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Microsoft Excel

Coming SoonIntegration

Unlock Excel's powerful financial modeling capabilities with your banking data. Create sophisticated financial models, use advanced VBA macros for automation, and build professional-grade dashboards with pivot tables, charts, and conditional formatting.

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About Microsoft Excel Integration

Unlock Excel's powerful financial modeling capabilities with your banking data. Create sophisticated financial models, use advanced VBA macros for automation, and build professional-grade dashboards with pivot tables, charts, and conditional formatting.

Key Features

  • Professional financial modeling templates and workbooks
  • Advanced Excel functions for financial calculations and forecasting
  • VBA macros for automated data processing and reporting
  • Power Pivot for complex data analysis and modeling
  • Professional charts and dashboards with conditional formatting

Supported Fields

Transaction DateAmountDescriptionCategoryAccountMerchantTransaction IDRunning Balance

Integration Details

Setup Time5 minutes
PricingRequires Microsoft 365 subscription
Last Updated1/20/2024
Statuscoming-soon

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