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Operis Analysis Kit (OAK)

Published by Operis Group Limited

Excel add-in from Operis Group Limited (110 Cannon Street, London EC4N 6EU, United Kingdom; North America: 181 Bay Street, Suite 3530, Toronto, ON M5J 2T3, Canada) for developing, reviewing, and auditing large, complex spreadsheets inside Microsoft Excel. Operis.com titles it Operis Analysis Kit (OAK) — The award-winning spreadsheet modelling Excel add-in — and says the Operis Analysis Kit, otherwise known as OAK, is an Excel add-in that saves time when developing and auditing complex spreadsheets by assessing the model structure and identifying errors; OAK is the preferred Excel add-in used by financial modellers in the world’s largest banks, blue-chip firms and public sector bodies. The OAK product site (operisanalysiskit.com) titles Excel Financial Modelling | Auditing Tools| Operis Analysis Kit and says With OAK you can reduce risk of errors, review spreadsheets and make better decisions; 30+ tools helping you with each step of the spreadsheet modelling process, including Summarize, Map, Formula Explorer, Compare, Review Tool, Search, reconstruct/prune/optimize formulas, worksheet/cell/name utilities, and Excel Utilities (Casing, Colors, Jump, Switch Signs, Convert References, Delete Styles). Pricing page title Financial Modelling Fees | Excel Add-In Package | OAK: Annual Subscription: £311.66 (+ Tax if applicable); Buy now. Free trial page title Try OAK - Excel Add-in to better audit Excel spreadsheets: 30+ tools for finance and consulting professionals; Start your 30 day Free Trial (oak-free-trial / About OAK: risk-free, with no obligations and no credit card required). Support FAQ: from December 29th 2025, OAK version 5.7.008; installer https://assets.operisanalysiskit.com/downloads/OAK5-57008.msi (HTTP 200, application/x-msdownload). OAK 5 is subscription-based with a refreshed UI and Formula Walker; OAK 5 is a Windows-only application and will not work on the Apple Mac unless you run Windows Excel under virtualization (not officially supported). The single OAK5 msi file installs OAK and registers it for use in both 32-bit and 64-bit Excel. Default per-user install to %localappdata%\Operis\OAK5; from version 5.4.004 the installer Advanced button also allows per-machine install to C:\Program Files (x86)\Operis\OAK5 (admin rights). Executable Operis.OAK.Exe. Load/unload via Excel Add-Ins / COM Add-ins manager; if missing from the ribbon, File → Options → Add-ins → Manage Disabled Items → Enable OAK (Excel 2010-O365). OAK only runs in the click-to-run edition of Microsoft 365, not the Windows Store edition. Will OAK install on Windows 8 or Windows 10? Yes. Offline: OAK 5 needs to check subscription status; 3-day grace period if the server cannot be reached. Support: oak@operis.com; phone +44 (0)20 7562 0400; Atlassian customer portal for tickets / latest installer. About OAK: started as Operis’s in-house modelling-team application, then shared with clients; Winner of the Lifetime Achievement Award 2020 at the Financial Modelling Innovation Awards. Operis has offered project-finance advisory, modelling, model audit, tax & accounting, training, and this software since 1990. This listing is Operis Analysis Kit (OAK) — not Operis advisory, financial modelling services, model audit retainers, tax & accounting, or Operis Academy training as separate catalog rows.

Price: Subscription

Platforms: Windows

Excel versions: 2010, 2013, 2016, 2019, 365

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Publisher site:Operis Group Limited

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