Embracing Microsoft Excel® Without Compromise

Finance teams in mid-market companies live and breathe Microsoft Excel®. From financial modeling and budgeting to complex scenario planning, Excel's flexibility is unmatched. Yet managing manual data entry, version control, and siloed information remains challenging.

That's why we built the Abacum Excel Connector—to give you the best of both worlds. Finance teams can continue leveraging Excel's power while seamlessly syncing data with Abacum's FP&A platform. The result? A unified, automated, and scalable FP&A process that lets you keep your spreadsheets, without the hassle of maintaining them.

Key Benefits of the Abacum Excel Connector

1. Automated & Real-Time Data Sync

Say goodbye to copy-pasting and manual uploads. The Abacum Excel Connector lets finance teams push and pull data between Microsoft Excel® and Abacum with a few clicks. Updates in Excel instantly appear in Abacum's financial models as manual inputs, ensuring everyone works with the same accurate numbers.

Example: Imagine updating your opex assumptions in Excel and seeing the impact on Abacum's budget immediately—without worrying about version control or manual errors.

2. Continue Using Microsoft Excel® While Gaining FP&A Power

We understand that adopting a new tool takes time. The Abacum Excel Connector lets finance teams keep working in Microsoft Excel® while gradually exploring Abacum's powerful capabilities—including multi-dimensional modeling, automated reporting, and data analysis.

Why It Matters: Teams can scale their FP&A processes at their own pace, adding automation and collaboration features without rushing into a full migration.

3. Seamless Collaboration Across Finance Teams

Collaboration suffers when data is trapped in spreadsheets. With Abacum's connector, finance teams can work in Microsoft Excel® while keeping Abacum's planning and reporting dashboards current. This means finance leaders, analysts, and budget owners all access consistent, real-time information in Abacum while using Excel for bottom-up data input.

Teams save hours monthly by eliminating email chains and manual reconciliations, freeing up time for strategic analysis.

4. Streamlined Budgeting, Forecasting & Reporting

With seamless data flow between Microsoft Excel® and Abacum, finance teams can speed up month-end closes, accelerate forecasting, and maintain up-to-date reports. This hybrid approach preserves existing Excel models while boosting productivity through Abacum's automated reporting and enhanced insights.

Impactful fact: Customers have cut their month-end close times by up to 6 days with Abacum's automation—imagine the potential time savings when combined with the Excel Connector.

The Impact That Awaits: Maximizing Efficiency & Simplifying Onboarding

Finance teams often struggle with manual data entry, version control, and complex FP&A tool adoption. The Abacum Excel Connector solves these challenges by creating a seamless bridge between Microsoft Excel® and Abacum's advanced FP&A capabilities.

With the Abacum Excel Connector, finance teams can:

• Save up to 80% of the time spent on manual updates through automated data sync between Microsoft Excel® and Abacum.

• Ensure data accuracy with a single source of truth, eliminating copy-paste errors.

• Collaborate effortlessly with unified financial models across both platforms, keeping everyone aligned with accurate numbers.

• Simplify onboarding and adoption—continue using Microsoft Excel® while exploring Abacum's powerful features like multi-dimensional modeling, automated reporting, and data analysis.

• Reduce change management challenges—no need to retrain teams or overhaul existing workflows.

Expected Result: Finance teams achieve faster closes, more accurate forecasts, and more time for strategic analysis—while onboarding smoothly and scaling at their own pace.

How It Works: A Simple Yet Powerful Integration

• Push & Pull Data: Sync data between Microsoft Excel® and Abacum seamlessly—no risky CSV imports or manual reconciliation.

• No Installation Required: Start immediately with our web-based Office Add-in—no IT involvement needed.

• Real-Time Sync: Keep Microsoft Excel® and Abacum in perfect harmony, ensuring current data across all financial models.

Conclusion: Microsoft Excel® + Abacum—Transforming FP&A Without Compromise

The Abacum Excel Connector is built to supercharge finance teams' existing workflows—not replace them. By uniting Excel's flexibility with Abacum's advanced FP&A capabilities, teams can eliminate manual work, enhance accuracy, and speed up decision-making.

Ready to see how it works? Book a demo now and discover how Abacum can transform your Excel workflows.