InSync 365

InSync 365 is an add-in for Excel built for finance teams that generate and maintain InSync Prebuilt Models. Instead of rebuilding spreadsheets manually or moving between disconnected systems, analysts can work from the Excel task pane to create models for public companies and roll forward quarter data

The add-in is designed around two core workflows. Generate Model lets users enter a ticker symbol and have InSync 365 fetch and write a financial model directly into the workbook, giving analysts a faster starting point when covering a new company or rebuilding from a standardized base. Update Quarter sends the active workbook through a structured refresh flow and writes updated data back into Excel in place, supporting recurring quarter-end and post-earnings cycles without forcing analysts to reconstruct model structure manually.

Financial Model Generation

• Ticker-based workflow: Start with a ticker symbol and generate an InSync Prebuilt Model directly in Excel
• Workbook output: Model content is written into the workbook rather than exported to a separate tool
• Faster coverage setup: Reduce the time needed to begin work on a new company model
• Standardized structure: Generate from a consistent base to improve workbook quality across analysts

Quarterly Model Refresh

• Update existing workbooks: Send the current workbook through a structured quarter update flow
• In-place refreshes: Bring updated data back into Excel while continuing to work in the same file
• Recurring reporting support: Improve repeatability for quarter-end roll-forwards and post-earnings model maintenance
• Layout-aware updates: Built for financial workbooks that need structured updates, not raw data dumps

Excel-Native Experience

• No workflow jumping: Operate from inside Excel instead of switching between spreadsheets and external interfaces
• Task pane driven: Authenticate, configure options, trigger updates, and review results from a clear sidebar workflow
• Works with existing files: The add-in fits into the Excel environment finance teams already rely on

Getting Started

1. Install InSync 365 in Excel
2. Sign in through the add-in task pane
3. Enter a ticker to generate a model, or open an existing workbook to run a quarter update
4. Choose model options relevant to your workflow
5. Continue reviewing and working directly in Excel

Note: A subscription is required to use InSync 365. To sign up or inquire about pricing, contact us at inquiries@insyncanalytics.com

InSync 365 is focused on a specific job: generating and updating InSync Prebuilt Models inside Excel with less manual effort. Generate faster, refresh quarters more cleanly.