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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Sum Buddy is designed for anyone who has ever held back from sending a spreadsheet due to concerns over its appearance or the possibility of hidden errors. We understand that dilemma; you aren't aiming to create an elaborate financial analysis but rather need to share a client list with your supervisor or a monthly budget with your significant other. Unfortunately, traditional spreadsheets can be quite unforgiving—attempting to add a border or bold a header can quickly turn the entire layout into a chaotic mess. As you drag a formula across cells, uncertainty creeps in: "Did I remember to include every row?" Thankfully, Sum Buddy alleviates that stress, serving as both your design collaborator and a quality control assistant in a single package, ensuring your spreadsheets appear polished and professional. With Sum Buddy, you can confidently present your data without the worry of aesthetics or accuracy.

Description

WorktreeX is a productivity solution built to eliminate the frustration of managing linked Excel spreadsheets. It transforms complex reporting structures into a clear, interactive workflow map that shows exactly how files and data sources connect. Financial teams can quickly roll reports forward to a new period without manually reconnecting every link. The system intelligently suggests updated source files based on time-aware prompts, helping users move from one reporting cycle to the next seamlessly. Instead of navigating deep folder structures and editing links one by one, updates can be completed in just a few clicks. Built-in automation preserves workbook relationships, ensuring that structural integrity is never compromised. Users can monitor file changes in real time and receive alerts to prevent missed updates. An integrated audit trail records modifications, making validation and compliance easier. The tool works alongside Excel rather than replacing it, enhancing existing workflows without requiring a full redesign. By cutting workflow production time dramatically, WorktreeX enables finance teams to focus on analysis rather than manual spreadsheet maintenance.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

No images available

Screenshots View All

No images available

Integrations

Microsoft Excel No 

Integrations

Microsoft Excel Yes 

Pricing Details

$4.99
Free Trial Yes 
Free Version Yes 

Pricing Details

£20
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Phasar Labs

Founded

2025

Country

Canada

Website

www.sumbuddy.net

Vendor Details

Company Name

Kleverin

Founded

2025

Country

United Kingdom

Website

www.kleverin.com

Product Features

Spreadsheet

Analytics No 
Audit Trail No 
Calculators No 
Charting No 
Multi-User Collaboration No 
Templates No 

Product Features

Spreadsheet

Analytics No 
Audit Trail No 
Calculators No 
Charting No 
Multi-User Collaboration No 
Templates No 

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