Formula Insight
Excel model management for investors
Shyft Score
Directory quality rating
53/100
Quiet
Found in 1 source
Our take
The verdict on Formula Insight
AI-generated
Formula Insight helps institutional investors manage Excel models with real-time querying and collaboration, but lacks AI agent support.
Strengths
- Excel model tracking
- Real-time data querying
- Collaboration tools
Limitations
- No AI agent support
- Limited AI readiness
- Pricing unclear beyond $49/mo
Best for: Institutional investors managing and tracking Excel models.
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See how Formula Insight fits your stackAbout
What is Formula Insight?
Help Institutional Investors manage, track & query their Excel models
Key capabilities
Excel model tracking and management
Real-time data querying
Customizable dashboards for performance metrics
Collaboration tools for team sharing and feedback
Automated reporting and analytics generation
At a glance
Category
business-intelligence
Department
Finance
Pricing
Subscription (from $49/mo)
Website
formulainsight.io
Use cases
What you can do with Formula Insight
Managing Excel models
Querying and reporting on data
Controlling versions
Collaborating with team members
Visualizing data
Best for
Institutional investorsFinancial analystsPortfolio managers
Pricing
Formula Insight pricing
Formula Insight starts at $49/mo
Starting at $49/mo
Ecosystem
Connected ecosystem
MCP servers, AI skills, and integrations that work with Formula Insight
Integrations
Microsoft ExcelGoogle SheetsTableauSlackZapierSalesforceQuickBooksPower BIDropbox
FAQs
Frequently asked questions
Common questions about Formula Insight and its capabilities
Formula Insight pricing starts at $49/mo. Contact Formula Insight for enterprise pricing and volume discounts.
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