CData Excel Add-InsCData Software
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Related Products
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About
CData Excel Add-Ins install right into Excel and empower anyone to instantly connect to live data from 200+ data sources — inside Excel. Quickly and conveniently get access to data from your accounting, CRM, ERP, sales, marketing, social media, SaaS, cloud, and database tools in Excel; even push changes from Excel right to your data — wherever it resides. Connect to live data from: - Quickbooks - Sage - Salesforce - HubSpot - Microsoft Dynamics 365 - MySQL - SQL Server - eTrade - And hundreds more The CData Excel Add-Ins simplify the way you read, write, and update live data from web and desktop applications. Perfect for mass imports / exports / updates, data cleansing & de-duplication, Excel based data analysis, and more! The Add-Ins are powerful tools that provide: - Bi-directional access to live data - Easy-to-use, straightforward configuration - Quick data imports, exports, backups, and integrations.
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About
Canopy is a financial data‑aggregation and analytics platform that consolidates portfolio data from any source, PDFs, Excel/CSV, APIs, SWIFT, custodians, and private banks, across all asset classes (equities, bonds, funds, private equity, hedge funds, derivatives, real estate, precious metals, crypto, art, wine, collections, etc.) and all currencies and geographies. It cleans, standardizes, and merges data into segregated PostgreSQL databases, one per client, enabling direct query access via an Excel add‑in or read/write database access and integration with other systems. Transactions are automatically processed to calculate asset allocation, performance, P&L, volatility, VaR, cash flows, risk analytics, and other financial metrics. Users can define unlimited “strategies”, custom groupings of transactions (by asset class, sector, account, security, etc.), and run infinitely configurable calculations via the web interface or Excel add‑in.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Companies of all sizes
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Audience
Wealth managers and family offices needing a solution to aggregate, analyze, and report on diverse portfolios with custom strategies and high‑end visualizations
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationCData Software
Founded: 2006
United States
www.cdata.com
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Company InformationCanopy
Founded: 2013
Singapore
www.canopy.cloud/
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Categories |
Categories |
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Financial Reporting Features
"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
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