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What is Operis Analysis Kit (OAK)?

The Operis Analysis Kit, often known as OAK, is an Excel add-in that simplifies the development and auditing of complex spreadsheets by assessing model frameworks and identifying errors. Our organization understands the significance of supporting spreadsheet users, which is why we made the decision to open access to what was once a proprietary resource. OAK, which has been crafted and is used daily by our esteemed modeling team, helps identify deviations from established modeling best practices and significantly improves the quality of models during their development. It has quickly risen to prominence as the preferred Excel add-in among financial modelers at top global banks, renowned companies, and governmental organizations. If you are already utilizing Operis’ other products, we invite you to inquire about adding an OAK license to your current services. With its comprehensive array of advanced features, OAK empowers users to uncover potential risks while enhancing the quality of their models, thereby ensuring both compliance and excellence in financial modeling efforts. In essence, OAK stands out not merely as a tool but as an essential asset for anyone aiming to improve the precision and dependability of their spreadsheets. By integrating OAK into your workflow, you can achieve a new level of confidence in your financial analysis and decision-making processes.

What is Finmark?

Data automation empowers you to optimize your time while enabling a comprehensive analysis of your entire business operations. By converting insights into actionable decisions, you can confidently make forecasts that drive growth. Hundreds of companies, including BILL, leverage Finmark to enhance the speed and quality of their financial decision-making processes. Finmark simplifies financial planning, drastically reducing the time spent on data entry. With the strategic insights provided by Finmark, you can make informed decisions that foster growth and innovation. Say farewell to the chaos of version control and the difficulty of compiling data from various teams. Finmark serves as a centralized hub for real-time information, facilitating the sharing and management of your financial plans with both internal teams and external partners. Collaboration becomes effortless, allowing you to collect feedback and address specific user needs while safeguarding sensitive information. Furthermore, Finmark integrates effortlessly with your entire tech stack, ensuring that your actuals are automatically reconciled. Notable integrations include popular accounting software like Quickbooks and Xero, as well as payment processors such as Stripe and payroll services like Gusto and ADP. This comprehensive approach not only streamlines operations but also enhances the accuracy of your financial management.

Media

Media

Integrations Supported

ADP DataCloud
Gusto
Microsoft Excel
QuickBooks Online
Stripe
Xero

Integrations Supported

ADP DataCloud
Gusto
Microsoft Excel
QuickBooks Online
Stripe
Xero

API Availability

Has API

API Availability

Has API

Pricing Information

$375.99 per year
Free Trial Offered?
Free Version

Pricing Information

$50 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Operis

Company Location

United Kingdom

Company Website

www.operis.com/excel-add-ins/

Company Facts

Organization Name

BILL

Date Founded

2006

Company Location

United States

Company Website

finmark.com

Categories and Features

Categories and Features

Budgeting

"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control

Sales Forecasting

Competitor Analysis
Correlation Analysis
Dashboard
Dynamic Modeling
Exception Reporting
Graphical Data Presentation
Modeling & Simulation
Performance Metrics
Sales Trend Analysis
Statistical Analysis

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