# Invest for Excel Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Invest for Excel the right Budgeting solution for you? Explore 16 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/105931/Invest-for-Excel/reviews --- Invest for Excel 4.4 (16) [View alternatives](https://www.capterra.com/p/105931/Invest-for-Excel/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of Invest for Excel Ease of use 4.1 Customer Service 4.2 ## Showing most helpful reviews Showing 1-16 of 16 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Andrzej E. Owner Used the software for: 2+ years ### "the best software for financial analysis" April 9, 2018 5.0 No errors in the calculation. Quick financial analysis. Professional reports. Pros Ease of use. Professional reports. Speed in the analysis. Many languages. Easy to do analytical and projection charts. Cons The program could add more profitability indicators - NPVR, MNPV, MPI and an additional report with calculated break-even points and safety margins. Review Source ZQ Zulma Q. Corporate Credit Risk Analyst Financial Services Used the software for: 6-12 months ### "Introducing Excel Based for Analysis Effective" November 6, 2024 4.0 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 Mary H. Director Capital Markets Used the software for: Less than 6 months ### "Good tool, for some basic calculations. Goes good with investments presented on SmartMoneyMatch" July 25, 2021 3.0 Pros Good tool, for some basic calculations. Goes good with investments presented on SmartMoneyMatch Cons Should have an API with SmartMoneyMatch Review Source Ville P. Director, Business Control Used the software for: 2+ years ### "Lots of functionality, but also possible to use in a simple way" April 5, 2018 4.0 Pros Easy to make investment calculations and cash flow analysis. There are lots of different functionalities in the software, but it can also be used in a straightforward simple way; when needed more details the whole P&L and BS can be simulated. Cons At first the layout seems quite messy, and needs some time to get familiar with. Some limitations e.g. with selecting the detailed calculation point. Review Source VR Verified Reviewer Specjalista ds. rachunkowoci finansowej Internet Used the software for: 6-12 months ### " the software requires the acquisition of industry knowledge high price vs paid training " June 25, 2018 4.0 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 EG Ewelina G. Financial analyst Financial Services Used the software for: 1-2 years ### "The one and only tool for financial modelling you're looking for" October 20, 2022 5.0 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 MN Maciej N. Financial Consultant Financial Services Used the software for: 2+ years ### "Great software for financial modelling and DCF analysis" April 3, 2018 5.0 Better analyses for business plans and investment financial modelling. Less time needed to make a solid, error free model than with using plain MS Excel Pros It streamlines the analysis process, significantly reduces the possibility of errors in formulas and helps to make calculations in less time than using standard excel spreadsheets. Cons Some glitches between Invest for Excel and MS Excel (crashes while updating graphs). It started to occur after one of MS Excel updates, so I believe Datapartner will have this fixed shortly Review Source Ernic Jose V. Inspector Electromecanico Used the software for: 6-12 months ### "the best in software very easy and practical" July 24, 2018 5.0 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 William P. Property Accountant and Tax Adviser Real Estate Used the software for: 6-12 months ### "Data Partner has so far helped us evaluate investment propositions in a quick and efficient way." April 9, 2018 4.0 Pros The ease of use and the use of advanced modelling techniques to provide relevant financial reports in a couple of clicks, makes it a useful tool. Cons The need to carry a thumb drive at any one time you need to use the application. Moving the Application fully online without the need to use the original drive will improve the ease of accessibility. Review Source Michael E. Director Used the software for: 2+ years ### "It is an easy use software with many features for business planning" June 27, 2018 4.0 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 VR Verified Reviewer Senior Advisor Management Consulting Used the software for: 2+ years ### "I have used Invest for Excel for 5 years. Have also participated training organized by DataPartner." April 10, 2018 5.0 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 HS Henrik S. Trainee (university commercialication project) Biotechnology Used the software for: Less than 6 months ### "I have used invest for financial modeling. The software is easy to use and effective." June 21, 2018 5.0 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 Tatenda Taty D. ENTEPRENUER Computer Software Used the software for: I used a free trial ### "Budgeting analysis software for organisations." December 14, 2020 5.0 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 AP A. P. Owner Used the software for: 2+ years ### "Finance expert" April 3, 2018 4.0 Better decisions Pros Provides functionality which is needed plus even more Looks sophisticated in terms of functions Good references Cons not sexy, difficulties to look through the functions only few graphics notation is not convincing Review Source LR Leila R. Director Construction Used the software for: 1-2 years ### "Usefull tool" April 25, 2018 4.0 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 FD Frances D. Accounting Manager Used the software for: ### "Family Dollar Review" December 15, 2011 4.0 I would highly recommend Invest for Excel to others for the same or similiar use. Pros Invest for Excel has worked perfectly for us for the last 5 years. We use it in a somewhat limited capacity but it has met all our needs. Cons None worth mentioning Review Source Similar Products Featured ## Related categories [Budgeting](https://www.capterra.com/budgeting-software/) ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.