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Invest for Excel Logo

Budgeting and capital investment management software

Table of Contents

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Invest for Excel - 2026 Pricing, Features, Reviews & Alternatives

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All user reviews are verified by in-house moderators and provider data by our software research team.  Learn more

Invest for Excel overview

What is Invest for Excel?

Invest for Excel is a budgeting software designed to help organizations streamline capital investment analysis, financial modeling, and business valuation operations through Microsoft Excel. It enables managers to design customizable business models, set up resource requirements, define accounting term periods, and create customer acquisition goals.

The application allows accounting teams to handle cash flow modeling, create investment proposals, and manage forecasting processes. Businesses can use the application to undertake financial feasibility studies to analyze capital requirements for projects, capital sources, return on investments, and other financial considerations. Invest for Excel lets administrators track ROIs, compare multiple projects by analyzing business outcomes, and identify revenue opportunities.

Invest for Excel supports integration with Microsoft SharePoint, a document storage and collaboration platform, which enables users to store, organize, share, and access business information from various devices including smartphones, tablets, or PCs. Other features include profit and loss analysis, reporting, liquidity planning, Monte Carlo simulations, and more.

Starting price

437.5per user /
per year

Alternatives

with better value for money

Invest for Excel’s user interface

Ease of use rating:

Invest for Excel reviews

Overall rating

4.4

/5

16

Positive reviews

94

%

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8.83/10
Rating distribution

5

4

3

2

1

7

8

1

0

0

Pros
“Our selection of Invest for Excel was primarily due to its outstanding integration with existing Excel based financial models, as well as its corporate financial analysis emphasis.”
ZQ

Zulma Q.

Corporate Credit Risk Analyst

“The ease of use and the use of advanced modelling techniques to provide relevant financial reports in a couple of clicks, makes it a useful tool.”
Verified reviewer profile picture

William P.

Property Accountant and Tax Adviser

“Good support team, reactive. Structured way to present investment calculation and cash flows and compare investment opportunities.”
LR

Leila R.

Director

Cons
“Loading of the software takes a lot of time - this "problem" may be linked with my own laptops' processing capacity.”

Verified reviewer

Anonymity request

“It can affected by power cut meaning it cannot be presented without electricity. Increases chances of cyber attack from the outside competitors.”
Verified reviewer profile picture

Tatenda T.

ENTEPRENUER

“At first the layout seems quite messy, and needs some time to get familiar with. Some limitations e.g. with selecting the detailed calculation point.”
Verified reviewer profile picture

Ville P.

Director, Business Control

Who uses Invest for Excel?

Based on 16 verified user reviews.

Company size

Small Businesses

Midsize Businesses

Enterprises

Top industries

Financial Services
Biotechnology
Capital Markets
Computer Software
Others

Use cases

- Not enough reviews
-
-
-
-
-

Invest for Excel's key features

Most critical features, based on insights from Invest for Excel users:

Forecasting
Consolidation/Roll-Up
Third-Party integrations
Accounting
Real-Time reporting
"What if" scenarios

All Invest for Excel features

Features rating:

Ad hoc reporting
API
Asset lifecycle management
Cash management
Customizable reports
Financial analysis
Financial management
Income & balance sheet
Multi-Company
Multi-Department/Project
Profit/Loss statement
Strategic planning
Visual analytics

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Per year

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Invest for Excel pricing

Value for money rating:

Pricing plans

Pricing details:

Free plan
Free trial
Subscription

Lite

437.5

/user

Per year

Features included:

  • Break-Even Calculation
  • Cash Flow Statement
  • Discount and Tax Rates
  • Multiple Capital Specification
  • Profitability Analysis
  • Profit and Loss Statement
  • Sensitivity Analysis

Standard

855

/user

Per year

Features included:

  • Break-Even Calculation
  • Cash Flow Statement
  • Customized Chart Creation
  • Discount and Tax Rates
  • Hierarchy Creation
  • Investment Comparison Option
  • Margin Calculation
  • Multiple Capital Specification
  • Profitability Analysis
  • Profit and Loss Statement
  • Sensitivity Analysis

Pro

1,195

/user

Per year

Features included:

  • Balance Sheet Generation
  • Break-Even Calculation
  • Calculation File Lock
  • Cash Flow Statement
  • Customized Chart Creation
  • Discount and Tax Rates
  • Dupont Analysis
  • Financial Ratio
  • Forecast Periods
  • Hierarchy Creation
  • Investment Comparison Option
  • Investment Proposal Generation
  • Margin Calculation
  • Monte Carlo Simulation
  • Multi-Currency Facility
  • Multiple Capital Specification
  • Profitability Analysis
  • Profit and Loss Statement
  • Sensitivity Analysis

Enterprise

2,235

Per year

Features included:

  • Acquisition Valuation
  • Balance Sheet Generation
  • Break-Even Calculation
  • Calculation File Lock
  • Cash Flow Statement
  • Customized Chart Creation
  • Discount and Tax Rates
  • Dupont Analysis
  • Financial Ratio
  • Forecast Periods
  • Hierarchy Creation
  • IFRS Test
  • Investment Comparison Option
  • Investment Proposal Generation
  • Margin Calculation
  • Microsoft Sharepoint Integration
  • Monte Carlo Simulation
  • Multi-Currency Facility
  • Multiple Capital Specification
  • Perpetuity Exploration
  • Profitability Analysis
  • Profit and Loss Statement
  • Project Financing Module
  • Sensitivity Analysis

User opinions about Invest for Excel price and value

Value for money rating:

To see what individual users think of Invest for Excel's price and value, check out the review snippets below.

“Our selection of Invest for Excel was primarily due to its outstanding integration with existing Excel based financial models, as well as its corporate financial analysis emphasis.”
ZQ

Zulma Q.

Corporate Credit Risk Analyst

“The ease of use and the use of advanced modelling techniques to provide relevant financial reports in a couple of clicks, makes it a useful tool.”
Verified reviewer profile picture

William P.

Property Accountant and Tax Adviser

Invest for Excel integrations (2)

Invest for Excel support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Chat
Knowledge Base
FAQs/Forum
Email/Help Desk
Phone Support

Training options

Webinars
Live Online
Documentation
In Person
Videos

Invest for Excel FAQs

Q. What type of pricing plans does Invest for Excel offer?

Invest for Excel has the following pricing plans:
Starting from: €437.50/year
Pricing model: Subscription
Free Trial: Available

These products have better value for money


Q. Who are the typical users of Invest for Excel?

Invest for Excel has the following typical customers:
Freelancers, Large Enterprises, Mid Size Business, Non Profit, Small Business


Q. Does Invest for Excel offer an API?

No, Invest for Excel does not have an API available.


Q. What other apps does Invest for Excel integrate with?

Invest for Excel integrates with the following applications:
Microsoft SharePoint, Microsoft Excel


Q. What level of support does Invest for Excel offer?

Invest for Excel offers the following support options:
Chat, Knowledge Base, FAQs/Forum, Email/Help Desk, Phone Support

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