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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

CData Excel add-ins can be installed directly into Excel. They allow anyone to connect to live data from over 200 data sources -- within Excel. Access data from your CRM, ERP, sales and marketing, as well as cloud and database tools, is possible quickly and easily. You can even push changes directly from Excel to your data, no matter where it is located. Connect to live data: - Quickbooks – Sage – Salesforce – HubSpot — Microsoft Dynamics 365 ­ MySQL ­ SQL Server eTrade — And many more. The CData Excel Addins simplify how you read, update, and write live data from desktop and web applications. Ideal for mass imports/exports/updates, data cleansing and de-duplication, Excel-based data analysis, and many other purposes. The Add-Ins provide powerful tools such as: - Bidirectional access to live data; - Simple-to-use configuration; - Quick data exports, imports, backups, and other integrations.

Description

Eliminate the reliance on static spreadsheets by integrating automated data feeds from your portfolio firms. Utilize advanced anti-fraud algorithms to pinpoint potential issues. Effortlessly access public and private comparables for discounted cash flow analyses. Generate current cash flow projections within minutes. Receive a comprehensive financial report monthly without needing manual updates. Ensure your spreadsheets are refreshed automatically with the latest data. Spot discrepancies and pose critical questions at the outset. If you’re investing without encountering financial fraud, it’s likely because you haven’t detected it yet. Enhance your data collection methods to secure precise, real-time insights regarding your investments. Obtain detailed financial information on both your existing and prospective assets. Move away from traditional Excel documents and tedious reminder emails to your portfolio companies. Optimize your data gathering approach by incorporating live updates directly into your models and spreadsheets on a daily basis. This transition not only saves time but also improves the accuracy of your financial assessments.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Microsoft Excel
QuickBooks Online

Integrations

Microsoft Excel
QuickBooks Online

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

CData Software

Founded

2006

Country

United States

Website

www.cdata.com

Vendor Details

Company Name

gini

Country

United States

Website

www.gini.co

Product Features

Financial Reporting

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

Product Features

Financial Reporting

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

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