Finance & Banking

Office Add-ins Built for Finance and Banking Teams

We build Excel and Outlook add-ins that automate financial reporting, hold up to SOX and Basel controls, and keep every figure traceable back to its source.

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Microsoft Office add-ins for Finance & Banking

The problems we hear most

Custom Office add-ins for banks, asset managers, and finance teams that need accurate numbers and a clear audit trail.

Manual reporting eats the close

Analysts rebuild the same workbooks every period, copying figures between systems by hand. Each manual step adds hours and a fresh chance to introduce an error before the numbers reach the board.

Audit trails are hard to prove

SOX and internal audit expect a clear record of who changed what and when. Spreadsheets passed around over email rarely keep that history, so teams scramble to reconstruct it under deadline.

Data lives in too many places

Core banking systems, ERPs, and market data feeds each hold a piece of the picture. Pulling them into one reconciled view usually means exporting, reformatting, and re-importing CSV files.

Compliance review slows delivery

Any tool that touches financial data has to clear risk and security review. Off-the-shelf plugins that move data outside the tenant often fail that bar and stall for months.

How we help

Automate financial reporting in Excel

We build Excel add-ins that pull figures from your core systems and assemble board-ready reports on demand, so the close stops depending on manual copy-paste.

Excel add-in development

Connect core banking and ERP data

Custom API connectors feed live balances, positions, and ledger data straight into the workbook, with no CSV round-trips.

API integration

Keep a defensible audit trail

We wire single sign-on and Azure AD identity into every action, so each change is tied to a named user for SOX and internal audit.

Microsoft SSO

Surface analytics where decisions happen

Embed Power BI visuals next to the underlying figures in Excel, so reviewers see the chart and the source in one place.

Power BI integration

Sync SAP financials into Office

Bring SAP balances and journal entries into Excel for reconciliation without leaving the spreadsheet.

SAP integration

Services that fit Finance

Each of these is a service we deliver, mapped to a use case your team will recognize.

Excel Add-in Development

Automated month-end reports, reconciliation tools, and financial models with built-in validation.

API Integration

Live feeds from core banking systems, ERPs, and market data providers into Excel and Outlook.

Power BI Integration

Interactive dashboards embedded beside the source figures analysts already work in.

Microsoft SSO

Named-user authentication and access control for a defensible SOX audit trail.

The tech we build on

The frameworks, cloud platforms, and AI models behind our Finance Office add-ins.

Office.js
Office.js
React
React
Vue
Vue
TypeScript
TypeScript
Azure
Azure
Google Script
Google Script
OpenAI
OpenAI
Claude
Claude
Gemini
Gemini
Azure AI
Azure AI
Next.js
Next.js
Angular
Angular
Firebase
Firebase
AWS
AWS
PHP
PHP
Python
Python
C#
C#
Tailwind CSS
Tailwind CSS
n8n
n8n
Stripe
Stripe

Case study

FinanceIQ Analytics: Data Analysis Tools in Excel

An Excel add-in that runs financial analysis, scenario forecasting, and one-click Word and PDF reporting from a single task pane.

Read the full case study

Further reading

Excel Add-ins for Finance and Accounting: Automate Reporting and Data Workflows

Frequently asked questions

Are your Office add-ins SOX compliant?
Our add-ins support SOX compliance by tying every action to a named user through Microsoft SSO and Azure AD, keeping a clear audit trail. The add-in is a control you configure; we build it so your auditors can trace who changed each figure and when.
Can an Excel add-in connect to our core banking system?
Yes. We build custom API connectors that pull balances, positions, and ledger data from core banking platforms, ERPs, and market data feeds directly into Excel, with no manual CSV exports. The connection runs over your approved, authenticated endpoints.
Does the add-in keep financial data inside our tenant?
Yes. Add-ins run inside Microsoft 365 and process data within your tenant by default. We avoid sending financial data to outside servers, which helps the build pass bank risk and security review.
How long does a finance Excel add-in take to build?
Most finance add-ins ship in 3 to 8 weeks, depending on how many systems they connect to. A focused reporting tool is faster; a multi-source reconciliation suite with SAP or Power BI takes longer. We give a fixed timeline after scoping.
Can you support Basel reporting workflows?
Yes. We build Excel tools that pull risk and capital figures from your systems and assemble them into the templates Basel reporting needs, with validation rules that flag gaps before submission.

Related industries

We build Office add-ins for neighboring sectors with similar compliance and workflow needs.

Insurance

Office add-ins for insurers, brokers, and underwriters that handle quoting, policy documents, and claims in Microsoft 365.

Explore Insurance

Professional Services & Consulting

Office add-ins for consultancies and professional services firms that run proposals, reporting, and client work in Microsoft 365.

Explore Professional Services

Real Estate

Office add-ins for brokerages, property managers, and investment firms that run deals on Excel, Word, and Outlook.

Explore Real Estate

Ready to automate your finance workflows?

Book a free scoping call and we will map your reporting and reconciliation steps to a custom Office add-in.

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