Invest for Excel® is a software solution for capital budgeting and valuation that is used in over 1,600 organisations in over 50 countries worldwide, making it one of the most successful financial modelling software applications in the world.
Combining discounted cash flow valuation, IFRS reporting standards and best practices in capital budgeting, Invest for Excel® is a software solution that is both incredibly powerful as well as easy to use.
Invest for Excel® is used in all industries by consultants and businesses of all sizes in a wide variety of financial modelling applications including:
The software has been implemented by over 1600 organizations in over 50 countries, including:
1. DAIMLER – a manufacturer of Mercedes cars,
2. Emirates National Oil Company – a leading integrated global oil and gas player
3. NESTE – the world’s largest producer of renewable diesel,
4. Stora Enso – one of the biggest players in pulp and paper manufacturing,
5. KGHM Polish Copper – one of global leaders in the mining industry,
6. …. More references: DataPartner website
Why use Invest for Excel® software?
Make better investment decisions!
The software is programmed in a popular environment of Microsoft Excel and easy to use.
It comprises best practices of capital budgeting by incorporating
30 years of experience and work with leading companies in the world.
It can serve as a company standard in profitability calculations.
It helps to distinguish between good and bad projects.
World industry leaders rely on Invest for Excel.
Suits all industries and size of business.
It is continuously developed and maintained.
Professional cash-flow models provide basis for confident investment decisions.
Get prepared for various scenarios.
What would I use Invest for Excel® for?
Large Companies
Standardise the investment analysis & comparison processes, yet still retain control. This reduces the risk of incorrect decisions based on models that contain errors.
Streamline project approvals to allow faster decisions.
Allow decentralised analysis of opportunities using a standardised solution by managers in production, marketing, project management etc. This increases the agility of the company while still retaining control.
Conduct business planning to easily and rapidly analyse a wide variety of scenarios.
Analyse potential acquisition targetsand projects to quickly value opportunities and take action.
Small & Medium Businesses
Conduct business planning to easily and rapidly analyse a wide variety of scenarios.
Reduce the risk associated with new investments and business expansion by fully analysing the opportunities.
Analyse potential acquisition targets to quickly value opportunities and take action.
Investors
Reduce the risk associated with new investments by fully analysing the opportunities.
Clearly assess the viability of potential investments.
Quickly and easily compare investment options to select the one that is best.
Accountants & Consultants
Increase hourly rates by providing the same value to clients in less time.
Free senior staff/partners’ time by enabling less senior staff to construct models for clients in less time yet with greater accuracy and a standardised process which also requires less review.
Develop new revenue streams by offering financial modelling services to clients.
Public Sector & Government
Standardise the investment proposal and approval processes using the built-in suite of tools that assist in developing business cases.
Conduct business planning to easily analyse a wide variety of scenarios.
Reduce the risk associated with new investments by fully analysing the opportunities.
Universities
Use the Academic Version to help students quickly and easily understand investment principles and financial models.
Students can concentrate on learning the principles of investment analysis, rather than getting bogged-down in building Excel models.
Enquire about special educational pricing to cover a computer lab, school, or an entire campus.
Many of the world’s most trusted and respected companies rely on Access Analytic for innovative, data-driven solutions. Our vast experience across industries means we bring the best global ideas and strategies directly to your business. At Access Analytic, we don’t just keep up with the industry—we set the standard. Partner with us for world-class expertise, cutting-edge solutions, and long-term success.
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Yury Tokarev helps businesses turn spreadsheets and systems into strategic assets.
With deep expertise in financial modelling, forecasting, and decision analytics, Yury shows finance and leadership teams how to build models that are robust, intuitive, and built for real-world decision-making.
Known for his clear, calm delivery and practical focus, Yury’s sessions leave audiences empowered to create smarter financial models — and better business outcomes.
Popular Topics: Financial Models That Leaders Can Trust | Smarter Budgeting and Forecasting | Building Analytics into Everyday Decision-Making | Power BI that gets results
Wyn Hopkins lives and breathes data. As a former PwC consultant and one of only a handful of Microsoft MVPs worldwide who are certified in both Excel and Power BI, he’s helped countless organisations streamline reporting, modernise processes, and unlock the true power of Power BI and PowerApps.
Wyn’s sessions are packed with real-world tips, live demos, and relatable stories that inspire audiences to embrace smarter, faster ways of working.
You can see him in action on Access Analytic’s YouTube channel, which has over 100,000 subscribers and is one of the leading channels in Excel, data analytics and Power BI.
Energetic, approachable, and deeply knowledgeable, Wyn makes digital transformation feel achievable — and exciting.
Popular Topics: Power BI That Actually Drives Action | Modern Reporting for Busy Leaders | How PowerApps Can Streamline Your Business | Data Visualisation That Tells a Story
Jeff Robson is passionate about helping businesses transform the way they use data to drive smarter, faster decisions.
As Founder and CEO of Access Analytic, Jeff has worked alongside CEOs, CFOs, and leadership teams for over 25 years, delivering real-world solutions that create measurable results.
Known for his clear, practical style, Jeff makes complex financial modelling, AI strategy, and data analytics simple — and valuable — for business leaders.
Popular Topics: Financial Modelling That Drives Decisions | AI Strategy Without the Hype | Smarter Budgeting and Forecasting | Unlocking Business Insights Through Data
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