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Description
Formula Manager for Excel is an enterprise-grade desktop add-in designed by Uniform Software to help financial analysts, accountants, FP&A teams, and data specialists audit, manage, and automate complex spreadsheets. Operating directly from a dedicated tab on the Microsoft Excel ribbon, it replaces slow manual spreadsheet maintenance with automated batch workflows, formula dependency tracking, and deep structural diagnostics.
Key Features & Business Benefits
• Workbook Auditing & Dependency Mapping: Inspect two-way formula connections across multi-sheet workbooks using "Referred By" and "Refers To" panels. Quickly locate broken references (#REF!), hidden names, 3D ranges, and external links to reduce model risk.
• Extended Diagnostic Scans: Uncover hidden formula logic in non-standard locations, including data validations, hyperlinks, and embedded objects. Identify unused names and duplicate global/local scopes to clean up legacy workbooks.
• Batch Naming & Formula Automation: Generate sequentially named ranges (e.g., Region??) or formula patterns across rows and columns in seconds using flexible wildcard syntax.
• Bulk Grid Export/Import: Export name definitions to an editable worksheet grid, execute bulk edits, validate formula syntax, and safely re-import definitions into the workbook.
• Enterprise Risk Protection: Built-in safety mechanisms automatically create timestamped workbook backups prior to committing bulk changes, scope conversions.
Deployment & Purchasing
Formula Manager for Excel supports desktop versions of Microsoft Excel on Windows 10 (version 19041.0 or higher) and Windows 11. It is available with a 7-day (Microsoft Store) or 30-day (Microsoft Marketplace) free trial and subscription plans starting at $2.39 USD/month per user/month.
Description
The Operis Analysis Kit, commonly referred to as OAK, is an Excel add-in designed to streamline the process of developing and auditing intricate spreadsheets by evaluating model structures and pinpointing errors. Our company recognizes the importance of assisting spreadsheet users, which is why we chose to extend access to what was previously a proprietary tool. OAK, developed and utilized daily by our distinguished modeling team, aids in recognizing deviations from industry-standard modeling best practices and enhances the overall quality of models during their creation. It has become the go-to Excel add-in for financial modelers at leading global banks, prestigious corporations, and government agencies. For those currently leveraging Operis’ other offerings, we encourage you to reach out about incorporating an OAK license into your existing services. With a robust suite of advanced tools, OAK empowers users to detect potential risks and elevate the quality of their models, ensuring compliance and excellence in their financial modeling endeavors. Ultimately, OAK is not just a tool; it's a vital resource for anyone looking to enhance their spreadsheet accuracy and reliability.
API Access
Has API
API Access
Has API
Pricing Details
$2.39/month/user
Monthly subscription. Volume discount available through Microsoft Marketplace.
Free Trial
Free Version
Pricing Details
$375.99 per year
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
Uniform Software Limited
Founded
2008
Country
United Kingdom
Website
uniformsoftware.com/formula-manager
Vendor Details
Company Name
Operis
Country
United Kingdom
Website
www.operis.com/excel-add-ins/
Product Features
Spreadsheet
Analytics
Audit Trail
Calculators
Charting
Multi-User Collaboration
Templates
