Finton Advisors

The Finton Add-in for Excel brings your entire finance data stack into Excel. Analyze, model, and report on live data directly within your spreadsheet - on Windows, Mac, or in the browser.

By integrating Finton with Excel, you eliminate manual data handling and gain instant access to clean, structured financial data provided by Finton. Build reports faster, improve accuracy, and make better decisions - all without leaving Excel.

Key Benefits

• Real-Time Financial Data: Access always up-to-date figures directly from the Finton platform - ensuring accuracy across every report and model.
• Direct Access to All Your Data: Pull data from all connected sources - including accounting, CRM, HR, billing systems, and custom databases and use pre-defined analyses and SQL-based queries.
• Native Excel Experience: Stay in the environment you know. Use Excel as usual while seamlessly leveraging Finton's data infrastructure in the background.

How It Works & Prerequisites

Getting started with Finton

Finton subscriptions are set up individually following an initial consultation with our team. Book a short introductory call here.

Simply connect the Finton Add-in to your Microsoft account and start working with your data instantly - whether you're using Excel on desktop or in the browser. Prerequisites are an active Finton subscription and Microsoft Excel (Microsoft 365 or compatible version).