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ease
features
design
support

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Description

Formula Manager for Excel is an enterprise-grade desktop add-in designed by Uniform Software to help financial analysts, accountants, FP&A teams, and data specialists audit, manage, and automate complex spreadsheets. Operating directly from a dedicated tab on the Microsoft Excel ribbon, it replaces slow manual spreadsheet maintenance with automated batch workflows, formula dependency tracking, and deep structural diagnostics. Key Features & Business Benefits • Workbook Auditing & Dependency Mapping: Inspect two-way formula connections across multi-sheet workbooks using "Referred By" and "Refers To" panels. Quickly locate broken references (#REF!), hidden names, 3D ranges, and external links to reduce model risk. • Extended Diagnostic Scans: Uncover hidden formula logic in non-standard locations, including data validations, hyperlinks, and embedded objects. Identify unused names and duplicate global/local scopes to clean up legacy workbooks. • Batch Naming & Formula Automation: Generate sequentially named ranges (e.g., Region??) or formula patterns across rows and columns in seconds using flexible wildcard syntax. • Bulk Grid Export/Import: Export name definitions to an editable worksheet grid, execute bulk edits, validate formula syntax, and safely re-import definitions into the workbook. • Enterprise Risk Protection: Built-in safety mechanisms automatically create timestamped workbook backups prior to committing bulk changes, scope conversions. Deployment & Purchasing Formula Manager for Excel supports desktop versions of Microsoft Excel on Windows 10 (version 19041.0 or higher) and Windows 11. It is available with a 7-day (Microsoft Store) or 30-day (Microsoft Marketplace) free trial and subscription plans starting at $2.39 USD/month per user/month.

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

API Access

Has API

Screenshots View All

Screenshots View All

No images available

Integrations

Microsoft Excel

Integrations

Microsoft Excel

Pricing Details

$2.39/month/user
Monthly subscription. Volume discount available through Microsoft Marketplace.
Free Trial
Free Version

Pricing Details

£20
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Uniform Software Limited

Founded

2008

Country

United Kingdom

Website

uniformsoftware.com/formula-manager

Vendor Details

Company Name

Kleverin

Founded

2025

Country

United Kingdom

Website

www.kleverin.com

Product Features

Spreadsheet

Analytics
Audit Trail
Calculators
Charting
Multi-User Collaboration
Templates

Product Features

Spreadsheet

Analytics
Audit Trail
Calculators
Charting
Multi-User Collaboration
Templates

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