Cashboard for Excel

Cashboard brings your organization's financial data live into Excel — no more manual exports, copy-paste, or stale spreadsheets.

What it does

Connect your Cashboard account and pull real-time financial data directly into Excel with one click. Choose your data source, set your date range, and import — your data lands in a clean, structured table ready for analysis. Hit Refresh to update it anytime.

Who it's for

Finance teams, operators, and business owners at organizations that use Cashboard and want their financial data in Excel — without rebuilding reports from scratch every time the numbers change.

Key features

• Import any Cashboard data source directly into Excel
• Flexible date range filters — presets or custom ranges
• One-click refresh to pull the latest data
• Works in Excel for Windows, Mac, and Excel on the web
• Secure sign-in via your existing Cashboard account

Requirements

This add-in requires an active Cashboard account. Cashboard is a subscription service set up at the organization level; accounts are provisioned by your organization, not purchased within Excel. Sign in with your existing Cashboard credentials to get started. To learn more or request access, visit cashboard.co.

Support

Need help? Message our support team at support@cashboard.co or learn more about support options.