What this article covers
The Finstack Excel Add-in is a Microsoft Office Add-in (a Task Pane that lives inside Excel) that lets you:
Fetch actuals from Finstack into an Excel sheet for ad-hoc reporting.
Push forecast scenario values from Excel back to Finstack, and pull the latest actuals into your forecast model.
This article does NOT cover
Loading actuals from your ERP via a static Excel or CSV upload. See Uploading ERP data via Excel or CSV.
The full forecast workflow (creating scenarios, granularity options, Google Sheets method). See Forecast.
Ready-to-use template files. See Reporting and Forecast Templates.
Video walkthrough
How do I install the Finstack Excel Add-in?
Finstack is available as a Microsoft Office Add-in. Install it from the Office Add-in store before using it.
Open Excel.
In the Home tab, find the Add-ins icon (in Dutch: invoegtoepassingen).
Click More Add-ins.
Search for Finstack and click Add to install.
A new Finstack icon appears in the Home tab. Click it to launch the Task Pane on the right.
How do I log in to the Add-in?
On first load, the Task Pane opens on the right of your Excel sheet. Log in with your Finstack credentials.
How do I fetch a report (actuals) into Excel?
Once you're logged in, you can pull reports from Finstack into your Excel sheet via the Task Pane.
Select your report type.
Set the filters.
Decide whether to include IC eliminations and Adjustments.
Press Fetch to load the report into the sheet. The report parameters appear at the top-left of the sheet; the report itself appears below.
Press Reset to align the Task Pane parameters with the last report you ran.
How do I update a forecast scenario from Excel?
The Add-in can push forecast scenario values from Excel back to Finstack, and pull the latest actuals into your sheet for use in your forecast model.
In the Task Pane, select type: Forecast upload.
Choose the Scenario. Note that this scenario needs to have been created in Finstack first, before you can select it here.
Select a Start date and End date.
On first load, click Template to pull the correct scenario structure from Finstack into your Excel sheet. Build your forecast model from there.
Click Upload to push your forecast values back to Finstack.
For the full forecast workflow — creating scenarios, choosing methods, granularity options — see Forecast.
How do I switch company or log out of the Add-in?
Click the three dots (top right of the Task Pane) to switch the company you're working in, or to log out.