Excel Add-in

Sharing data between your Caselle financial applications and an Excel spreadsheet is simple with the help of the miExcel add-in. This tool is a time-saving must for any organization that needs an efficient way to share financial data between Caselle and Excel without having to manually enter the information in each.

 
Seamlessly view and import date between your Caselle financial software and Excel. Instead of manually transferring budget information or other entries from your spreadsheet to Caselle, simply import the Excel spreadsheets directly into Caselle. Set up customized parameters for importing spreadsheet information so you import only the data you need. You can also query live data from Caselle in Excel to ensure you are working with the most current information

Features and Benefits

Benefits

  • Provides a direct connection between Excel and Caselle financial software
  • Create data graphs to present to your board or council

Efficient

  • Eliminates the need for multiple data entries
  • Delivers real-time numbers to an Excel spreadsheet
  • Drill into General Ledger account details
  • Intuitive and easy to learn

Flexible

  • Allows unlimited users
  • Establish custom spreadsheets to view only the data you want
  • Give specific users permissions to import transactions
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