Tools Designed For Financial Professionals

The best financial Excel add-ins are designed to optimise your team’s existing skill set. Investing in specialised tools will empower your team to handle data sets with increased efficiency, giving your business an essential competitive advantage.

What Are Add-Ins in Excel?

Excel add-ins offer extensions to the standard Microsoft Excel package. These additional functions are most often designed by professionals in specific industries to be used by their peers. The specialised functions are tailored to meet the needs of experts.

When choosing which add-ins will best suit your team, it is crucial to consider who the designers are. If you are looking for add-ins for your financial analyst teams, OAK (Operis Analysis Kit) is the industry standard. OAK is one of the best Excel add-ins for finance, designed by financial modelling experts.

Providing helpful add-ins for your team empowers them to work more efficiently, encouraging effective collaboration and improving overall productivity. Read on to discover some of the many benefits of choosing quality add-ins.

The Benefits of Add-Ins

Streamline Your Workflow

A good add-in will help streamline your workflow by confirming that functions work together coherently and logically, potentially making complex auditing more straightforward. Both building and reviewing spreadsheets will become smoother experiences.

Save Time and Money

Add-ins are invaluable for financial analyst teams as they save significant time by automating repeated functions that would otherwise consume valuable time and resources. OAK will locate and flag errors. There is no longer a need to spend wasted hours exhaustively manually checking every element. Your team can focus on the higher-value information.

Save Money

Saving time will translate into cost savings in several ways. Being able to complete mundane tasks faster reduces the number of man-hours required, meaning you can be confident that your paid staff are able to function consistently at their best.

Produce High-Quality Results

Choosing OAK will reduce errors, build your reputation as a business and cement your place in the industry. By using OAK, you will increase your model quality and mitigate the risk of errors causing unwanted financial impact.

The Best Option

The best add-in for your team is one that is designed to suit them and will offer clear benefits. Consider which features your team will realistically require. Some add-ins may be too simplistic for their level or even designed with a different industry in mind.

Choosing the right add-in will result in tangibly seeing the benefits listed above sooner. OAK is designed explicitly for financial modelling and includes over 30 useful tools all in one place.

OAK’s Features

Summarize

The summarize feature will show your team a concise summary of an entire workbook, allowing them to absorb and share information quickly. This includes the possibility of scoring the formulas regarding their risk of errors, viewing the logic behind the spreadsheet, compiling information on the frequency of repeated formulas and viewing the number of cross-references to other sheets.

Map

OAK’s Map feature can automate a graphic map, demonstrating the spreadsheet’s contents with clear visual aids. Users can quickly identify patterns, trends and discrepancies at a glance. Easily ensure you are meeting the fundamental practice of left to right consistency. Auditing spreadsheets becomes an efficient and rapid task.

Formula Explorer

Formula Explorer makes formula auditing faster. Your team will be able to employ fully customised keyboard shortcuts to navigate across precedents and branches, as well as review multiple precedents in one go. Costly errors and mistakes can be avoided by using this tool to preview the potential effects of pruning a formula, enabling your team to determine the optimum choice.

Compare

Over time, spreadsheets can become more complex. It can make it difficult to determine where and how modification has taken place. The compare tool will identify these changes, eliminating months of manual tasks in one simple process. This process helps confirm accurate analysis and consequently allows for informed decision-making. Using our specialised software will make sure that errors do not go unnoticed.

Review Tool

Use the review tool to optimise your spreadsheet management process. With this tool, you can seamlessly streamline your workflow, keep all your information organised and edit issues directly.

Optimise Formulas

Say goodbye to tedious manual formula adjustments. Reconstruct, prune, optimise and fan out formulas with ease. OAK will make Excel work best for you and your business.

Search

Quickly locate information with our accurate and intelligent search feature. Find errors, merged cells, references to blank cells and more. With OAK, you will have the tools to ensure every spreadsheet you make is up to best practice standards.

Get In Touch

Contact our knowledgeable team to discuss how OAK can transform your team’s productivity and take the stress out of perfecting spreadsheets. Make the most of our free trial period so you can see for yourself the substantial impact using OAK can make.

Call us today on +44 (0)20 7562 0400 or use our enquiry form.