---
description: Learn more about Invest for Excel price, benefits, and disadvantages for businesses in Ireland. Read verified software reviews and discover tools that fit your business needs.
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title: Invest for Excel Pricing, Cost & Reviews - Capterra Ireland 2026
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Breadcrumb: [Home](/) > [Business Budgeting Software](/directory/10003/budgeting/software) > [Invest for Excel](/software/105931/invest-for-excel)

# Invest for Excel

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> Software for capital investment analysis, financial modeling, and valuation. 1,850+ organizations in 65 countries use Invest for Excel®
> 
> Verdict: Rated **4.4/5** by 16 users. Top-rated for **Likelihood to recommend**.

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## Overview

### Who Uses Invest for Excel?

The software enables organizations to perform investment profitability analysis, financial modeling and valuation twice as fast, providing error-free calculations and assuring best return on capital

## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **4.4/5** | 16 Reviews |
| Ease of Use | 4.1/5 | Based on overall reviews |
| Customer Support | 4.2/5 | Based on overall reviews |
| Value for Money | 4.3/5 | Based on overall reviews |
| Features | 4.3/5 | Based on overall reviews |
| Recommendation percentage | 90% | (9/10 Likelihood to recommend) |

## About the vendor

- **Company**: DataPartner Software
- **Founded**: 1987

## Commercial Context

- **Starting Price**: €437.50
- **Pricing model**: Per User (Free Trial)
- **Pricing Details**: Invest for Excel offers a free trial for new users, after which the software is available for a recurring subscription and as a one-time license fee.&#10;Perpetual License – &#10;Invest for Excel Enterprise – €4390/user + €1097.50 annual maintenance fee&#10;Invest for Excel Pro – €2340/user + €585 annual maintenance fee&#10;Invest for Excel Standard – €1680/user + €420 annual maintenance fee&#10;Invest for Excel Lite – €850/user + €212.50 annual maintenance fee&#10;Subscription –&#10;Invest for Excel Enterprise – €2195/user (billed annually) + €1207.25 (billed semi-annually)&#10;Invest for Excel Pro – €1170/user (billed annually) + €643.50 (billed semi-annually)&#10;Invest for Excel Standard – €840/user (billed annually) + €462 (billed semi-annually)&#10;Invest for Excel Lite – €425/user (billed annually) + €233.75 (billed semi-annually)
- **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based, Windows (Desktop)
- **Available Countries**: Finland

## Features

- Asset Lifecycle Management
- Cash Management
- Income & Balance Sheet
- Multi-Department/Project
- Profit/Loss Statement
- Strategic Planning

## Integrations (2 total)

- Microsoft Excel
- Microsoft SharePoint

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- Chat

## Category

- [Business Budgeting Software](https://www.capterra.ie/directory/10003/budgeting/software)

## Alternatives

1. [Xero](https://www.capterra.ie/software/169561/xero) — 4.4/5 (3273 reviews)
2. [QuickBooks Online](https://www.capterra.ie/software/141374/quickbooks-online) — 4.3/5 (8393 reviews)
3. [Datarails](https://www.capterra.ie/software/177451/datarails) — 4.7/5 (188 reviews)
4. [QuickBooks Online Advanced](https://www.capterra.ie/software/189398/quickbooks-online) — 4.4/5 (1037 reviews)
5. [Budgyt](https://www.capterra.ie/software/152905/budgyt) — 4.9/5 (68 reviews)

## Reviews

### "Introducing Excel Based for Analysis Effective" — 4.0/5

> **Zulma** | *6 November 2024* | Financial Services | Recommendation rating: 9.0/10
> 
> **Pros**: A lot of the modeling capabilities in Invest for Excel are advanced; it really distinguishes itself in how credit risk analysts can create complex, multiple variable economic scenarios with greater detail than ever before. While the software is integrated with Excel, so much of which is familiar, it also provides specialized financial analysis tools.
> 
> **Cons**: - Few options for building templates for reports&#10;- Streamlining integration with external data sources could be easier&#10;-The real time collaboration needs enhancement.
> 
> Working with Invest for Excel has greatly improved our ability to perform credit risk analysis for ICBC. The software’s powerful calculation engine easily bites off the toughest financial models and the intuitive interface helps users adjust variables instantly to see results.  Our selection of Invest for Excel was primarily due to its outstanding integration with existing Excel based financial models, as well as its corporate financial analysis emphasis. With the ability to perform complex scenario analysis in an easy-to-handle, familiar Excel format, the software was a natural choice for our credit risk department.

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### "the best software for financial analysis" — 5.0/5

> **Andrzej** | *9 April 2018* | Recommendation rating: 10.0/10
> 
> **Pros**: Ease of use. Professional reports. Speed in the analysis. Many languages. Easy to do analytical and projection charts.
> 
> **Cons**: The program could add more profitability indicators - NPVR, MNPV, MPI and an additional report with calculated break-even points and safety margins.
> 
> No errors in the calculation. Quick financial analysis. Professional reports.

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### "Good tool, for some basic calculations. Goes good with investments presented on SmartMoneyMatch" — 3.0/5

> **Mary** | *25 July 2021* | Capital Markets | Recommendation rating: 3.0/10
> 
> **Pros**: Good tool, for some basic calculations. Goes good with investments presented on SmartMoneyMatch
> 
> **Cons**: Should have an API with SmartMoneyMatch

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### "Lots of functionality, but also possible to use in a simple way" — 4.0/5

> **Ville** | *5 April 2018*
> 
> **Pros**: Easy to make investment calculations and cash flow analysis. There are lots of different functionalities in the software, but it can also be used in a straightforward simple way; when needed more details the whole P\&amp;L and BS can be simulated.
> 
> **Cons**: At first the layout seems quite messy, and needs some time to get familiar with. Some limitations e.g. with selecting the detailed calculation point.

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### "the software requires the acquisition of industry knowledge&#10;&#10;&#10;high price vs paid training" — 4.0/5

> **Verified Reviewer** | *25 June 2018* | Internet
> 
> **Pros**: flexibility &#10;connection of new own sheets &#10;&#10;the possibility of entering very detailed data&#10;&#10;preparation of the financial forecast is very fast&#10;the investment profitability analysis is very fast&#10;&#10;investment profitability analysis very detailed - if you need one
> 
> **Cons**: hard to say , software is verry flexibility &#13;&#10;&#13;&#10;if you are a user, you must have extensive knowledge, the software is not for users with a medium level of knowledge in finance

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## Links

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