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๐Ÿ“‹ PRODUCT

Excel Add-In

The NextFPA Excel add-in brings live data, version control, and AI insights directly into your Excel models.

๐ŸŽ Try Free โ€” 2 Users See a Demo
Budget_FY2025_Final.xlsx โ€” NextFPA Add-In Active Home Insert Formulas Data โœฆ NextFPA โ–พ Review View fx =NFPA.LIVE("SAP.GL.Marketing.Q3.Actual") โšก Live A B C D E F G 1 Department Q1 Budget Q1 Actual โšก Variance Q2 Budget Q2 Forecast Notes 2 Marketing $420,000 $398,421 โšก +$21,579 $440,000 $432,000 3 Engineering $640,000 $682,150 โšก -$42,150 $660,000 $670,000 4 Operations $280,000 $271,380 โšก +$8,620 $285,000 5 Finance $90,000 $88,200 โšก ๐Ÿ”„ Version History v2.4 โ€” Current You ยท 8 min ago v2.3 โ€” Sarah Chen Yesterday 4:42 PM v2.2 โ€” Mike Johnson Mon 2:15 PM v2.1 โ€” Auto-save Mon 10:01 AM Restore Compare ๐Ÿ‘ฅ Collaborators โ€” Working Now SJ Sam (You) Cell C4 ยท Editing SC Sarah Chen Sheet2 ยท Reviewing MJ Mike Johnson Viewing ยท Row 8 โšก Live Data Status SAP: Live ยท Updated 3m ago Salesforce: Live ยท Updated 1m Workday: Live ยท Updated 7m โœฆ AI Variance Insight โš  Engineering overspend: +$42K vs budget. 2 unplanned FTEs hired mid-quarter. โ†’ Flag for CFO review 3 users ยท SAP live ยท Workday live ยท Salesforce live ยท Last refresh 3 min ago ยท No conflicts Row 5, Col C
Everything Included

What Excel Add-In Delivers

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Live ERP data in Excel formulas

Complete board presentations from your financial data โ€” automatically. Charts, narratives, done.

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Git-style version control

Set up once. Data flows forever. Consolidation is automatic, not a monthly project.

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Multi-user concurrent editing

Role-based permissions, approval workflows, and complete audit trails for all changes.

โšก

One-click model refresh

Data refreshes as source systems update. No scheduled imports. No stale numbers.

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AI variance insights inline

All data flows into an AI-ready model. Query, analyze, and generate insights from any angle.

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Works with existing models โ€” today

Works with your existing models from day one. No migration. No rebuilding. Just live data.

Why It Matters

Built by Finance Professionals, for Finance Professionals

  • Implemented in 4โ€“6 weeks โ€” not months
  • 100% Excel-native โ€” no new tools to learn
  • Dedicated finance-background success manager
  • 200+ ERP and data source integrations included
  • AI insights powered by finance-specific training
  • SOC 2 Type II certified security
Start Free โ†’ 2 Users
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"Excel Add-In transformed how our finance team operates. What took days now takes seconds. Implementation was smooth. The team is strategic advisors now."

FM
Finance Director
Mid-market enterprise ยท 500+ employees

Ready to get started?

  • 2 users free โ€” no credit card required
  • 4-week implementation with dedicated CSM
  • sam@nextfpa.com ยท +1 619 673 9192
Claim Free Access โ†’

Try Excel Add-In Free

2 users, full access, no credit card. Sam sets you up in 4 hours.

๐ŸŽ Get 2 Users Free Book a Demo