--- description: Detaillierte Informationen über Invest for Excel zu Benutzerfreundlichkeit, Funktionen, Kosten, Vor- und Nachteilen aus verifizierten Nutzer-Erfahrungen. Lies Ratings & Bewertungen und entdecke ähnliche Tools dank Capterra Schweiz. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: Invest for Excel Kosten, Erfahrungen & Bewertungen - Capterra Schweiz 2026 --- Breadcrumb: [Startseite](/) > [Budgeting Software](/directory/10003/budgeting/software) > [Invest for Excel](/software/105931/invest-for-excel) # Invest for Excel Canonical: https://www.capterra.ch/software/105931/invest-for-excel Seite: 1 / 2\ Weiter: [Nächste Seite](https://www.capterra.ch/software/105931/invest-for-excel?page=2) > Software für Kapitalanlage-Analyse, Modellierung und Bewertung. Mehr als 1.600 Organisationen in 52 Ländern verwenden Invest for Excel® > > Bewertung: **4.4/5** von 16 Nutzern. Top bewertet für **Weiterempfehlungsquote**. ----- ## Übersicht ### Wer verwendet Invest for Excel? Die Software ermöglicht es Unternehmen, Investitions-Wirtschaftlichkeitsanalyse, Modellierung und Bewertung doppelt so schnell auszuführen, indem fehlerfreie Berechnungen bereitgestellt und die beste Kapitalrendite sichergestellt wird ## Kurzstatistiken und Ratings | Metrik | Bewertung | Detail | | **Gesamt** | **4.4/5** | 16 Nutzerbewertungen | | Bedienkomfort | 4.1/5 | Auf Basis der Gesamtbewertungen | | Kundenbetreuung | 4.2/5 | Auf Basis der Gesamtbewertungen | | Preis-Leistungs-Verhältnis | 4.3/5 | Auf Basis der Gesamtbewertungen | | Funktionen | 4.3/5 | Auf Basis der Gesamtbewertungen | | Empfehlungsprozentsatz | 90% | (9/10 Weiterempfehlungsquote) | ## Über den Anbieter - **Unternehmen**: DataPartner Software - **Gegründet**: 1987 ## Gewerblicher Kontext - **Startpreis**: EUR 437.50 - **Preismodell**: (Gratis Testen) - **Zielgruppe**: Selbstständig, 2–10, 11–50, 51–200, 201–500, 501–1'000, 1'001–5'000, 5'001–10'000, 10'000+ - **Bereitstellungen und Plattformen**: Cloud, SaaS, webbasiert, Windows (Desktop) - **Verfügbare Länder**: Finnland ## Funktionen - Asset Lifecycle Management - Cash Management - Einkommen & Bilanz - Gewinn-und Verlustrechnung - Mehrere Abteilungen / Projekte - Strategische Planung ## Integrationen (2 insgesamt) - Microsoft Excel - Microsoft SharePoint ## Optionen für Kundensupport - E-Mail/Helpdesk - FAQ/Forum - Wissensdatenbank - Telefon-Support - Chat ## Category - [Budgeting Software](https://www.capterra.ch/directory/10003/budgeting/software) ## Alternativen 1. [QuickBooks Online](https://www.capterra.ch/software/141374/quickbooks-online) — 4.3/5 (8393 reviews) 2. [Xero](https://www.capterra.ch/software/169561/xero) — 4.4/5 (3273 reviews) 3. [Datarails](https://www.capterra.ch/software/177451/datarails) — 4.7/5 (188 reviews) 4. [QuickBooks Online Advanced](https://www.capterra.ch/software/189398/quickbooks-online) — 4.4/5 (1037 reviews) 5. [Budgyt](https://www.capterra.ch/software/152905/budgyt) — 4.9/5 (68 reviews) ## Nutzerbewertungen ### "the best software for financial analysis" — 5.0/5 > **Andrzej** | *9. April 2018* | Empfehlungsbewertung: 10.0/10 > > **Vorteile**: Ease of use. Professional reports. Speed in the analysis. Many languages. Easy to do analytical and projection charts. > > **Nachteile**: The program could add more profitability indicators - NPVR, MNPV, MPI and an additional report with calculated break-even points and safety margins. > > No errors in the calculation. Quick financial analysis. Professional reports. ----- ### "Introducing Excel Based for Analysis Effective" — 4.0/5 > **Zulma** | *6. November 2024* | Finanzdienstleistungen | Empfehlungsbewertung: 9.0/10 > > **Vorteile**: A lot of the modeling capabilities in Invest for Excel are advanced; it really distinguishes itself in how credit risk analysts can create complex, multiple variable economic scenarios with greater detail than ever before. While the software is integrated with Excel, so much of which is familiar, it also provides specialized financial analysis tools. > > **Nachteile**: - Few options for building templates for reports - Streamlining integration with external data sources could be easier -The real time collaboration needs enhancement. > > Working with Invest for Excel has greatly improved our ability to perform credit risk analysis for ICBC. The software’s powerful calculation engine easily bites off the toughest financial models and the intuitive interface helps users adjust variables instantly to see results. Our selection of Invest for Excel was primarily due to its outstanding integration with existing Excel based financial models, as well as its corporate financial analysis emphasis. With the ability to perform complex scenario analysis in an easy-to-handle, familiar Excel format, the software was a natural choice for our credit risk department. ----- ### "Good tool, for some basic calculations. Goes good with investments presented on SmartMoneyMatch" — 3.0/5 > **Mary** | *25. Juli 2021* | Kapitalmärkte | Empfehlungsbewertung: 3.0/10 > > **Vorteile**: Good tool, for some basic calculations. Goes good with investments presented on SmartMoneyMatch > > **Nachteile**: Should have an API with SmartMoneyMatch ----- ### "Lots of functionality, but also possible to use in a simple way" — 4.0/5 > **Ville** | *5. April 2018* > > **Vorteile**: Easy to make investment calculations and cash flow analysis. There are lots of different functionalities in the software, but it can also be used in a straightforward simple way; when needed more details the whole P\&L and BS can be simulated. > > **Nachteile**: At first the layout seems quite messy, and needs some time to get familiar with. Some limitations e.g. with selecting the detailed calculation point. ----- ### "the software requires the acquisition of industry knowledge high price vs paid training" — 4.0/5 > **Verifizierter Rezensent** | *25. Juni 2018* | Internet > > **Vorteile**: flexibility connection of new own sheets the possibility of entering very detailed data preparation of the financial forecast is very fast the investment profitability analysis is very fast investment profitability analysis very detailed - if you need one > > **Nachteile**: hard to say , software is verry flexibility if you are a user, you must have extensive knowledge, the software is not for users with a medium level of knowledge in finance ----- Seite: 1 / 2\ Weiter: [Nächste Seite](https://www.capterra.ch/software/105931/invest-for-excel?page=2) ## Links - [Auf Capterra anzeigen](https://www.capterra.ch/software/105931/invest-for-excel) ## Diese Seite ist in den folgenden Sprachen verfügbar | Sprache | URL | | de | | | de-AT | | | de-CH | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-IL | | | en-IN | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-AR | | | es-CL | | | es-CO | | | es-CR | | | es-DO | | | es-EC | | | es-MX | | | es-PA | | | es-PE | | | fr | | | fr-BE | | | fr-CA | | | fr-LU | | | it | | | nl | | | nl-BE | | | pt | | | pt-PT | | ----- ## Strukturierte Daten