WorktreeX

WorktreeX

Kleverin
+
+

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About

Connect your teams, projects, and data in one place. A flexible project management system that adapts to your team. Create powerful no-code apps without sacrificing the spreadsheet features you already know. - Choose from over 25 data types Go beyond traditional spreadsheets with over 25 custom data types. From select and multiselect dropdowns, to icon sets, users, and attachments that live in cells. Features include: - Gantt Views Plan your work with an interactive Gantt View A visual, customizable project plan side-by-side with your worksheet data for managing timelines, progress, owners, dependencies, and milestones. - Related Rows Link spreadsheets together like database tables with Related Rows Link rows between worksheets to connect data and eliminate data duplication, even across different workbooks. - Calendar Views Plan and organize work in a flexible calendar view to keep everyone up to date and on the same page with schedules.

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 Real-time monitoring and alerts keep spreadsheets synchronized and reduce the risk of broken or outdated links.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
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Project Managers

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
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

$7/month
Free Version
Free Trial

Pricing

£20
Free Version
Free Trial

Reviews/Ratings

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

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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

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Spreadsheet.com
United States
spreadsheet.com

Company Information

Kleverin
Founded: 2025
United Kingdom
www.kleverin.com

Alternatives

Doc Sheets

Doc Sheets

Goda Software

Alternatives

Grist

Grist

Grist Labs
Smartsheet

Smartsheet

Smartsheet.com
GSD Pi

GSD Pi

Open GSD

Categories

Categories

Spreadsheet Features

Analytics
Audit Trail
Calculators
Charting
Multi-User Collaboration
Templates

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Gantt Chart Features

Alerts/Notifications
Capacity Monitoring
Color Coding
Dependency Tracking
Drag & Drop
Milestone Tracking
Progress Tracking
Task Management
Templates

Kanban Features

Collaboration Tools
Dependency Tracking
KPI Monitoring
Milestone Tracking
Multi-Board
Prioritization
Project Planning
Roadmapping
Supports Scrum
Task Management
Time Tracking

Project Management Features

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Integrations

Coda
Evernote
Gmail
Google Calendar
Google Forms
Google Sheets
Jira
Mailchimp
Microsoft Excel
Microsoft Teams
Notion
QuickBooks Online
QuickBooks Online Advanced
Salesforce
Slack
Twilio
X (Twitter)
Zendesk

Integrations

Coda
Evernote
Gmail
Google Calendar
Google Forms
Google Sheets
Jira
Mailchimp
Microsoft Excel
Microsoft Teams
Notion
QuickBooks Online
QuickBooks Online Advanced
Salesforce
Slack
Twilio
X (Twitter)
Zendesk
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