# Invest for Excel Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Invest for Excel Software - reviews, pricing plans, popular comparisons to other Budgeting products and more. Source: https://www.capterra.com/p/105931/Invest-for-Excel --- # Invest for Excel Software Review 2026: Features, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider’s website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Invest for Excel ## What is Invest for Excel? Software for capital investment analysis, financial modeling, and valuation. Over 1,850 international customers use Invest for Excel. With Invest for Excel, you can focus on your business numbers, rather than layout and formulas. "It's like being halfway done before you even started." Invest for Excel is used for investment analysis, cash flow modeling, business valuation, investment feasibility studies, investment appraisals, and forecasting. Book a presentation and see it for yourself! ## What is Invest for Excel used for? [Budgeting](https://www.capterra.com/budgeting-software/) Top alternative Featured Overall rating Based on 16 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price €437.5 Per User, Per Year Free trial available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Invest for Excel?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.DataPartner.us&name=Invest for Excel) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Invest for Excel 4.4 (16) VS. [4.4 (3,292)](https://www.capterra.com/p/120109/Xero/reviews/) Starting Price €437.5 Per User, Per Year Starting Price $25 Flat Rate, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.1 (16) Ease Of Use 4.4 (7,681) Value For Money 4.3 (14) Value For Money 4.2 (6,593) Customer Service 4.2 (15) Customer Service 4.0 (6,297) ## Invest for Excel alternatives [4.3 (684)](https://www.capterra.com/p/76/Intacct/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 87% of reviewers rated it above 4 stars [4.2 (2,041)](https://www.capterra.com/p/135757/NetSuite/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars [QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/) [4.3 (8,447)](https://www.capterra.com/p/190778/QuickBooks-Online/reviews/) Starting price $38.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 86% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/190778/QuickBooks-Online/) Highest Rated [Datarails](https://www.capterra.com/p/177451/DataRails/) [4.7 (201)](https://www.capterra.com/p/177451/DataRails/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/177451/DataRails/) [View all alternatives](https://www.capterra.com/p/105931/Invest-for-Excel/alternatives/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Forecasting 2.0 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Form predictions based on past and present data/trends Accounting 3.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Cash Management 3.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances Consolidation/Roll-Up 3.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Combining loans, assets, liabilities, and other financial data from multiple subsidiary companies into one entity for reporting Third-Party Integrations 3.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Set up connections to third-party platforms to improve business processes "What If" Scenarios 3.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities Invest for Excel 18 features Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Generate one-off reports that meet information requirements Application programming interface that allows for integration with other systems/databases Manage assets throughout their lifecycle to optimize profit Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances Combining loans, assets, liabilities, and other financial data from multiple subsidiary companies into one entity for reporting Alter the layout and content of reports Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk Plan, manage, and track the financial activities of an individual or organization Form predictions based on past and present data/trends A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time Manage the accounting and financial aspects of multiple locations or companies in a single location Manage the accounting and financial aspects of multiple operations and departments or ongoing projects from a single location A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them Set up connections to third-party platforms to improve business processes Interact with data visualization elements, such as charts and graphs, to drill down into data Get Advice We can help you find the software with the features you need. Features 4.3 (15) 4.3 Based on 15 reviews ## Pricing Value for money 4.3 (14) Free Trial [View pricing plan details](https://www.capterra.com/p/105931/Invest-for-Excel/pricing/) Lite €437.50 Per User,Per Year It includes: - Break-Even Calculation - Cash Flow Statement - Discount and Tax Rates - Multiple Capital Specification - Profitability Analysis - Profit and Loss Statement - Sensitivity Analysis Standard €855.00 Per User,Per Year It includes: - Break-Even Calculation - Cash Flow Statement - Customized Chart Creation - Discount and Tax Rates - Hierarchy Creation - Investment Comparison Option - Margin Calculation - Multiple Capital Specification - Profitability Analysis - Profit and Loss Statement - Sensitivity Analysis Pro €1,195 Per User,Per Year It includes: - Balance Sheet Generation - Break-Even Calculation - Calculation File Lock - Cash Flow Statement - Customized Chart Creation - Discount and Tax Rates - Dupont Analysis - Financial Ratio - Forecast Periods - Hierarchy Creation - Investment Comparison Option - Investment Proposal Generation - Margin Calculation - Monte Carlo Simulation - Multi-Currency Facility - Multiple Capital Specification - Profitability Analysis - Profit and Loss Statement - Sensitivity Analysis Enterprise €2,235 Per Year It includes: - Acquisition Valuation - Balance Sheet Generation - Break-Even Calculation - Calculation File Lock - Cash Flow Statement - Customized Chart Creation - Discount and Tax Rates - Dupont Analysis - Financial Ratio - Forecast Periods - Hierarchy Creation - IFRS Test - Investment Comparison Option - Investment Proposal Generation - Margin Calculation - Microsoft Sharepoint Integration - Monte Carlo Simulation - Multi-Currency Facility - Multiple Capital Specification - Perpetuity Exploration - Profitability Analysis - Profit and Loss Statement - Project Financing Module - Sensitivity Analysis Value for money 4.3 (14) 4.3 Based on 14 reviews ## Integrations [ Microsoft Excel](https://www.capterra.com/p/176574/Excel/)[ Microsoft SharePoint](https://www.capterra.com/p/1167/SharePoint/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.2 (15) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.2 (15) 4.2 Based on 15 reviews ## User reviews Overall rating 4.4 Based on 16 reviews Filter by rating 5(7) 4(8) 3(1) 2(0) 1(0) Mentioned topic Sorted by most recent ZQ Zulma Q. Corporate Credit Risk Analyst Financial Services ### "Introducing Excel Based for Analysis Effective" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 3.0 3.0 Likelihood to Recommend 9/10 November 6, 2024 Working with Invest for Excel has greatly improved our ability to perform credit risk analysis for ICBC. The software’s powerful calculation engine easily bites off the toughest financial models and the intuitive interface helps users adjust variables instantly to see results. Our selection of Invest for Excel was primarily due to its outstanding integration with existing Excel based financial models, as well as its corporate financial analysis emphasis. With the ability to perform complex scenario analysis in an easy-to-handle, familiar Excel format, the software was a natural choice for our credit risk department. Pros A lot of the modeling capabilities in Invest for Excel are advanced; it really distinguishes itself in how credit risk analysts can create complex, multiple variable economic scenarios with greater detail than ever before. While the software is integrated with Excel, so much of which is familiar, it also provides specialized financial analysis tools. Cons \- Few options for building templates for reports - Streamlining integration with external data sources could be easier -The real time collaboration needs enhancement. Switched from [Crystal Ball](https://www.capterra.com/p/123173/Crystal-Ball/) For financial analysis, we switched from Crystal Ball by Oracle, which had no specific features. Crystal Ball was a good general simulation tool, but Invest for Excel enabled us to do more specialized credit risk analysis and integrate these with our existing financial models better. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. EG Ewelina G. Financial analyst Financial Services ### "The one and only tool for financial modelling you're looking for" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 10/10 October 20, 2022 Pros The software is intuitive to use, has many functionalities and speeds up work, since there's less things you have to do manually. Cons Because of the VBA, it has more significant impact on the CPU than plain Excel. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Mary H. Director Capital Markets ### "Good tool, for some basic calculations. Goes good with investments presented on SmartMoneyMatch" 3.0 Overall Rating 3.0 3.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 3.0 3.0 Likelihood to Recommend 3/10 July 25, 2021 Pros Good tool, for some basic calculations. Goes good with investments presented on SmartMoneyMatch Cons Should have an API with SmartMoneyMatch Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Tatenda Taty D. ENTEPRENUER Computer Software ### "Budgeting analysis software for organisations." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 14, 2020 Pros It reduces wastage of organizational time and resources. It reduces data redundancy in the organization. Provides informal way of presenting the analysis to the stakeholders. Fraud can be detected. Cons It can affected by power cut meaning it cannot be presented without electricity. Increases chances of cyber attack from the outside competitors. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Ernic Jose V. Inspector Electromecanico ### "the best in software very easy and practical" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 July 24, 2018 Pros Excellent software has templates ready for sensitivity analysis, Creating your own charts is also quick and very useful for easily comparing different scenarios and very detailed investment profitability analysis Cons it really does not have any disadvantages it is very practical and it saves you time the best in software to make a financial model Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Michael E. Director ### "It is an easy use software with many features for business planning" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 June 27, 2018 Supporting customer in its corporate planning Pros The fact that the software is build on Excel makes it easier to combine it with additional calculations. Cons The visualisation of the tables makes it somewhat difficult especially for customers to identify the important numbers. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AU Anonymous User Specjalista ds. rachunkowoci finansowej Internet ### " the software requires the acquisition of industry knowledge high price vs paid training " 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 June 25, 2018 Pros flexibility connection of new own sheets the possibility of entering very detailed data preparation of the financial forecast is very fast the investment profitability analysis is very fast investment profitability analysis very detailed - if you need one Cons hard to say , software is verry flexibility if you are a user, you must have extensive knowledge, the software is not for users with a medium level of knowledge in finance Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. HS Henrik S. Trainee (university commercialication project) Biotechnology ### "I have used invest for financial modeling. The software is easy to use and effective." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 June 21, 2018 A great tool for financial modeling im working on. Saves time and allows focusing on more important things like sensitivity analyses instead of manually calculating FCFs. Pros Effective tool. Creating a financial model is easy and the software reduces potential mistakes in cash flow calculations. Available analysis tools are good. The software has ready templates for sensitivity analyses. Creating own graphs is also fast. The investment comparison template is usefull for comparing different scenarios easily. Owerall the software makes financial modeling siqnificantly faster and easier by automating a large part of the process allowing you to focus on the analysis instead of excel building. Cons The software is build on excel this creates some minor technical limitiations. For example the software's own buttons don't have a tooltip of what they do when you hower hower ower them with your mouse. This would be a good feature when starting to use the software. However they are easy to learn. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. LR Leila R. Director Construction ### "Usefull tool" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 April 25, 2018 Structured, systematic analysis of an investment. Pros Good support team, reactive. Structured way to present investment calculation and cash flows and compare investment opportunities. Cons If used on daily basis, use would be much smoother. Some flexibility would be appreciated to adapt soft ware to own specifique requirements. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AU Anonymous User Senior Advisor Management Consulting ### "I have used Invest for Excel for 5 years. Have also participated training organized by DataPartner." 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 April 10, 2018 Pros Very extensive functionality of the software (I'm an Enterprise-version user). Rather easy to use, if You have good experience and know-how in excel. Cons Loading of the software takes a lot of time - this "problem" may be linked with my own laptops' processing capacity. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/105931/Invest-for-Excel/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)