WorktreeXKleverin
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Related Products
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About
EASA has a unique approach to deploying existing, Excel spreadsheet-based tools as secure, custom web applications. These apps can be deployed within a web portal for use by internal or external staff, including partners, resellers, suppliers or customers as well as subscription based applications (SaaS). Unlike competing solutions, sophisticated spreadsheets with VBA, macros and add-ins can be deployed with EASA. Furthermore, EASA provides full database functionality, approvals and notifications and integration with CRM and ERP systems.
Common use-cases include the deployment of spreadsheets used for CPQ (configure price quote), insurance raters, financial analytics, engineering calculations, and many more. Your existing spreadsheet becomes the “engine” for the web app, eliminating any need to extract the logic and reprogram in a separate solution.
If your company has made a significant investment into critical spreadsheets, then learn why AIG, Voya, HP and others rely on EASA.
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About
WorktreeX is an Excel link management tool designed to streamline and structure complex financial reporting workflows. It helps teams visualize how spreadsheets are connected through an interactive workflow tree, making dependencies easy to understand. Instead of manually updating links each reporting cycle, users can roll forward interconnected files in minutes. The platform automatically maintains link integrity when renaming files or updating data sources. Real-time monitoring and alerts keep spreadsheets synchronized and reduce the risk of broken or outdated links. WorktreeX also provides an audit trail and commentary features to track historical changes across reporting periods. By reducing manual effort and errors, it significantly accelerates month-end financial reporting processes.
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Platforms Supported
Windows
Supported
Mac
Not Supported
Linux
Supported
Cloud
Supported
On-Premises
Supported
iPhone
Supported
iPad
Supported
Android
Supported
Chromebook
Supported
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Platforms Supported
Windows
Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Not Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Companies with critical processes which are underpinned by Excel
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Audience
WorktreeX is ideal for finance teams, accountants, and financial reporting professionals who rely heavily on interconnected Excel spreadsheets for recurring reporting cycles
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and VideosNo images available
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PricingPricing is based on the specific configuration and options needed by each customer. You have two options for implementation - you can build the app, on-prem, or we can implement it for you and you can install on your network or cloud. Contact EASA for a custom quote.
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
£20
Free Version
Not Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Pros & Cons from Real UsersPros
Cons
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Company InformationEASA
Founded: 2008
United States
easasoftware.com
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Company InformationKleverin
Founded: 2025
United Kingdom
www.kleverin.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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Spreadsheet Features
Analytics
Supported
Audit Trail
Not Supported
Calculators
Supported
Charting
Supported
Multi-User Collaboration
Not Supported
Templates
Supported
CPQ Features
2D Drawing
Not Supported
3D Modeling
Not Supported
Approval Workflow
Supported
eCommerce
Not Supported
Guided Selling
Not Supported
Product Configurator
Supported
Proposal Generation
Supported
Quotes / Estimates
Supported
Renewal Management
Not Supported
Self Service Portal
Not Supported
Low-Code Development Features
AI-Assisted Development
Not Supported
Business Process Automation
Not Supported
Collaborative Development
Not Supported
Data Aggregation and Publishing
Supported
Deployment Management
Supported
Drag & Drop
Not Supported
Integrations Management
Supported
Iteration Management
Not Supported
Performance Monitoring
Not Supported
Requirements Management
Not Supported
Templates
Supported
Visual Modeling
Not Supported
Web / Mobile App Development
Supported
Workflow Management
Supported
Proposal Management Features
Automatic Formatting
Not Supported
Calendar Management
Not Supported
Collaboration
Not Supported
Contact Management
Not Supported
Content Repository
Not Supported
Document Management
Supported
Electronic Signature
Supported
Knowledge Library
Not Supported
Pipeline Management
Not Supported
Requirements Management
Not Supported
Revision Management
Supported
RFP Management
Not Supported
Task Management
Not Supported
Templates
Supported
Version Control
Supported
Quoting Features
Automated Quoting
Not Supported
Catalog Management
Not Supported
Client Portal
Not Supported
Contact Management
Not Supported
Customer Accounts
Not Supported
Customizable Branding
Supported
Discount Management
Not Supported
Forms Creation
Supported
Pricing Management
Not Supported
Product Configurator
Supported
Proposal Management
Supported
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Integrations
Microsoft Excel
Supported
Inventor Nastran
Supported
MATLAB
Supported
Microsoft Dynamics GP
Supported
MySQL
Supported
R-Studio
Supported
Salesforce
Supported
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Integrations
Microsoft Excel
Supported
Inventor Nastran
Not Supported
MATLAB
Not Supported
Microsoft Dynamics GP
Not Supported
MySQL
Not Supported
R-Studio
Not Supported
Salesforce
Not Supported
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