# Excel-to-Word Document Automation Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Excel-to-Word Document Automation the right Reporting solution for you? Explore 38 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/167680/Excel-to-Word-Document-Automation/reviews --- Excel-to-Word Document Automation 4.7 (38) [View alternatives](https://www.capterra.com/p/167680/Excel-to-Word-Document-Automation/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 Excel-to-Word Document Automation Ease of use 4.5 Customer Service 4.6 ## Pros and Cons in Reviews tb tracy b co ownerAutomotive, 2 - 10 employeesUsed the software for: 1-2 years. “to hard to use, to hard to find what I need overall just to hard. Once you save a document it is difficult to find it again. “ February 9, 2021 ## Showing most helpful reviews Showing 1-25 of 38 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Jason B. Commercial Real Estate Appraiser Real Estate Used the software for: 1-2 years ### "Great Software, Very Helpful" August 21, 2025 5.0 We love it and hope it's around for a long time. Would highly recommend it to anyone who regularly works with Excel and Word documents. Pros Amazing program. Replaced a much more expensive industry-specific solution. The functionality is great and easy to use. It does exactly what we need it to do. Cons My only feedback is that it would be great if the syncing between Word and Excel could be done in fewer clicks. Switched from [Lightbox](https://www.capterra.com/p/232178/Lightbox/) It was too expensive and not easy to customize. They went up on their price from $1,000 per year to $20,000. Review Source RD Rahul D. Consultant Pharmaceuticals Used the software for: 6-12 months ### "Most suitable software to move data between excel to word" January 16, 2025 5.0 The most suitable 3rd party software i have used so far across all the 3rd party software i have used Pros I have used this product in 2 companies already. Its simple to use and does not require any new training apart from an excel add-in . The data upload and paste to other word docs is seamless Cons The free version expires too quickly and the paid version does not have a 6 month light use paid licenses as it requires monthly payments Switched from [Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/) Copy paste function does not work as well as this one Review Source tB tracy B. co owner Automotive Used the software for: 1-2 years ### "complicated" February 9, 2021 2.0 adequate at best, I need to use it to get the value of my money, but when I use this product it takes a long time and you must really pay attention to what your doing or you lose what you have compiled. I thought it would flow easier and be user friendly Pros the idea of generating any and all paperwork that I might need on a weekly basis and have it saved at my fingertips was a great idea and beneficial to me. Cons to hard to use, to hard to find what I need overall just to hard. Once you save a document it is difficult to find it again. I was hoping it would be more user friendly Review Source Response from AnalysisPlace February 17, 2021 Hello Tracy, I'm sorry that you are having trouble with our add-in. I would be happy to set up a virtual meeting to help you. DK Dominic K. It expert Computer & Network Security Used the software for: 1-2 years ### "Excel Document sustainability & ease" August 1, 2022 5.0 There is so much ease and accessibility is very easy Pros The software as a very ease to be used, no ads using the software Cons Nothing much, it's pretty good to be used by preferably everyone Switched from [Microsoft PowerPoint](https://www.capterra.com/p/141633/PowerPoint/) I was referred that this software provides lots of services Review Source Response from AnalysisPlace October 14, 2022 Thank you, Dominic. We are glad our add-in is working out well for you. JFJ James F J. Owner Capital Markets Used the software for: 1-2 years ### "Excellent and the Best is Yet to Come" January 2, 2024 5.0 I explored this app because the links in Word and Excel and totally unreliable for large documents. The developer gave me 1 hour of coaching and that was enough to get a good launch. I love the app. It si reliable, flexible, and getting better all the time. Pros Excellent, reliable, efficient. My reports are over 200 pages in length including many tables, figures, and variable text. Cons Needs some training videos and the explanations need to be less dense. They are precise and helpful but require serious concentration to follow. Switched from [Microsoft Word](https://www.capterra.com/p/227146/Microsoft-Word/) Native links in Word and Excel are totally unreliable for large documents. Review Source Response from AnalysisPlace January 9, 2024 Thank you for your excellent review, James. We are glad that the add-in is working well for you and will continue to work to improve it. Rolf Z. Senior Sustainability Consultant Projectmanager Real Estate Used the software for: 6-12 months ### "Dutch application" December 3, 2025 4.0 I'm very happy with the app and also with the service. They really helped me to start up in the Netherlands Pros It does what it has to do and it saves me time. I truelly think I can get even more out of it but the company doesn't stimulate team usage sadly. Wh Cons I miss a detailed video describing ALL the features and possibilities and demonstrating them with examples Review Source TP Tom P. Director Health, Wellness and Fitness Used the software for: 1-2 years ### "Analysis place did exactly what I needed" August 20, 2025 5.0 Very good - solved a massive issue for us and allows close to data automation. particularly impressed with support. Pros logical and simple to use bolt on to standard programs making solving a massive issue for us. good value for money and when i did have an issue a REAL HUMAN got back to me to address my personal issue! Cons It can be tough to track the various fields around and if you drop the link off the excel/word ribbon it seems like you have to go back and reinstall the program from windows store. bit of a bore..... Review Source Bojan M. Country Sales Manager Pharmaceuticals Used the software for: 6-12 months ### "A real time saver!" December 13, 2018 5.0 It saves me at least half an hour per week on writing sales reports as it transforms all the tables and numbers propperly. Pros Before finding this software I had to create all tables in Word by hand. That was realy frustrating since the tables I worked with were complex and realy long. After a few clicks the software converted all of my tables to word and I was realy impressed with the outcome, so I decided to try to use it for work. Needless to say, it helped me to save a lot of time so I could focus more on working with my customers. Cons I have experienced only 2 problems until now: 1. Sometimes the program crashes without any apparent reason. It might be due to the lack of power of my laptop. 2. If the table is too big/long it needs to be adjusted first. Review Source SUNDAY E. A. Graduate Assistant Education Management Used the software for: 6-12 months ### "Quickly link your Excel files to your Word document." March 16, 2019 5.0 Pros The software allows easy linking up documents on excel to word of PowerPoint. It is easy to use. It safes time since linked documents are automatically updated. It can be used to keep good records of customers activities. It has a lot of features and functionalities. Cons The software is difficult to surf through. Review Source IFITUMI BARNABAS S. Student Higher Education Used the software for: 6-12 months ### "Excellent Way to Convert Excel to Word Documents" April 16, 2019 5.0 Pros The software is easy to use. It allows users to convert excel spreadsheet to word documents at a very fast rate. It has different features and functionalities. It allows automation of the process. Cons The software works fine to my expectations. Just that one will need a little enlightenment to use it with ease. Review Source AT Adele T. Freelance Telemarketer Marketing and Advertising Used the software for: Less than 6 months ### "A Very Useful Add-On" June 22, 2022 5.0 Pros This add-on is just the thing you need when you need to quickly update the personalisation of a word document, but don't want to go through the whole 'mail merge' thing for one recipient. It's easy to use and fairly easy to set up, but you do have to know what you're doing in Excel. Cons Can't say that I have noticed any cons. Review Source Response from AnalysisPlace October 14, 2022 Thank you, Adele. We so glad that you find our add-in useful. anA amose ntsikelelo A. sales man Automotive Used the software for: 6-12 months ### "great app" November 12, 2021 5.0 great because i always have my spread sheets even on my phone Pros keeps my analysis data at hand and easily backed up data Cons very tricky if you're not Microsoft office savvy Review Source KM Kent M. Broker Commercial Real Estate Used the software for: I used a free trial ### "Gets the job done" December 18, 2018 5.0 Pros It performed the work that it was supposed to. Cons Like anything it takes some time to get used to. Review Source KH Kimberly H. Personal Trainer Health, Wellness and Fitness Used the software for: I used a free trial ### "Excel is Excellent!" September 18, 2024 4.0 Excel is fabulous, even for me, which i remind you, i am not tech-savvy! Excel worked me through everything and i was able to use Excel quite easily and efficiently! Pros Excel makes it easy to understand how to use it, even if, like me, your are not tech savvy! Cons When i first started trying to figure it all out, i couldn't understand implementation, but quickly, Excel worked me through it! Review Source VR Verified Reviewer Owner Commercial Real Estate Used the software for: 2+ years ### "Head and Shoulders above Power Automate and all others" March 11, 2022 5.0 It works the way that it would work if you designed it. It works right. It is easy, You can rename and move your files without worry. Pros This just works. It works right. It works the first time. It makes sense. --I spent months on Power Automate. Getting it set up, learning, you have to buy lots of integrations, and then it just doesn't work. For example, do you have macros? If you do, Power Automate does not work. -- Don't try this with any other software: Move or rename your excel file and try to make it work... It does not matter with this product. Moving to a new computer in the next 5 years and your files may move to a directory - No problem. This product still works. Cons It does not get enough press. It kind of makes me angry because I spent months looking at and trying other products. Review Source VR Verified Reviewer risk assistant Banking Used the software for: 2+ years ### "try to use" May 16, 2022 5.0 In general, the experience and use of this software is magnific Pros I really like the way you can convert all your files from one format to another. Cons I wish that this software could have more options for converting Review Source CAMILLE C. Human Resources Supervisor Health, Wellness and Fitness Used the software for: 2+ years ### "Document variety option" September 12, 2019 5.0 The variety of document scenarios and how it work all the benefits is Great to my experience. Pros Is a wide variety of scenarios to use with the excel to word documentation to make your job easy and simple. Cons Is significantly improvement on this program you dont need to worried about anything this software provide assistance. Review Source VR Verified Reviewer Head of growth Education Management Used the software for: 6-12 months ### "Great product" December 10, 2019 5.0 Very easy to use and does what it says on the tin. Top Pros Ease of use and price. This is a great product with potential to help you save time and gain a better view when transferring docunemtarion. Cons Customer support is not the best but I know they are understaffed in this area. Goood Job though guys keep it up. Review Source Response from AnalysisPlace December 13, 2019 Thank you for your kind review, we are glad to hear that our add-in is saving you time. If there is anything we can help you with, please let us know. We are happy to help. GK Gergo K. Assistant Facilities Services Used the software for: 1-2 years ### "Makes work very easy" August 21, 2022 5.0 Pros Easy handling, bug-free, best automation software Cons No negative parts. I never ran into any issue. Review Source Response from AnalysisPlace October 14, 2022 Thank you Gergo. We are glad our add-in is working well for you. RD Rahul D. Group Manager Computer Software Used the software for: Less than 6 months ### "Best in class experience in Document Automation" July 26, 2020 5.0 Awesome product and i just can not do without this product now. Used to use excel to word 'Linked Paste' function which was so cumbersome and this is a huge upgrade. I had one time issue where the azure server which was running the data connections went down so i found the email of the admin of Analysis Place from my billing subscription email. Then \[SENSITIVE CONTENT HIDDEN\] was able to respond on a Sunday afternoon my time and get it fixed in 1 hr. this was really critical for me as otherwise my document automation would not have worked and i needed to submit a customer offer. Thus support has been great. Pros The features i like most about this product are :- 1. Very easy to learn and start using...does not require any training 2. Ability to have excel become a database which is then used to populate different word docs in manner where i want data to be placed. 3. cloud update of large files 4. flexible with multiple worksheets 5. can save files in different names and repopulate the databases. 6. ability to save and share as it works with saving on share-point also Cons 1\. A field once named may not be easy to change and only option to change is to delete the field and redo again..doable but is an extra step 2. Same Field name in two worksheets can be tricky 3. the customer service page on the website has a form but no email or call center no to call. the form when populated also does not generate and email as a ticket requested. Review Source Response from AnalysisPlace July 31, 2020 Thank you so much for the great review, Rahul! SP Sherry P. Utility Clerk/Administrative Assistant Government Administration Used the software for: 2+ years ### "Excel-to-Word Document works for out jobs great!" April 29, 2022 5.0 Works for us! Pros It is relatively easy to use! I use it for processing our on-line payments to accounts. Cons The software was already being used when I started my job, so it is all I have used. Review Source VR Verified Reviewer MST Counselor Architecture & Planning Used the software for: 2+ years ### "Easy to use for anyone" September 18, 2018 4.0 Pros I liked that these were softwares I’ve been familiar with for many years. They’re easy to navigate and understand. You can look up questions on google easily too. Cons No cons about this software. Everything was straight forward and easy to use. Review Source SA Stephanie A. Customer service representative Insurance Used the software for: 6-12 months ### "Very impressive combined program" November 29, 2019 5.0 I'm able to set up meeting and phone calls in one program now. Instead of having to use several just to keep up with 10 or more different projects. I save so much more time using Excel-to-word . Pros I love that is combines word and Excel together. You can use documents from word and put them in files on Excel. The spreadsheets are amazing. It is just all around easy to use. Very time saving. Cons I don't think there are any. None that i have seen yet. I love the software. Review Source VR Verified Reviewer QP Hospital & Health Care Used the software for: Less than 6 months ### "Affordable option - formatting issues" February 27, 2022 4.0 It is an inexpensive option to turn spreadsheet data into a useable narrative document. It sped up the time it took to compile monthly reports Pros This product made transferring data from existing spreadsheets to a narrative style more efficient. It allowed me to only open one program, which benefits older computer models. Cons The data transferred was not free from significant formatting changes. This made it more difficult to make sure we were using the correct line entry of the data. Review Source Response from AnalysisPlace March 1, 2022 Thank you for reviewing our add-in. I would be happy to help you with the updating process, it should not cause significant formatting changes. AR Ashley R. Educator Education Management Used the software for: 2+ years ### "Great Product, Simplifies and saves time" October 1, 2019 5.0 I have used this product for grade reports for more than 5 years. Pros I like how I am to export student data from Excel to Word for an easy report or grading report. This software saves me a lot of time. Cons Nothing. The product does what it is intended to do and I have no complaints about the product. Easy and simple. Review Source Response from AnalysisPlace December 13, 2019 Thank you for your kind review, Ashley. We are glad to hear that our add-in helps you with your grading reports and saves you time. Similar Products Featured ## Related categories [Document Generation](https://www.capterra.com/document-generation-software/)[Reporting](https://www.capterra.com/reporting-software/)[Document Management](https://www.capterra.com/document-management-software/)