WorktreeX

WorktreeX

Kleverin
+
+

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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.

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 Real-time monitoring and alerts keep spreadsheets synchronized and reduce the risk of broken or outdated links.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.

Platforms Supported

Windows Supported
Mac Not Supported
Linux Supported
Cloud Supported
On-Premises Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Supported

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

Audience

Companies with critical processes which are underpinned by Excel

Audience

WorktreeX is ideal for finance teams, accountants, and financial reporting professionals who rely heavily on interconnected Excel spreadsheets for recurring reporting cycles

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

Pricing 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

Pricing

£20
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 4.5 / 5
ease 4.0 / 5
features 4.5 / 5
design 4.0 / 5
support 4.5 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Pros & Cons from Real Users

Pros

  • I like as a "citizen developer" I am able to develop and publish my own applications without having to rely on IT and having the budget for IT development beyond the ongoing licence costs. For somebody of the right mindset (the sort of person who develops spreadsheets/macros) it is easy to pick up and create/deploy apps quickly. The ability to put a wrapper around a pre-existing excel is also attractive so you don't have to code logic but you are also able to build out an application without this. The tool itself is also pretty quick.
  • It offers a secure environment for users to use, store and retrieve key information that could help decision making in the organization. Being able to host the tool via EASA in the intranet is a key for us.

Cons

  • It can be tricky to debug an application and this can cause frustration because you can add the basics of a feature in 30 minutes (great!) then spend 30 minutes figuring out the one thing you've not got quite right (frustrating) - compare this to being able to easily step through code in other applications. There are some basic debugging tools, and you can build your own in but this can be time consuming and it would be nice if this was standard. On occasion this debugging has uncovered bugs in the underlying software, but these can normally be worked around and EASA are supportive in finding work arounds quickly.
  • I hope the user interface could be improved further and the setup process could be easier.

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

EASA
Founded: 2008
United States
easasoftware.com

Company Information

Kleverin
Founded: 2025
United Kingdom
www.kleverin.com

Alternatives

Alternatives

AMTOS

AMTOS

Aggregator Solutions Ltd.
Grist

Grist

Grist Labs
Intellimas

Intellimas

Singletree Technologies
GSD Pi

GSD Pi

Open GSD

Categories

CPQ Supported
Financial Modeling Supported
Quoting Supported
Spreadsheet Supported

Categories

Spreadsheet Supported

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

Integrations

Microsoft Excel Supported
Inventor Nastran Supported
MATLAB Supported
Microsoft Dynamics GP Supported
MySQL Supported
R-Studio Supported
Salesforce Supported

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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