ExtendInsights brings multiple Excel capabilities together into one unified Excel add-in, giving you a single place to connect, analyze, automate, and manage data across systems.
Instead of installing and switching between separate Excel apps, ExtendInsights provides a single, streamlined Excel experience that supports analytics, automation, and data management.
Transform Your Excel Experience with ExtendInsights
ExtendInsights turns Excel into a powerful workspace for business analysis and operations. From one Excel add-in, you can:
Import data from multiple systems
Automate data refreshes and schedules
Analyze and report on data directly in Excel
Write data back to supported systems (where enabled)
Connect Excel workbooks to Power BI or Power Query for advanced reporting
This unified approach helps teams reduce manual work and manage data more efficiently.
What’s Included in the Single Excel Experience?
With ExtendInsights, you use one Excel add-in to access multiple capabilities:
Analytics – pull reports and queries from connected systems
Data Management – create, update, and manage records (where supported)
Scheduling & Automation – keep data refreshed automatically
Multi-source connectivity – work with data from multiple platforms in one place
All features are accessed through the same ExtendInsights interface in Excel.
Supported Data Sources
The latest ExtendInsights update supports connecting to multiple data sources, including:
NetSuite
Salesforce
Google Analytics
Chargebee
HubSpot
Stripe
All supported data sources are available within the same ExtendInsights Excel add-in, eliminating the need to install or manage separate Excel apps.
What’s Next?
Ready to start working with your data?
👉 Connect to your data sources and explore them with ExtendInsights
View the setup and usage guide here.
