Operis Analysis Kit (OAK) Description
The Operis Analysis Kit, commonly referred to as OAK, is an Excel add-in designed to streamline the process of developing and auditing intricate spreadsheets by evaluating model structures and pinpointing errors. Our company recognizes the importance of assisting spreadsheet users, which is why we chose to extend access to what was previously a proprietary tool. OAK, developed and utilized daily by our distinguished modeling team, aids in recognizing deviations from industry-standard modeling best practices and enhances the overall quality of models during their creation. It has become the go-to Excel add-in for financial modelers at leading global banks, prestigious corporations, and government agencies. For those currently leveraging Operis’ other offerings, we encourage you to reach out about incorporating an OAK license into your existing services. With a robust suite of advanced tools, OAK empowers users to detect potential risks and elevate the quality of their models, ensuring compliance and excellence in their financial modeling endeavors. Ultimately, OAK is not just a tool; it's a vital resource for anyone looking to enhance their spreadsheet accuracy and reliability.
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Formula Manager for Excel
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.
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Pricing
Pricing Starts At:
$375.99 per year
Free Trial:
Yes
Integrations
Company Details
Company:
Operis
Headquarters:
United Kingdom
Website:
www.operis.com/excel-add-ins/
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Product Details
Platforms
Windows
Types of Training
Training Docs
In Person
Training Videos
Customer Support
Business Hours
Online Support
Operis Analysis Kit (OAK) Features and Options
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