Excel model management for investors
Shyft Score
Directory quality rating
Our take
Formula Insight helps institutional investors manage Excel models with real-time querying and collaboration, but lacks AI agent support.
Best for: Institutional investors managing and tracking Excel models.
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See how Formula Insight fits your stackAbout
Help Institutional Investors manage, track & query their Excel models
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
Category
business-intelligence
Department
Finance
Pricing
Subscription (from $49/mo)
Website
formulainsight.io
Use cases
Managing Excel models
Querying and reporting on data
Controlling versions
Collaborating with team members
Visualizing data
Best for
Pricing
Formula Insight starts at $49/mo
Starting at $49/mo
Ecosystem
MCP servers, AI skills, and integrations that work with Formula Insight
FAQs
Common questions about Formula Insight and its capabilities
Formula Insight pricing starts at $49/mo. Contact Formula Insight for enterprise pricing and volume discounts.
Our team can help you integrate Formula Insight with your existing tools and build custom automation workflows.
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