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Import Financials & Models

Published by ValueInvesting.io

Microsoft Excel add-in that imports financials and computes fair-value estimates for companies globally, with editable model assumptions (or hide pre-built models and keep the data). Install from Microsoft Marketplace as Import Financials & Models - ValueInvesting.io (WA200003121). Excel 2019 or later, or Excel on the web. Marketplace install is free; vendor free plan plus Regional/Global subscriptions from $14.99/mo billed annually, 7-day trial.

Price: Subscription

Platforms: Windows, Mac, Web

Excel versions: 2019, 2021, 365

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  • Adzviser

    Microsoft Excel add-in from Adzviser LLC that pulls marketing and sales reporting data from 30+ platforms (Google Ads, Meta Ads, GA4, TikTok Ads, Amazon Ads, Shopify, HubSpot, Salesforce, and more) into the workbook through a Home-tab task pane, without manual CSV exports. Marketplace title Adzviser | Microsoft Marketplace (https://marketplace.microsoft.com/en-us/product/office/WA200009891 HTTP 200): Adzviser by Adzviser; Get it now; Connect your marketing data from Google Ads, Facebook Ads, and 30+ platforms directly into Excel; Unlock the power of your marketing data in Excel with Adzviser; Adzviser lets you pull reporting data from 30+ marketing and sales platforms directly into Microsoft Excel—so you can build dashboards, track performance, and make decisions faster (without manual CSV exports); also a cost-effective alternative to Supermetrics, Funnel.io, Dataslayer, Catchr and Windsor.ai; Pricing & Subscription A subscription is required to use Adzviser; 14-day Trial: Try Adzviser for $0.99 for 14 days with full access to all features and data sources; Paid Plans: Plans from $48.99/month; Annual plans available with savings; No hidden fees; View Pricing https://adzviser.com/pricing; Get started in 3 simple steps: Install the add-in and open Adzviser from Excel; Find the Adzviser button in your Home tab (Excel ribbon) to launch the sidebar; Connect your data sources (30+ platforms) with secure OAuth; Run your first query, then click Get Data to Table to load results into Excel. This listing is the Microsoft Excel add-in WA200009891 — not a second catalog row for the Adzviser Google Sheets add-on, Adzviser for Power BI, Looker Studio / Data Studio connectors, ChatGPT / Claude / Gemini destinations, or MCP integrations. Not Supermetrics (already listed; different vendor). Homepage title Adzviser | Talk to your marketing data intuitively (https://adzviser.com/ HTTP 200): destinations include Microsoft Excel; Our pricing starts at $48.99/month; Start your 14-day trial for $0.99 today; Get unlimited account connections, unlimited queries, and full access to all integrated destinations — all with one single subscription; Proudly 100% made and hosted in the USA; © Adzviser LLC 2026. Pricing title Adzviser Pricing | Choose Your Plan (https://adzviser.com/pricing HTTP 200): Starter $48.99 per month (3 data sources of your choice; all 13 destinations; unlimited accounts per data source; unlimited data refreshes); Growth $148.99 per month (7 data sources); Enterprise Custom; Monthly Billing / Yearly Billing Save ~10% vs. monthly; Start 14-day trial. Install docs title Adzviser Docs | Installing the Adzviser Excel Add-in (https://docs.adzviser.com/microsoft-excel/installation HTTP 200): Via Microsoft AppSource Marketplace (Recommended) Visit Adzviser on Microsoft AppSource, Click the Get it now button, Sign in with your Microsoft account if prompted; Directly through Excel: Open Microsoft Excel (desktop or web version), Go to the Home tab in the ribbon, Click on Add-ins, search for Adzviser, Click Add; Launching Adzviser in Excel: Open any Excel workbook, Go to the Home tab, Look for the Adzviser button, Click the Adzviser button to open the task pane; System Requirements Excel for Windows (Microsoft 365, Excel 2019, Excel 2021), Excel for Mac (Microsoft 365, Excel 2019, Excel 2021), Excel on the web (via Office 365). Intro title Adzviser Docs | Introduction to Adzviser in Microsoft Excel (https://docs.adzviser.com/microsoft-excel/intro HTTP 200): Adzviser is now available as a Microsoft Excel add-in; Pull Marketing Data from 32+ platforms; Automatic scheduled refresh is not available in the Excel add-in (manual refresh only). Authentication title Adzviser Docs | Authentication from Excel (https://docs.adzviser.com/microsoft-excel/oauth HTTP 200): Launch Adzviser from the Excel ribbon; Authorize with Adzviser; Complete Authentication with Excel. Get Data to Table title Adzviser Docs | Get Data to Table (https://docs.adzviser.com/microsoft-excel/get-data HTTP 200). Refresh title Adzviser Docs | Refresh Data in Excel (https://docs.adzviser.com/microsoft-excel/refresh-queries HTTP 200): Click Refresh all queries; unlike the Google Sheets add-on, automatic scheduled refreshes currently are not available in the Excel add-in. Contact title Adzviser | Contact Us (https://adzviser.com/contact-us HTTP 200).

  • Anaplan for Microsoft 365

    Excel Office add-in from Anaplan Inc (marketplace title Anaplan for Microsoft 365, AppSource WA200004023) that brings Anaplan UX card data into Microsoft Excel. This is the Microsoft Marketplace / AppSource web add-in WA200004023 — not the sibling Excel Add-in Series 4 (modules and saved views; Windows desktop), not PowerPoint Add-in Series 1, and not the Anaplan Add-on for Google Sheets. Install from marketplace.microsoft.com / appsource.microsoft.com product office WA200004023 (Office Store: Open in Excel), or in Excel: Home → Add-ins → More Add-ins, STORE tab, search "Anaplan for Microsoft 365", then Add and Continue. If the Microsoft Add-in store is disabled for users, IT can add the add-in to the company catalog from the Microsoft Admin Center; then select it from the ADMIN MANAGED tab. After install, sign in with Anaplan account email and password (basic authentication) or SSO; vendor docs note that universal login with SSO does not work for classic or legacy SSO connections. Office Store: works in Excel 2016 or later on Windows, Excel 2016 or later on Mac, and Excel on the web (also Open in Word and Open in PowerPoint). Vendor Anapedia: part of an Anaplan subscription; available via desktop or browser on Windows or Mac; minimum required versions Microsoft Office 2019 and Office 365; Google Chrome supported (other browsers not supported); tablets via office.com; not for mobile devices or standalone Office apps. In Excel you can insert grid cards, chart cards, and the main grid of a worksheet as data; you cannot insert data from custom views; you cannot insert cards as data in Word or PowerPoint. Cards must be saved as card templates in the Anaplan UX first. List-formatted line items show as dropdown lists in editable cells (maximum 32,767 items per list). Connects with Anaplan UX cards; multiple connections per sheet per model; 5 million cell limit per connection; no upgrade installation required for new releases. To connect to modules and saved views instead of cards, use Excel Add-in Series 4. Pricing: included with an Anaplan subscription; public commercial path is Get a demo / Contact (anaplan.com/request-demo, anaplan.com/contact). Publisher: Anaplan Inc; Global Headquarters 1450 Brickell Avenue, Suite 3040, Miami, FL 33131; San Francisco 180 Howard St, Suite 200, San Francisco, CA 94105; phone +1-415-742-8199. Support: support.anaplan.com.

  • Board Add-in for Microsoft 365

    Excel Office add-in from Board International (marketplace title Board Add-in for Microsoft 365, AppSource WA200009756, publisher Board International - 365 / PN200006082) that connects Microsoft Excel to the Board Enterprise Planning Platform for governed planning, reporting, budgeting, and forecasting inside the workbook. Marketplace title Board Add-in for Microsoft 365 | Microsoft Marketplace; Get it now; meta description Make better decisions - right from Excel directly connected to Board. Marketplace overview: Board Add-in for Microsoft 365 - Excel; The Board M365 Excel Add-in connects Microsoft Excel with the Board Enterprise Planning Platform, enabling you to access governed, real-time Board data directly from your spreadsheets; Build, refresh, and share reports faster with the flexibility of Excel and the power of unified, connected planning in Board; designed for business users and analysts who need accurate, up-to-date information for planning, reporting, budgeting, and forecasting. Key Benefits: live access to Board data with no exporting or manual refreshes; interactive flexible layouts (dynamic tables/charts, filters, selections, multidimensional data); branded reporting; unified collaboration on Excel files aligned with the Board environment; cross-platform support across desktop, web, or Mac OS. Marketplace note: This add-in is free to install, but connection requires access to an existing Board subscription and Board version 15 or newer; Visit board.com for licensing and platform details; additionalPurchasesRequired true; appActionType FREE; hasPrices false. This listing is the Board for Microsoft 365 Excel Add-in (Office.js / Microsoft Marketplace Get it now; install from Excel 365 Home > Add-ins, search Board Add-in for Microsoft 365, Add, or Microsoft 365 admin center centralized deployment) — not the older MS Office Excel Add-in for Board V14 and earlier, not Board MS Office Add-in for Word, and not Board MS Office Add-in for PowerPoint. Vendor about page title About Board for Microsoft 365 Excel Add-in (updated 2026-08-06): compatible with V15 and later; create Board Tables in Excel or export a Flex Grid to an add-in-compatible workbook and connect it to a Board Data Model; four main use cases ad-hoc reporting and self-service, pixel-perfect output and printing, data integration, and mobile access via Excel for the web; Board Tables are the Board data-pivoting Object used in Excel; workbooks created with one add-in are not compatible with the other. Vendor install page title Board for M365-Excel Add-in deployment: self-service from Excel or Microsoft Marketplace WA200009756, or centralized deployment via Microsoft 365 Admin Center; Board Cloud only; versionless add-in that automatically aligns with the connected Board 15 or newer instance; M365 Add-ins included in Power User and Developer licenses; for other licenses Administrator permission is needed per user; after activation a Board group appears on the Excel Home tab Ribbon; first login asks for Environment URL then Board Platform sign-in. System requirements title System requirements, technical prerequisites, licenses, and performance limitations: Excel 2016 or later, Microsoft 365 for Windows; Excel 2019 or later, Microsoft 365 for Mac; Board 15, cloud only with Subscription Hub (15.1 added Cloud without Subscription Hub); only XLSX is compatible. Marketplace product JSON WA200009756: SupportLink https://support.board.com; PrivacyPolicyUrl https://www.board.com/privacy-policy; WorksWith Excel_2019_Mac, Excel_Online, Win32_Excel, Excel_M365_Mac, Excel_M365_Win; AppVersion 1.1.0.0; ReleaseDate 2026-08-11T04:45:08.642+00:00. Vendor pricing page title Board | Software Pricing: customized quote / Request pricing; includes Board add-ins & integrations (Office Add-In, SAP connector, parallel engines, and broadcasting package). License types title Board License types and add-ons (updated 2026-09-01): Board for M365 Add-ins included with Developer and Power User licenses; M365 Add-ins compatible with Board version 15 or newer which have the Subscription Hub. Marketplace icon HTTP 200 image/png 7545 bytes PNG; screenshot image2_office1.png HTTP 200 image/png 553453 bytes PNG.

  • ChartExpo for Excel

    Excel Office add-in from PolyVista (marketplace title ChartExpo™ for Excel, AppSource WA104380662; Office Store publisher polyvista.com) that adds custom charts inside Microsoft Excel. This is the Microsoft Marketplace / AppSource web add-in WA104380662 — not ChartExpo for Google Sheets and not ChartExpo Power BI custom visuals. Install from marketplace.microsoft.com / appsource.microsoft.com product office WA104380662 (Office Store: Open in Excel), or in Excel: Insert → Add-ins, select ChartExpo, then Add. A Microsoft account is required to install from the Microsoft Store. IT can deploy from the Microsoft 365 Admin Center. After install, look for the add-in on the Home tab under Add-ins. Office Store: works in Excel 2013 Service Pack 1 or later on Windows, Excel 2016 or later on Mac, and Excel on the web. Vendor Excel page also lists Excel 365 on Windows and Mac. In Excel: select a chart, select data, click Create Chart. Vendor gallery includes Sankey, Likert scale, comparison bar, Pareto, funnel, gauge, radar, radial bar, sunburst, scatter, CSAT survey, dot plot, double bar, matrix, multi-axis line, overlapping bar, control, slope, clustered bar/column, box and whisker, tornado, waterfall, and word cloud. The ChartExpo app does not collect, transmit, or store worksheet data on external servers; processing stays in the local Excel environment. The add-in cannot delete or change worksheet data. Pricing (chartexpo.com/Pricing and FAQ): free 7-day trial with no purchase or credit card required (trial charts show a ChartExpo watermark); then $10 per user per month via in-app purchase processed through PayPal (guest checkout accepted; major credit cards via PayPal). Monthly auto-renewal; cancel anytime; no full or partial refund. Custom pricing via Contact Us. Paid subscription removes the watermark and unlocks SVG and PDF export (PNG and JPG export available during trial). Publisher: PolyVista (polyvista.com), providing analytics software since 2001; ChartExpo is PolyVista's visualization plug-in for Excel, Google Sheets, and Power BI. Support: support@chartexpo.com / chartexpo.com/Home/Contact.

  • Coefficient

    Excel add-in that connects live business data from 100+ sources (Salesforce, HubSpot, warehouses, and more) into the workbook, with scheduled refreshes and write-back. Free plan plus paid subscriptions; 30-day Pro trial. Excel Desktop (Windows/Mac) and Excel for Web.

  • Databricks Add-in for Excel

    Excel add-in from Databricks Inc. that connects a Unity Catalog workspace to the workbook so business users can browse and import governed Lakehouse tables without writing SQL, run optional SQL, build native pivot tables, refresh imports, write data back to Unity Catalog, and ask Genie One in natural language. Custom functions DATABRICKS.Table and DATABRICKS.SQL pull tables and parameterized queries into cells. Install from Microsoft Marketplace WA200010255 (Databricks Add-in for Excel) or a workspace-URL manifest; Azure Databricks has a separate Marketplace listing WA200010253. Supported on Excel for the web, Excel on Windows (Microsoft 365), Excel 2019 or later on Mac, and Excel on Mac (Microsoft 365). Requires a Unity Catalog workspace, Databricks SQL access with CAN USE on a SQL warehouse, and the Excel Connector preview. Databricks pricing is pay-as-you-go with a free trial; request a quote for committed-use discounts. Publisher: Databricks Inc., 160 Spear Street, 15th Floor, San Francisco, CA 94105.