💡Note this functionality is only available in beta release. If you are interested in this functionality, please use the chat interface within Finstack to request it.

Enabling Finstack in Excel

Finstack is available as Microsoft Office Add-in. That means you first need to enable Finstack in Excel before you can start building your first reports. This can be done via the Office Add-in store.

Microsoft Office Add-in store

From within Excel, find the Add-ins (or "invoegtoepassingen" in Dutch) icon from the Home tab. Press "More Add-ins" Search for "Finstack" and press "Add" to complete the installation. A new Finstack icon will appear on the Home tab to launch the Task Pane (side panel) on the right.

Running your first reports

When the Finstack Add-in is enabled, you can launch it via the Home tab.

Authentication

On first load, the Task Pane will open on the right. Please log in with your Finstack credentials.

Creating a Report in Excel

When authenticated, you will be able to run your first reports from the Task Pane on the right.

Actuals

Select your Report type. The "Reporting by Period" option will load Actuals from Finstack with the parameters selected.

Choose the Structure and Entities. Select a Start date and End date. Decide to include IC eliminations and/or Adjustments.

Press Fetch to load the report from Finstack into the Excel sheet. We will provide all information on how the Report was created top left, the report will appear below.

Press Reset to align the parameters in the Task Pane with the last report that was ran.

Forecast

💡This option will be available soon

Select your Report type. The "Forecast upload" option will first load the Forecast structure to the sheet and subsequently the forecast values back to Finstack.

Choose the Scenario. Select a Start date and End date.

On first load, select Template to retrieve the correct structure from Finstack to your Excel sheet. You can start building your forecast from here.

Select Upload to synchronise the forecast in your Excel sheet back to Finstack.

Switching company & Logout

Use the three dots on the top right of the Task pane to either switch the company you want to access or Logout.

Microsoft Excel manifest

💡This install option is now deprecated

You can manually install the Finstack Add-in by configuring a manifest.
Download the manifest file (.xml file) in Setup > Sources.

On Mac

Open Finder
Press Cmd + Shift + G to open the "Go to folder" dialog.
Navigate to the Application folder
Enter the path based on the app (replace <username> with your Mac username):
/Users/<username>/Library/Containers/com.microsoft.Excel/Data/Documents/wef
Create "wef" folder
If wef does not exist inside Documents, create a new folder and name it wef.
Copy the file: Move your .xml file into this wef folder.
Verify in App:
Open Excel and create a blank workbook.
Go to Insert > My Add-ins (or the Add-ins dropdown).

On Windows

Prepare a Folder:
Create a folder on your computer (e.g., C:\FinstackAddIn).
Place your add-in's XML manifest file (.xml) into this folder.
Share the Folder (required for Trust center):
Right-click the folder C:\FinstackAddIn and select Properties.
Go to the Sharing tab and click Share.
Add your user account and ensure you have Read/Write access.
Configure Excel Trust Center:
Open Excel and create a blank workbook.
Go to File > Options > Trust Center.
Click Trust Center Settings...
Select Trusted Add-ins Catalogs on the left.
In the "Catalog Url" box, type the network path to your folder (e.g., \\YourComputerName\FinstackAddIn) and click Add catalog.
Check the box Show in Menu and click OK.
Restart Excel.
Install the Add-in:
Go to the Home tab and click Add-ins. Select More Add-ins.
In the Office Add-ins dialog box, click the SHARED FOLDER tab.
Select your add-in and click Add.

Excel sheet integration