Audience
Organizations across a wide range of industries
About Invest for Excel
Focus on your business numbers, rather than layout and formulas with Invest for Excel. The software solution for capital budgeting, financial modeling and valuation, Invest for Excel is trusted by over 1,600 international customers across a wide range of industries. It enables managers, investment analysts, controllers, investors, as well as production, marketing, and engineering teams to prepare complete cash flow models, introduce transparency in analytical calculations, and standardize investments analysis process in the whole organization.
Other Popular Alternatives & Related Software
Valere
Valere is designed to help asset managers, investors, lenders and brokers make informed decisions about their assets. Whether you need to determine value for acquisitions or dispositions, prepare detailed cash flow analysis or understand overall financial performance, Valere has your answer.
Into the performance of your assets throughout the investment lifecycle. Save time on budgeting. With an outlook to transform your data into optimal investment decisions. Manage multiple property valuations, investments, budgets and portfolios.
Learn more
Datarails
Datarails is an AI-powered financial planning and analysis (FP&A) platform designed for Excel users who want to keep their existing models while automating tedious tasks. With FinanceOS, finance teams can consolidate data from multiple sources, generate automated reports, and streamline month-end close without leaving the familiar Excel environment. The platform integrates with leading accounting software, ERPs, and CRMs to centralize all financial data in one place. Built-in visualization tools make it easy to present KPIs, drill into real-time data, and answer stakeholder questions instantly. Datarails’ FP&A Genius uses conversational AI to deliver quick, accurate insights from fully consolidated data. By reducing manual work, the platform frees finance teams to focus on strategic analysis and business growth.
Learn more
Macabacus
The fastest way to get more done in Microsoft Office: From spinning up complex models to creating branded presentations, finance professionals work faster with Macabacus.
Build better models and presentations faster with the most comprehensive productivity and brand compliance solutions available for Excel and PowerPoint — the must-have tools for power finance and consulting users. Tools for power users that address common pain points to facilitate construction of financial models. Visually identify errors and inconsistencies in your models that could result in costly mistakes. Create complex charts quickly, ensure their brand compliance, add components to existing charts, and much more. Declutter and reduce the file size of spreadsheets to improve stability and performance in Excel. Synchronize your table of contents and section slides/shapes with native sections so you can focus on content.
Learn more
FD4Cast
Consultative expertise combined with a first-class Excel tool that lets you really get hold of financials. For both startups and established businesses, and anyone else in between, it’s a winning mix of knowledge and technology. Bespoke financial modelling that meets your specific requirements for forecasting. Get better forecasts and improved accuracy in predicting your position. Produce the exact format that you require for your reports. Provide financial clarity with polished and professionally presented forecasts. Demonstrate your financial credentials by presenting your forecasting in precisely the right way that banks and other sources of investment capital want to see it. Get polished and professional reports with a wizard approach to printing that generates quality reports with ease and avoids the stress of formatting spreadsheets for print. Trust in our expertise and technology to provide a solid process and sound numbers that lets you make the right impact.
Learn more
Pricing
Starting Price:
$384.00/year/user
Pricing Details:
Enterprise Edition - 950 USD per license
Pro Edition - 580 USD per license
Standard Edition - 860 USD per license
Life Edition - 910 USD per license
Pro Edition - 580 USD per license
Standard Edition - 860 USD per license
Life Edition - 910 USD per license
Free Trial:
Free Trial available.
Integrations
Company Information
DataPartner Software
Founded: 1987
Finland
www.DataPartner.us
Other Useful Business Software
Gemini 3 and 200+ AI Models on One Platform
Build generative AI apps with Vertex AI. Switch between models without switching platforms.
Product Details
Platforms Supported
Cloud
Windows
Training
Documentation
Live Online
Webinars
In Person
Support
Phone Support
Online
Invest for Excel Frequently Asked Questions
Invest for Excel Product Features
Budgeting
"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
General Ledger
Run Rate Tracking
Version Control