EDI Finance / Product / Excel

EDI Finance for Excel

Pull EDI Finance data into a cell with a formula — no copy-paste, no macros.

Example

=EDI.VALUE("AAPL-US", "MARKET_CAP")

A number in the cell means you're connected.

EDI Finance ribbon tab in Excel

Getting set up

Your own Excel

Home → Add-ins → My Add-ins → Upload My Add-in, then select the EDI Finance manifest.

Your whole company

Your Microsoft 365 admin uploads the manifest once under Settings → Integrated apps, and it appears for everyone assigned.

Connect your account

Open the EDI ribbon tab → Setup, and paste your EDI Finance API key.

Full install guide

Keep your model. Stop pasting into it.