Better Together
PlexiFact
+ Excel
Excel is not the problem. The plumbing behind it is. PlexiFact does not replace Excel - it supplements Excel with a governed data layer underneath. Your analysts keep their workbooks; we make the data they pull (and push back) reconciled, governed, and defensible.
- Read warehouse tables directly into Excel - no copy-paste from portals
- Write Excel-authored edits back to the warehouse with full lineage
- Keep the models, shortcuts, and add-ins your analysts already use
42%
of family offices still manage critical financial data in spreadsheets - and they should keep using Excel. They should not have to rebuild the data plumbing themselves.
Source: EY Family Office Study, 2024
How It Plugs In
Four Ways PlexiFact Powers Excel
The Excel workflow does not change. The data behind it gets reconciled, governed, and traceable.
pull live data into Excel
Warehouse to Excel
Analysts open Excel and pull live tables directly from the data warehouse - reconciled positions, NAV components, exposure cuts. No copy-paste from portals, no stale CSVs. The cell formulas they already know still work.
push edits back with lineage
Excel to warehouse
Adjustments, overrides, and manual entries go from Excel back into the warehouse with a full audit trail - who changed what, when, and why. The Excel-first workflow stays; the governance is just there.
analyst workflows unchanged
Models stay in Excel
Existing financial models, what-ifs, and ad-hoc analysis live in Excel where they always have. PlexiFact replaces the data plumbing underneath - not the model itself.
lineage + audit on every value
One source of truth
When auditors, LPs, or regulators ask "where did this number come from?", every figure in every workbook traces back to a governed warehouse value with lineage and timestamps.
The Path Forward
From Manual Excel to PlexiFact-Powered Excel in 60 Days
Not a rip-and-replace. A structured adoption where the workbooks stay and the data layer underneath gets upgraded, run by your embedded PlexiFact team.
Map the workbooks
We catalog the spreadsheets your team relies on, identify the data sources behind each cell, and trace the dependencies between workbooks.
Land the data layer
Historical positions, transactions, and reference data flow into the warehouse via PlexiFact connectors. Excel workbooks point at the warehouse, not portals or CSVs.
Wire two-way sync
The write-back path is configured - overrides, allocations, and manual entries from Excel push back to the warehouse with lineage. Audit trail is on by default.
Operate side-by-side
Your team keeps working in Excel. The PlexiFact data layer is just there underneath - reconciling, governing, and lineage-tracking every value the workbook touches.
Excel + PlexiFact
What You Keep. What You Add.
Excel stays. PlexiFact is the layer underneath - not the replacement on top.
What You Keep
- Excel itself - the same workbooks, the same shortcuts, the same muscle memory
- Existing financial models, valuation templates, and ad-hoc analysis
- Self-service exploration - analysts do not need to wait on engineering
- PivotTables, Power Query, VBA, and add-ins you already depend on
What You Add
- Live, governed data feeds directly into Excel - no manual refresh from portals
- Bidirectional sync - manual overrides flow back to the warehouse with audit trail
- Automated reconciliation underneath - breaks surface in Excel before they surface elsewhere
- Compliance-ready lineage - every number defensible without forensic spreadsheet review
- Unlimited scale - portfolio growth no longer breaks rows or formulas
- Role-based access from the data layer - the workbook does not have to be the gatekeeper
Keep Excel. Add a Data Layer.
30-minute working session. Bring three or four of your most-used workbooks. We will show you exactly how PlexiFact plugs in - reading data into them and writing back out.