About Our Financial Modeling Company
Impactful strategic and capital decisions rely on the details, assumptions, and outputs of quality financial models and analysis.
At Operis, we put best-practice at the heart of our financial modelling auditing, training and software business. We will support your success!
One way we share our knowledge and support our clients in building, maintaining and reviewing complex financial models is through our spreadsheet modeling and auditing Excel tools, more commonly known as OAK.
The Creation Of Operis Analysis Kit (OAK)
Operis Analysis Kit, otherwise known as OAK, started life as an in-house application. Our modeling team developed and used it to help construct and review complex financial modeling in Excel.
As a company, we believe it is crucial to support spreadsheet builders, reviewers and users and so we shared our in-house application with our clients.
Soon, large accounting practices and major financial institutions around the world were clamouring for access to our OAK Microsoft Excel financial modeling and auditing functionality. As a tool built by experts for experts, it is clear why it is an acclaimed option.
Today, we’ve transformed our in-house OAK Excel Add-in into an accessible application recognised as the industry standard in Excel modeling and auditing apps.
The Story Continues
At OAK, our mission is to make our Excel tools for modeling and auditing accessible to as many spreadsheet builders, reviewers, and users as possible. We are committed to simplifying Excel modeling and auditing for everyone.
We are continually looking at ways to make your user experience consistently better.
This includes staying ahead of trends in modeling practices, spreadsheet evolution, and SaaS, as well as actively gathering your feedback. Your insights are invaluable, helping us deliver meaningful improvements that add value to OAK and ensure your satisfaction.
With every software update, you get to enjoy new features, improved functionality and bug fixes.
Whether you need assistance building or reviewing complex spreadsheets according to best practices, or interpreting spreadsheets created by others, we’re here to help. Start your free 30-day trial today—risk-free, with no obligations and no credit card required.
Winner of the Lifetime Achievement Award 2020
In June 2020, OAK was recognised as a leading modelling software with the Lifetime Achievement Award at the Financial Modelling Innovation Awards.
Introduction to OAK
When you use OAK with Microsoft Excel for financial modeling, you can achieve best modelling practices. Be confident in achieving outstanding left-to-right consistency, accurately comparing models and creating optimum layouts.
What is an Excel add-in?
Microsoft Excel add-ins are third-party extensions or software tools integrated into Microsoft Excel to provide the program with additional features and capabilities. The additional tools increase the functionality of your Microsoft Excel software and improve the built-in capabilities. OAK is our industry-leading add-in.
What are the most popular Excel tools for business?
Data Automation Tools
Data automation solutions simplify transferring your data list into an Excel worksheet and formatting the text without worrying about copying and pasting errors.
You can link most data automation tools with your marketing and accounting platforms, select the data list and watch as it imports your range of data values swiftly and readily into the cells of your worksheet.
Data automation tools are essential in eliminating human mistakes that may arise while manually entering the data into the relevant cells of your spreadsheet.
These technologies move the data with high precision enabling you to interact with your data quickly. You can schedule refreshes, so the data in your worksheet is updated monthly, weekly, daily, or even hourly. Additionally, you can select the option to send personalized notifications or comprehensive reports directly to your mailbox, saving you the time and effort associated with of manually updating your spreadsheets.
Data Visualization Tools
A data visualization tool can help you better understand and present data in your analysis. Those tools have features to assist you in finding fresh insights, comprehending multiple trends and patterns, and making sense of complex data sets.
Depending on the data and analysis you need to undertake, there is a long list of data visualization tools and platforms to select from.
Using data visualization tools has multiple advantages, including making it simple to publish graphs and charts, automatically creating reports from a list of raw data, and enabling a user to conduct a more in-depth study.
Data visualization tools help businesses all around the world to comprehend their data and make better business decisions.
Advantages of using additional Excel tools
Easily configure and import data into your worksheet.
Some Excel add-ins allow you to import data easily into your worksheet, select objects and cells and apply sophisticated data filters to reduce manual errors.
Improve efficiency and productivity.
Excel additional tools are essential for accelerating productivity and enabling you to work effectively with significant volumes of data.
Better organise data.
Raw data can be intimidating and challenging to analyse. With the help of Excel add-ins, you can quickly manipulate the data within your workbook and convert part of the data into graphs or charts for easier viewing.
Everything you need to build, analyze and audit a spreadsheet. And make better decisions
Try OAK for free
