LucaNet.Excel-Add-In

LucaNet.Excel-Add-In by LucaNet AG

LucaNet.Excel-Add-In connects Microsoft Excel with the LucaNet platform for financial consolidation, planning, and reporting. It lets finance teams work in the familiar Excel environment while securely accessing, analyzing, and writing back data to LucaNet—ensuring one source of truth across reports, plans, and analyses.

Key capabilities

• Live connection to LucaNet data models for actuals, plans, and scenarios
• Flexible report building with Excel formulas, named ranges, and pivots
• Write-back support for planning and data collection, subject to user permissions
• Drill-down to accounts, entities, periods, and other dimensions
• Versioning and dimensional filters for comparative analysis (e.g., actual vs. budget, period-over-period)
• Centralized data access with user rights and auditability managed in LucaNet
• Refresh and publish workflows to keep reports synchronized
• Works with LucaNet on-premises or cloud environments (license and access required)

Benefits

• Accelerates reporting and planning cycles using tools your team already knows
• Reduces manual data handling and errors by pulling governed, consistent data
• Improves transparency with drill-down and auditable write-backs
• Shortens onboarding thanks to Excel’s familiar interface

Typical use cases

• Management and board reporting packs
• Consolidation analysis and variance reporting
• Planning templates and quarterly forecasts
• Ad hoc analysis and executive dashboards

Compatibility and requirements

• Microsoft Excel for Windows (desktop); supported versions per LucaNet’s current system requirements
• Access to a LucaNet environment (cloud or on-premises) and appropriate user permissions
• Network connectivity to the LucaNet server for live data refresh and write-back

Note: Features and compatibility may vary by version and license. For detailed system requirements and supported Excel versions, refer to LucaNet’s official documentation.

LucaNet.Excel-Add-In is developed by LucaNet AG. The most popular version of this product among our users is unknown.