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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Confluence pages can now be free of manual Excel attachments. Data management is a breeze when you easily populate your Confluence page with Excel-like spreadsheets and tables. Import your Excel files into any table instantly. Our Excel-like table offers a seamless experience. You can create and analyze spreadsheets with a variety of popular formulas, such as SUM and COUNT. PivotTables can help you improve your business intelligence by allowing you to perform advanced data analysis. Visualize complex data to uncover trends and create insightful reports. Our PivotTable feature allows you to quickly organize and analyze large amounts of data.

Description

WorktreeX is a productivity solution built to eliminate the frustration of managing linked Excel spreadsheets. It transforms complex reporting structures into a clear, interactive workflow map that shows exactly how files and data sources connect. Financial teams can quickly roll reports forward to a new period without manually reconnecting every link. The system intelligently suggests updated source files based on time-aware prompts, helping users move from one reporting cycle to the next seamlessly. Instead of navigating deep folder structures and editing links one by one, updates can be completed in just a few clicks. Built-in automation preserves workbook relationships, ensuring that structural integrity is never compromised. Users can monitor file changes in real time and receive alerts to prevent missed updates. An integrated audit trail records modifications, making validation and compliance easier. The tool works alongside Excel rather than replacing it, enhancing existing workflows without requiring a full redesign. By cutting workflow production time dramatically, WorktreeX enables finance teams to focus on analysis rather than manual spreadsheet maintenance.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

No images available

Screenshots View All

No images available

Integrations

Confluence Yes 
Microsoft Excel No 

Integrations

Confluence No 
Microsoft Excel Yes 

Pricing Details

$0.25/month/user
Free Trial Yes 
Free Version Yes 

Pricing Details

£20
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Ricksoft

Founded

2016

Country

United States

Website

www.ricksoft-inc.com

Vendor Details

Company Name

Kleverin

Founded

2025

Country

United Kingdom

Website

www.kleverin.com

Product Features

Spreadsheet

Analytics No 
Audit Trail No 
Calculators No 
Charting No 
Multi-User Collaboration No 
Templates No 

Product Features

Spreadsheet

Analytics No 
Audit Trail No 
Calculators No 
Charting No 
Multi-User Collaboration No 
Templates No 

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