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.
Learn from highly qualified finance professionals with international experience
Reach out to the Access Analytic team Monday to Friday on (08) 6210 8500 or submit your contact information and we will be in touch.
Get Ahead of the Game – Book Your Training Now!
Jeff is the founding Director and Principal Business Analyst at Access Analytic Solutions. He has over 20 years’ experience in chartered accounting, business management and consulting.
Jeff holds a Masters in Applied Finance and is a Certified Information Systems Auditor. He is highly regarded and recognised around the world as an expert in the field of financial modelling and Power BI reporting. His achievements have been recognised by his peers and he is a Fellow of both the Financial Services Institute of Australasia and the Australian Institute of Management. Jeff has extensive experience in best practice management reporting, data analytics, business analysis, and financial modelling and is also an entertaining international presenter and trainer on these subjects.
Jeff is the author of a number of white papers on financial modelling on subjects such as Financial Modelling Best Practices and Financial Model Auditing. He provides training for companies throughout Australia, New Zealand, Asia, South Pacific, the Middle East, and Africa.
Yury Tokarev is a highly accomplished finance professional and international trainer with over 25 years of experience in financial modelling and advanced analytics. As a Director at Access Analytic, Yury specialises in leveraging data-driven insights to enhance strategic decision-making through sophisticated analytical tools, including Power BI and AI.
Yury’s extensive background includes developing complex financial models across various industries, automating Excel-based solutions for efficient data management, and designing Power BI reports that integrate a variety of metrics, including financial, people, and ESG indicators. His expertise uniquely positions him to address the evolving needs of senior financial professionals as they embrace digital finance and sustainability initiatives.
Prior to joining Access Analytic, Yury gained significant experience in investment banking, corporate finance, and business services and advisory. These roles provided him with a deep understanding of strategic financial planning, complex financial transactions, and advisory services, which he now leverages to deliver cutting-edge solutions in digital finance transformation and analytics.
As an engaging and interactive trainer, Yury has delivered numerous workshops and training sessions globally, helping professionals elevate their understanding of financial modelling, Power BI, and AI analytics. His teaching approach combines practical insights with real-world applications, empowering participants to effectively apply advanced analytics and AI in their strategic roles.
Wyn has been awarded MVP status by Microsoft every year since 2017 and is the author of the book “Power BI for the Excel Analyst”. He is known worldwide for sharing his knowledge via the Access Analytic YouTube channel with over 5 million views and 90,000+ subscribers.
He gained his Chartered Accountant qualification at PwC in 2000 and has extensive Business Analyst experience with HBOS and Barclays in the UK plus multinational clients in Perth.
Wyn is skilled in Excel and Power BI development, Power Query automation, management reporting and is an experienced Excel and Power Bl trainer.
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