toolsUpdated March 1, 2026

Best Excel Add-ins for Finance

Choosing the right excel add-ins for finance can make or break your finance function. We have researched, tested, and compared the leading options to help UK finance teams make an informed decision. Below you will find honest reviews with real pros, cons, and pricing -- no affiliate links, no sponsored placements.

How we evaluated

We evaluated each option based on five criteria: feature depth, ease of use, value for money (with UK pricing where available), integration ecosystem, and customer support quality. We prioritised tools with strong UK presence or global availability, and tested each where trial access was available.

1

Datarails

FP&A platform that works as an Excel add-in. Consolidates data, automates reports, and adds planning capabilities.

Pros

  • Works inside Excel
  • Strong data consolidation
  • Automated reporting

Cons

  • Requires Excel dependency
  • Higher price point
  • Excel-only (no Google Sheets)
From USD 1,500/moFinance teams wanting FP&A without leaving ExcelVisit site
2

Cube

FP&A add-in for Excel and Google Sheets. Centralised data with familiar spreadsheet interface.

Pros

  • Excel and Google Sheets support
  • Quick setup
  • Good data governance

Cons

  • Limited advanced modelling
  • Smaller feature set
  • Dependent on spreadsheet skills
From USD 1,500/moTeams wanting centralised data in spreadsheetsVisit site
3

Vena Solutions

Excel-native complete planning platform. Budgeting, reporting, and close management layered on Excel.

Pros

  • Full FP&A suite in Excel
  • Workflow automation
  • Strong audit trail

Cons

  • Excel dependency
  • Higher price for small teams
  • Complex setup for advanced features
Custom (from approx. GBP 20,000/yr)Mid-market teams heavily invested in ExcelVisit site
4

LiveFlow

Google Sheets add-on for real-time financial reporting. Pulls data from QuickBooks, Xero, and Stripe.

Pros

  • Real-time data sync
  • Google Sheets native
  • Affordable

Cons

  • Google Sheets only (no Excel)
  • Limited planning features
  • Reporting focused
From USD 25/moSmall teams using Google Sheets for financeVisit site
5

Acterys

Power BI and Excel planning and analytics. Writeback capabilities and multidimensional planning.

Pros

  • Power BI integration
  • Writeback to data sources
  • Multidimensional planning

Cons

  • Requires Power BI knowledge
  • Complex setup
  • Niche product
From USD 30/user/moPower BI users wanting planning capabilitiesVisit site

FAQ

Frequently asked questions

We evaluated each option based on feature depth, ease of use, UK pricing, integrations, and support quality. We tested tools where trial access was available and spoke with finance professionals who use them daily.

No. Grove FP is included where relevant (we are transparent about this), but rankings are based on our honest assessment. We do not accept payment for placement.

We review and update this list quarterly. The last update was March 2026. If you spot something outdated, please let us know at hello@grove.financial.

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