installed as a set of VT Add-ins to Excel. If you experience any issue when installing see Installation. After installation the Add-ins tab appears in the main Excel menu, containing VT menu commands. If this is not visible, follow the steps at Add-ins missing. VT Final Accounts enables you to create a set of accounts in Excel (known as the 'accounts workbook'), from which you can generate an iXBRL file which can be submitted to Companies House. Stored directly in the workbook in Excel ('manual entry') if you want to enter a trial balance directly in the workbook or import a trial balance from another source. In the Workbook Properties dialog, enter the company details and financial period, select any of the options that are relevant to you.
    Starting Price: $196.32 per year
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    XLReporting

    XLReporting

    XLReporting

    XLReporting is an online Reporting and Budgeting Platform to create reports, budgets, and forecasts the way you want. As a controller or accountant, you want to automate your budget process by connecting your data sources and consolidating budget submissions by users. You can control the workflow, manage user permissions, and see the process status and history of changes at all times. - Design your own budget models in a built-in spreadsheet editor that is compatible with Excel. A familiar environment with the power of a database. - Define your own business structure - Import your data with 30+ connectors (QuickBooks, Xero, Sage, Exact, Excel). - Analyze your numbers. Choose from over 30 different visualisations and create automated reports. Publish or share your reports in a dashboard. Connect to your source. Consolidate automatically. Make decisions with confidence.
    Starting Price: €500/month
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    Spreadsheet Server

    Spreadsheet Server

    Global Software

    Spreadsheet Server by Global Software is a powerful Excel-based reporting tool that helps businesses streamline accounting and reporting tasks by connecting their ERP data directly within Excel. This means, users no longer have to resort to rekeying data or downloading data back into Excel. Users can simply pull their live ERP data straight into Excel, build reports on the spot, and then share reports and other files automatically to their team. Spreadsheet is used by over 4500 customers worldwide and supports leading ERP systems, such as Oracle, Infor, Netsuite ERP, and Sap.
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    OfficeReports

    OfficeReports

    OfficeReports

    OfficeReports is a Microsoft Office add-in suite that automates survey data analysis and reporting workflows inside Excel and PowerPoint. It enables market researchers, consumer insights teams, and consultancies to transform raw or aggregated data into branded, presentation-ready reports without manual copy-paste. - Calculo performs advanced crosstab analysis, significance testing, filtering, and weighting directly in Excel. - Presento automates the creation of PowerPoint slides from structured crosstabs, with features like table resizing, significance icons, and logo-based text replacement. - Intelligo combines analysis and reporting for recurring studies with live data links and one-click updates. OfficeReports integrates with SPSS, SurveyMonkey, Qualtrics, and more, providing a scalable solution for consistent, error-free reporting in market research.
    Starting Price: $108 per month
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    CData Connect AI
    CData’s AI offering is centered on Connect AI and associated AI-driven connectivity capabilities, which provide live, governed access to enterprise data without moving it off source systems. Connect AI is built as a managed Model Context Protocol (MCP) platform that lets AI assistants, agents, copilots, and embedded AI applications directly query over 300 data sources, such as CRM, ERP, databases, APIs, with a full understanding of data semantics and relationships. It enforces source system authentication, respects existing role-based permissions, and ensures that AI actions (reads and writes) follow governance and audit rules. The system supports query pushdown, parallel paging, bulk read/write operations, streaming mode for large datasets, and cross-source reasoning via a unified semantic layer. In addition, CData’s “Talk to your Data” engine integrates with its Virtuality product to allow conversational access to BI insights and reports.
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    Log-hub Supply Chain Apps
    Install the Supply Chain Add-in to extend Microsoft Excel with intelligent analytics functionalities to optimize your Supply Chain performance and realize cost savings. Get & Transform is the brand new data integration functionality in Excel. It has never been easier to connect, prepare and combine different data sources on a graphical user interface. Build sustainable end to end analytics workflows in Excel. Create the input for Supply Chain Apps with automated data pipelines. If the raw data is changed, the pipelines are refreshed, automatically.
    Starting Price: $429 per month
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    Infor F9
    Infor F9 is a user-friendly Microsoft® Excel® add-in that rapidly presents a real-time view of business information. With just the push of a button, F9 formulas can calculate anywhere in Excel—returning results in seconds. The solution helps to build dynamic reusable reports, which gives users more time to analyze their results and focus on strategic planning. F9 provides a rich suite of functionality, with wizards to create reports, analyze results, and drill into more detail. F9 formulas are fast and support specific ERP filters. The finance team can share reports, while role-based access delivers optional account security. Build dynamic reusable reports in Microsoft Excel with the F9 add-in. Pre-schedule Excel reporting to recalculate data for distribution automatically on a time or event-driven basis.
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    CData Connect

    CData Connect

    CData Software

    CData Connect Your organization depends on real-time business and operational data to deliver actionable insights and drive growth. CData Connect is the missing link in your data value chain. CData Connect enables direct connectivity from any application that supports standard database connectivity, including popular cloud BI and ETL applications, such as: - Amazon Glue - Amazon QuickSight - Domo - Google Apps Script - Google Cloud Data Flow - Google Cloud Data Studio - Looker - Microsoft Power Apps - Microsoft Power Query - MicroStrategy Cloud - Qlik Sense Cloud - SAP Analytics Cloud - SAS Cloud - SAS Viya - Tableau Online ... and many more! CData Connect acts like a data gateway, translating SQL, and securely proxying API requests.
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    Jet Reports

    Jet Reports

    insightsoftware

    Jet Reports: Advanced financial and business reporting solution inside of Excel and on the web.  Build, analyze, and distribute reports, all within Excel, in minutes. Built for Microsoft Dynamics NAV, GP, and 365 Business Central. Create custom reports from your ERP and export to Excel with a simple drag-and-drop interface. No IT or consultants needed. Click on any number and instantly get all the underlying data so you always have the answers at your fingertips. Pull real-time data from your ERP into your spreadsheets without having to download a new CSV every time. Easily export data from your ERP into Excel with one 1-click. No more manual downloads or CSVs.
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    Canopy

    Canopy

    Canopy

    Canopy is a financial data‑aggregation and analytics platform that consolidates portfolio data from any source, PDFs, Excel/CSV, APIs, SWIFT, custodians, and private banks, across all asset classes (equities, bonds, funds, private equity, hedge funds, derivatives, real estate, precious metals, crypto, art, wine, collections, etc.) and all currencies and geographies. It cleans, standardizes, and merges data into segregated PostgreSQL databases, one per client, enabling direct query access via an Excel add‑in or read/write database access and integration with other systems. Transactions are automatically processed to calculate asset allocation, performance, P&L, volatility, VaR, cash flows, risk analytics, and other financial metrics. Users can define unlimited “strategies”, custom groupings of transactions (by asset class, sector, account, security, etc.), and run infinitely configurable calculations via the web interface or Excel add‑in.
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    CData Sync

    CData Sync

    CData Software

    CData Sync is a universal data pipeline that delivers automated continuous replication between hundreds of SaaS applications & cloud data sources and any major database or data warehouse, on-premise or in the cloud. Replicate data from hundreds of cloud data sources to popular database destinations, such as SQL Server, Redshift, S3, Snowflake, BigQuery, and more. Configuring replication is easy: login, select the data tables to replicate, and select a replication interval. Done. CData Sync extracts data iteratively, causing minimal impact on operational systems by only querying and updating data that has been added or changed since the last update. CData Sync offers the utmost flexibility across full and partial replication scenarios and ensures that critical data is stored safely in your database of choice. Download a 30-day free trial of the Sync application or request more information at www.cdata.com/sync
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    SmartstatXL

    SmartstatXL

    Smartstat

    SmartstatXL: Powerful Statistical Analysis Right in Excel. Unlock the full potential of your data with SmartstatXL, the Excel add-in that integrates advanced statistical analysis seamlessly into your familiar spreadsheet environment. This tool is designed to simplify your data analysis process by combining the robust capabilities of statistical software with the accessibility of Excel. Key Features of SmartstatXL: • Full Excel Integration: Perform sophisticated data analyses directly within Excel. SmartstatXL's integration allows you to leverage Excel's functionality alongside advanced statistical tools without switching between applications. • Extensive Analytical Tools: Equipped with a wide array of features, SmartstatXL offers everything from Descriptive Statistics, Normality Tests, and Hypothesis Tests (including t-Tests and z-Tests) to more complex analyses such as Correlation, Regression, ANOVA, Time Series, Reliability Assessments, Factor Analysis, PCA, Discriminant Analysis
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    Velixo

    Velixo

    Velixo

    Velixo is an Excel-based, API-powered tool that delivers real-time ERP reporting, budgeting, planning, automation, analysis, and data push capabilities, all without compromising governance or formatting. It enables self-service reporting directly in Excel, empowering finance and operations teams to take ownership of their work and reclaim time. Velixo connects bi-directionally to your cloud ERP and Microsoft 365, supporting live data extraction, dynamic report creation, and single-click writeback of budgets, journal entries, project forecasts, or any ERP records. Its Smart-Refresh engine optimizes performance with in-memory caching and incremental updates. Accelerator functions tailored for ERP make report creation intuitive, while multi-company, multi-currency, and multi-tenant consolidation is seamless. Users benefit from smart drill-down capabilities that allow in-Excel exploration of underlying transactions or direct navigation back to ERP documents.
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    ASAP Utilities for Excel

    ASAP Utilities for Excel

    A Must in Every Office BV

    Save time in Excel with ASAP Utilities. ASAP Utilities is a friendly Excel add-in that saves our users a lot of valuable time. The many well-thought-out and useful tools make your work in Excel much easier and faster. With great enthusiasm, and for over 25 years already, our team ensures that ASAP Utilities is continuously evolving to help our users. It is truly one of the world's most popular add-ins for Excel. We love our work, are friendly and helpful and that shows in the quality of our product and customer service. We strongly believe in long-term solutions and relationships. ASAP Utilities is used nowadays by over 750,000+ users and 26,000+ organizations worldwide. ✔ Read to Save Hours in Excel? Download our fully functional 90-day Business trial or the free Home&Student edition.
    Starting Price: $49.00 one-time payment
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    CDXStreamer

    CDXStreamer

    CDX Technologies

    CDXStreamer is a suite of online tools and Excel apps to verify and correct address lists, add ZIP+4 Codes, or provide location analytics Your CDXStreamer account can be used to access our web-based bulk address correction and Zip+4 lookup tool and zip code demographics batch report tool. Additional online tools are available to process demographics by radius or by state and county. We also offer web-based tools with the ability to calculate the driving distance between US or Canada postal codes or between worldwide addresses. With our Excel add-in for address correction, there's no need to copy and paste from another software application. You can access the CDXStreamer toolbar in Excel or right-click anywhere in your spreadsheet. And you can easily update data with CDXStreamer custom formulas. An address verification template is also available to streamline the processing of long lists in Excel.
    Starting Price: $5 per month
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    DataCycle Reporting
    DataCycle Reporting is an easy-to-use, Excel-based reporting solution. It saves hours of wasted effort by automating many activities associated with manual Excel reporting. End-user reporting is easy with the built-in query wizard and report designer. It automatically extracts data from databases and accounting and ERP systems and then formats this information into graphically rich, pixel-perfect Excel reports. The built-in work planner automates report and alert generation and delivery via email or Web. The DataCycle Reporting software platform is an Excel automation solution that provides a full range of reports, from detailed operational reports for department heads to visually rich dashboard solutions for executives and decision-makers. End-users of DataCycle Reporting only need Excel. There is no software to install on the end-user computer - not even any Excel add-ins. And, there are no per-user fees.
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    CData Python Connectors
    CData Python Connectors simplify the way that Python users connect to SaaS, Big Data, NoSQL, and relational data sources. Our Python Connectors offer simple Python database interfaces (DB-API), making it easy to connect with popular tooling like Jupyter Notebook, SQLAlchemy, pandas, Dash, Apache Airflow, petl, and more. CData Python Connectors create a SQL wrapper around APIs and data protocols, simplifying data access from within Python and enabling Python users to easily connect more than 150 SaaS, Big Data, NoSQL, and relational data sources with advanced Python processing. The CData Python Connectors fill a critical gap in Python tooling by providing consistent connectivity with data-centric interfaces to hundreds of different SaaS/Cloud, NoSQL, and Big Data sources. Download a 30-day free trial or learn more at: https://www.cdata.com/python/
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    BarCodeWiz OnLabel
    Add barcodes to Microsoft Office with one click. Create a single barcode, pages of labels, or mail merge documents in Microsoft Word. Convert cells to barcodes or full sheets of labels directly in Excel. Easily create auto-incrementing barcodes. Add barcodes to your to your Access Reports. Choose from 23 types of barcodes, both linear (1D) and 2D. Compatible with all versions of MS Office from 2000 to 2016 and Windows 2000 to Windows 10. Create barcodes in any program supporting TrueType Fonts. Create single barcodes, pages of labels, or mail merge documents in Microsoft Word with the included add-in. Convert cells to barcodes or full sheets of labels directly in Excel using the included add-in. Create auto-updating barcodes by using Excel formulas. Add barcodes to your to your Access Reports. Add barcodes to Crystal Reports with the included User Function Library. Barcodes are created as text. Copy and paste to any document or program where text is supported.
    Starting Price: $149 one-time payment
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    Pine BI

    Pine BI

    Pinexl

    Pine BI allows users to create advanced dynamic charts, gauges and more in a single click in Excel. It also helps users turn an Excel Workbook into a dynamic and engaging dashboard, ready to present and share. Included are more than 25 of the most widely used and complex visualizations for data analysis and project management - Waterfalls, Actual vs. Target Charts, Gantt Charts, Gauges and much more. All visualizations can be presented in PowerPoint and shared with users without the add-in.
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    Melder

    Melder

    Melder

    Melder is an AI-powered Excel add‑in that brings generative intelligence directly into spreadsheets, enabling users to upload documents and web data, then interact with them using intuitive AI formulas, all without leaving Excel. You can drop PDFs or other files into cells and use formulas to summarize, extract, classify, and analyze content; all outputs include clickable citations to source sentences for verification. Additionally, a sidebar chat assistant lets users ask questions or build workflows directly within the workbook. Melder excels at automating laborious tasks like extracting insights from data rooms, reviewing contracts by pinpointing key terms, streamlining market research through competitor website scraping, and synthesizing transcripts from interviews or calls, all with the power of Excel formulas and without switching tools.
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    SSIS PowerPack
    SSIS PowerPack is a collection of 70+ high-performance, drag-and-drop connectors/tasks for SSIS (i.e. Microsoft SQL Server Integration Services). SSIS PowerPack is designed to boost your productivity using easy-to-use, coding-free components to connect many cloud as well as on-premises data sources such as REST API Services, Azure Cloud, Amazon AWS Cloud, MongoDB, JSON, XML, CSV, Excel, Salesforce, Redshift, DynamoDB, Google API (i.e. Analytics, AdWords), SOAP/Web API, Facebook, Twitter, Zendesk, eBay and many more. SSIS PowerPack also includes high-quality FREE commercial components and tasks with full support/upgrade. Inbuilt Layout Editor for creating complex XML with nested structure (Document Array, Nested attributes, CData Section). Automatically Split exported XML data into multiple files by Size or Number of records. Read XML Document and extract single or multiple properties by name or using XPath expression.
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    S&Q Capital IQ Pro
    Uncover relevant insights, faster. Use our real-time market monitoring dashboard, data visualization tools, and search capabilities to separate the immaterial from the invaluable. Dive deep into company data and enjoy constant updates to its quantity and quality. Seamlessly power your proprietary models and streamline presentations with our easy-to-use Excel add-in and suite of Office Tools. Access a library of hundreds of ready-to-use models and templates, or partner with our support analysts to build your own. Integrate data from Excel to PowerPoint or Word with fewer errors and refresh formulas in Excel with just one click. Instantly find information across companies, news, documents, research, transcripts and investor presentations with our smart search tool. Drill down to the data you need using custom formulas and filters. The new and improved document viewer incorporates AI-based search to speed up your discoverability process for text-based insights.
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    Office Pragmatics

    Office Pragmatics

    Office Pragmatics

    Purpose built add-in for Microsoft Excel, PowerPoint, and Word, enabling finance professionals to build more robust models, deliver cleaner decks, turn fewer comments, and reclaim valuable time.
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    Ideate BIMLink

    Ideate BIMLink

    Ideate Software

    Autodesk Revit users can easily import/export Revit data to/from Microsoft Excel with Ideate BIMLink. It pulls data from Revit for editing in Excel and then pushes volumes of precise, consequential BIM data back into the Revit model. Linking Revit and Excel with Ideate BIMLink enables you to export data from Revit to Excel, streamlining data management tasks and dramatically reducing the time they take to perform. Importing data from Excel to Revit means that your models will be instantly updated with all changes, making them clean and correct. Ideate BIMLINK is a powerful and progressive tool that enables you to leverage the parametric database within your Revit models by exporting data from Revit to Excel for easy review/editing, and then pushing the edited data back into the Revit model with speed and accuracy. Avoid manual errors, prevent on-site delays, and remove error-based rework by exporting Revit data to Excel for easy editing and then importing the updated data.
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    KwikInventory

    KwikInventory

    Worth Data

    Excel has always been a powerful tool for tracking and controlling inventory; however, fast data entry of the inventory transactions has been missing until the advent of KwikCount/EX™, our Excel inventory add-in for our TriCoder portable reader. KwikCount/EX has proven so popular, that we decided to create a version to take advantage of both our 7000 Series RF Terminals as well as our 7802 Wi-Fi RF Terminals. KwikCount/RF lets you create user prompts from your spreadsheet and then enter and update the spreadsheet cell's data using the RF Terminal in real-time! So, you can now do your physical inventories by RF, without special programming - no cabling, no separate steps to upload the data, and no possibility of loss of data.
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    statistiXL

    statistiXL

    statistiXL

    statistiXL is a powerful data analysis package that runs as an add-in to Windows versions of Microsoft’s sophisticated Excel spreadsheet program. statistiXL has been entirely designed and written by scientists in order to meet the demanding needs of anyone requiring access to a robust, versatile statistical analysis package that is quick to learn and easy to use. You no longer need to spend hours with manuals just learning how to perform the analyses you need in order to get to the really important bit the results. With it’s wealth of features, Excel provides an ideal environment for data input, manipulation and calculation. By leveraging this familiar environment, statistiXL greatly extends this feature set to encompass high-powered statistical analysis without the need to learn how to use an entirely new application from scratch.
    Starting Price: $40 per year
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    Saasant Transactions Online
    SaasAnt Transactions transforms the way you manage your accounting operations. Import, export, modify, delete, and migrate transactions effortlessly in QuickBooks and Xero from Excel files to overcome the manual data entry and tedious reconciliation processes in just a few clicks. You can confidently handle bulk imports, and export data in various formats such as xls, xlsx, CSV, txt, zip, and IIF seamlessly syncing the Invoices, Expenses, Bills, Bank Transactions, Estimates, Purchase Orders, Journals, Payments, and Expenses sales receipts, and ensuring the financial records such as are UpToDate in your QuickBooks and Xero so that you can focus more on the business activities. Product Features: Easy File Automations Bulk Transaction Importer (QuickBooks or Xero) Bulk Transaction Exporter Bulk Transaction Deleter Batch Transactions Import, Export, Delete and Modify Easy Live Edit Data in QuickBooks/Xero Excel, CSV, IIF, PDF Import to QuickBooks/Xero Automated Rules
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    gini

    gini

    gini

    Replace hard-coded spreadsheets with automated data feeds from your portfolio companies. Use anti-fraud algorithms to identify red flags. Instantly use public and private comps for DCF analysis. Build up-to-date cash flow forecasts in minutes. Get a standardized financial report every month. Automatically update data in your spreadsheets. Identify issues and ask the right questions early. If you’re an investor and you don’t have a financial fraud in your portfolio, it’s probably because you haven’t found it yet. Automate your data collection process to get accurate, real-time data on your portfolio companies. Granular real-time financial data on all your current, and future investments. Forget hard-coded Excel spreadsheets and reminder emails to your portfolio companies. Streamline your data collection process with live data sent directly into your own models and spreadsheets, updated every day.
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    TagniFi

    TagniFi

    TagniFi

    The TagniFi Console is an intuitive and powerful search engine for finding any of our 3 billion financial data points within seconds. The TagniFi Excel Add-In connects your Excel models to 2 billion financial data points on the TagniFi platform. Automate your DCFs, public comps, transaction comps, segment analysis, footnote analysis, interest rates, and more. TagniFi's advanced financial data technology offers an affordable, all-in-one solution that makes the business valuation process more profitable. Search for public companies with the TagniFi Console. Simply enter your valuation date and ticker symbols in Excel to run a guideline public company method. Search for public and private M&A deals with the TagniFi Console. Run your transaction comps within seconds by pasting the Deal ID into your Excel model. Calculate forward multiples for your guideline public company method as of your valuation date. Estimates are available for revenue, EBITDA, and EPS.
    Starting Price: $359 per month
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    Business Importer

    Business Importer

    CloudBusiness

    Instantly import files into your favorite accounting software. Data recording in QuickBooks, Xero, Sage Business Cloud Accounting or MYOB with no manual actions needed. Import Excel, CSV or Google Sheets into your accounting platform and track the results in real time. We offer a ready-made file template to simplify the process to just 1 click. Export any lists or objects from your accounting software into an Excel file and migrate company files at ease. Erase outdated or incorrect data and automatically run recurring imports without launching the app. Upload files from a cloud drive, set up schedules to automate recurring imports, undo data imports, run multiple imports at a time and much more.
    Starting Price: $10 per month
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    Qvinci

    Qvinci

    Qvinci

    Qvinci is a global leader in financial reporting technology. Our patented software works with QuickBooks®, Xero®, MYOB® and Excel® to provide you with insightful reporting and game-changing analysis. Set-up is quick and easy. Impact is immediate. Qvinci was founded on a simple idea: Provide the accounting, franchising and multi-unit markets with cost-effective, ERP-like solutions that deliver financial data consolidation, automated reporting, workflow management and advanced business intelligence through the cloud. Today, Qvinci’s industry-leading solutions empower users with actionable data that leads to increased operational efficiencies, deeper financial insights and greater profits. The capabilities found in Qvinci integrate with QuickBooks, Xero, MYOB and Excel to ensure users have access to the most up-to-date and accurate financial data possible.
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    Pine AI

    Pine AI

    PINEXL Ltd.

    Pine AI is an Excel add-in which utilizes Open AI's ChatGPT to bring the power of AI to your workbooks. - Never again spend your day looking for the right formula or VBA code. Simply explain what you need and Pine AI will give you the solution. - Pine AI can also help you analyze a set of data straight from your workbook. It can understand it and suggest appropriate actions. - Pine AI can help you automate manual tasks. Even if you're no VBA expert, you can still ask Pine BI to generate a code that will save manual work, and then run it, without ever going to the Developer tab! AI is here to stay and we're excited to be able to bring it to your Excel workbooks wit Pine AI! No complicated User Interface, no coding required, no additional downloads, nothing to install. The only thing you need is a Windows computer with Excel 2007 or newer, able to connect to the Internet.
    Starting Price: $9.90/month/user
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    XLfit

    XLfit

    IDBS

    Industry-standard models built-in with support for designing and sharing your own models. XLfit® is a Microsoft® Excel add-in for Windows that brings the power of scientific mathematics and statistics to Excel, together with supporting charting capabilities. XLfit is the leading statistical and curve fitting package for Excel and is used by the world’s leading pharmaceutical, chemical, engineering industries, and research institutions and is validated by the National Physical Laboratory (NPL). There are over 70 out-of-the-box models for both linear and nonlinear curve fitting available in XLfit, including all commonly used models for describing data from drug discovery-related experiments. An unlimited number of custom or user-defined models may be added. Linear and nonlinear modelling, interactive 3D and 2D charting, automatic and interactive point knock out. Features every scientist needs out of the box.
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    CtrlPrint

    CtrlPrint

    CtrlPrint

    CtrlPrint is a cloud-based, collaborative corporate reporting platform that streamlines the end-to-end creation, review, version control, tagging, and publication of financial, sustainability, and regulatory reports, helping teams eliminate manual work, ensure accuracy, and meet compliance requirements. It centralizes work across drafting, editing, review, approval, and final publication while supporting major reporting formats such as ESEF, UKSEF, CSRD, DK-GAAP, Inline XBRL (XHTML), and print PDFs from a single source of truth, reducing duplication and errors. It offers secure, role-based access with audit-proof version control, supports integration of live data from Excel and Word into designed layouts with automated updates, and enhances collaboration with clear workflows, permissions, and real-time visibility across contributors. Built-in XBRL tagging, validation tools, and compliance features ensure regulatory standards are met.