Build Financial Models & Presentations More Efficiently- 80%+ Time Savings for Routine Tasks
- Power Modeling Tools
- Advanced Formula
- Auditing
- Charting Tools
- Dozens of Keyboard
- Shortcuts
- Reliably Link to Excel
- Table of Contents /
- Agenda Automation
- Check Presentations for Mistakes
- Shared Content &
- Template Libraries
- Find & Navigate
- More Easily
- Workbook Optimization
- Extensive Customization
- Enterprise Deployment
Reduce mistakes with our powerful, best-in-class auditing tools—absolutely essential for power users- Effortlessly navigate a formula's inputs across worksheets and workbooks, using only the keyboard
- Similarly navigate a cell's dependents, showing you what formulas and charts the audited cell is driving
- Drill down on precedents / dependents using tree-based navigation to help you understand everything driving your formulas
- Analyze complex formulas piece-by-piece to see what a portion of the formula contributes to the overall result
- Visualizations highlight formula errors, outliers, and other inconsistencies that might otherwise go unnoticed
- View precedents / dependents trace arrows for multiple cells at once or as you navigate cells
Keep your presentation agendas updated so that you can focus on content- Synchronize agenda slides with native PowerPoint sections seamlessly
- Deep integration with PowerPoint sections keeps your agendas up-to-date as sections are added, removed, moved, or renamed
- Supports both agenda styles—show agendas on either (a) a table of contents slide, or (b) flysheets (divider slides at the start of each section)
- Show section / subsection titles on content slides that update automatically when the agenda changes
- Intelligently collapse subsections to fit more agenda topics onto a single slide and improve readability
- Intelligently omit section flysheets to reduce presentation length and printing costs
- Intelligently avoid showing back-to-back flysheets during slide shows
- Include slide titles or other text in your table of contents
- Fully customizable agenda / flysheet appearance
Export cells and charts from Excel to PowerPoint and Word more easily and professionally- Export cells and charts to PowerPoint and Word as pictures, embedded workbooks, tables, charts, and more
- Hide Excel interface elements—blue print preview borders, red cell comment indicators, gridlines, and more—and recolor fonts automatically for more professional looking outputs
- Automatically check for formula errors in the data you export, helping avoid embarrassing mistakes in your presentations and documents
- Imported shapes (e.g., pictures, tables) are intelligently positioned and sized, avoiding tedious adjustments required for shapes pasted natively
Improve presentation quality and avoid embarrassing mistakes- Check slides for formatting, layout, content, and grammar errors and inconsistencies before sending a presentation to a client or to print
- Improve compliance with your corporate design standard and branding
- Over 100 checks for issues like inconsistent word hyphenation and abbreviation, missing footnotes, color palette deviation, incorrect bullet formatting, missing punctuation, missing chart labels, image distortion, and much more
- Unlike other solutions, Macabacus checks charts and Smart Art
- See exactly where the issues are, detailed explanations of issues, and frequencies of occurrence where inconsistencies are found
- Address issues with a customized menu of fixes that highlights dominant conventions in your presentation to help you choose a fix
- Set the proofing language for an entire presentation at once to fix words flagged as mispelled which are clearly not
Link PowerPoint and Word to Excel data with reliable links- Link cells and charts in Excel to shapes and text in PowerPoint / Word, and update links with the click of a button
- Unlike native Office links, Macabacus links won't break when the structure of your source spreadsheet changes, which it is certain to do
- Reduced file size of presentations / documents relative to embedding workbooks required for native Office linking
- Inline text linking in PowerPoint and Word lets you write paragraphs with figures sourced from a spreadsheet that are easy to update
- Version control helps identify more recent versions of source files when updating links, and recommends relinking options
- Automatic link detection supports files shared in the cloud using a service like Dropbox
A repository for reusable content and templates shared by all users in your organization- Shared libraries expedite the preparation and facilitate the standardization of presentations, spreadsheets, and documents
- Library content can include slides (e.g., teams pages), Office shapes (e.g., icons), images (e.g., client logos), charts, and deal tombstones
- Library templates can include presentation templates, spreadsheet templates (for use as starting points when building new models), and document templates (e.g., fax cover pages)
- Slides inserted from the library are linked, and can be updated to the most recent version in the library with the click of a button
- Google-like text search returns matching content instantaneously
- Create "document groups" to categorize published templates by business unit or any other category
- Macabacus supports 3 libraries—a personal library for individual use, and team and company libraries that can be shared
- Locally cache remote libraries for availability offline
- Administrative privileges are required to modify the company library
Working with charts in Excel has never been easier- Easily create complex charts used in finance and consulting, including waterfall, football field, butterfly, and Marimekko charts
- Insert charts from your Macabacus library pre-populated with dummy data without laboring over complex chart data structures
- Add growth rate (CAGR) arrows to column charts that update as chart data changes. Extensive formatting options give you the exact look you want
- Add totals labels above columns in a stacked column chart with ease
- Recolor data series in a chart to your preferred colors in two mouse clicks
- Stack charts to create a dashboard and quickly conform the size and position of chart / plot areas for multiple charts at once
- Work with data labels more efficiently
- Charts created with Macabacus are 100% native—you do not need Macabacus to work with them
- Reduce the time spent by your graphics professionals on creating and modifying charts for internal clients
Nearly unlimited customization possibilities meet the needs of even the largest institutions- Configure Macabacus settings—colors, fonts, templates, etc.—to reflect your company's brand identity and design standard
- Customize the behavior of many non-formatting-related tools to reflect personal or organizational workflow preferences
- Deploy customizations to all users to conform the appearance of Office documents to a single standard and standardize the Macabacus experience for all users
- Save settings to the cloud for consistency across all your devices
- Expedite deployment with our customization services (at additional cost) that translate your design standard into Macabacus settings
Showcase your firm's advisory engagements with tombstone slides in your client pitchbooks- Quickly generate tombstones slides, or "creds" pages, for your client pitchbooks that highlight advisory engagements and help your firm win new business
- Tombstones are published to Macabacus libraries, so they can be shared across your organization for convenient access by everyone
- Powerful filters help you find and sort tombstones that showcase transactions relevant to your pitchbook audience and topic
- Intelligently arrange tombstones on slides based on your presentation layout and other preferences
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