What DataPartner does

DataPartner Oy is a privately held Finnish software company founded in 1987 in Porvoo, Finland, that develops and sells Invest for Excel®, a Microsoft Excel add-in dedicated to capital budgeting, investment appraisal, financial modeling, and business valuation. The product ships in four editions (Lite, Standard, Pro, Enterprise) and provides pre-built interlinked financial statements (income statement, balance sheet, cash flow), 26 financial ratios grouped across liquidity, turnover, profitability, business risk, financial risk, and stability, plus profitability analytics including NPV, IRR, MIRR, Payback, RONA, EVA, and DCVA, with sensitivity (tornado/spider), scenario comparison, and portfolio consolidation. Recent versions added a Data Extract function (v4.2, Feb 2025) that connects to Microsoft Power BI and a centralized parameters system (v4.3, Jan 2026) for organization-wide assumption management. DataPartner claims 2,000+ customer organizations across 65 countries and 10 languages, with named enterprise users including Mercedes-Benz, Neste, Rolls-Royce, Stora Enso, SSAB, KGHM, Outokumpu, Cemex, ENOC, Kemira, and Family Dollar Stores, alongside academic adoption at Aalto University, Hanken School of Economics, and Laurea.

Revenue is generated through named-user software licenses with annual maintenance subscriptions (auto-renewing, includes software updates, one complimentary training per user per year, and support), consulting services (DCF feasibility studies, valuations, IFRS/IAS 36 work, capital-budgeting process reviews, express delivery available), paid workshops (EUR 355 online, EUR 710 in-person, free for maintenance customers), and industry-specific templates (currently electric distribution companies in Sweden and Finland). The company distributes through a direct sales operation in Finland and the USA, an e-commerce storefront powered by Stripe, and an international partner network of 15+ resellers, consultants, and training providers across Europe, the Caucasus, Africa, and North America; it is a Silver Microsoft Partner. On June 5, 2026 DataPartner joined Talgraf Group, the Finnish owner of Accuna BI and StatBun, becoming a subsidiary that retains its brand, products, and customer contracts. The core team is approximately 15 people, the company has held the Asiakastieto "Strongest in Finland – Platinum" rating for 20 consecutive years (2007–2026), and DataPartner self-positions as the #1 capital-budgeting software developer in Northern Europe.

Name

DataPartner

Legal name

DataPartner Oy

Website

https://datapartner.fi

Company type

Private

Founded year

1987

Operating status

Operating

Headcount range

1–10 employees

Short description

DataPartner Oy (Porvoo, Finland, est. 1987) develops Invest for Excel®, a Microsoft Excel add-in for capital budgeting, investment appraisal, and valuation, serving 2,000+ enterprise and academic customers across 65 countries via named-user licensing, consulting, training, and a 15+ country partner network; it joined Talgraf Group in June 2026.

Ownership category

akta.pro rank

Headquarters

HQ city

Porvoo

HQ country

Finland

HQ region

Europe

Offices3 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations

Revenue model

1. Software Licenses and Maintenance: Named-user licenses for Invest for Excel with annual maintenance/subscription fees. License grants non-exclusive, non-transferable rights to use the software. Installation on up to 2 devices per named user. Maintenance includes software updates, one free training per user per year, and support (phone, email, online chat). Automatic renewal unless terminated one month before agreement end.
2. Consulting Services: On-demand financial appraisals, feasibility studies using DCF methodology, company valuations, investment calculations, and customized financial models. Express delivery available, sometimes same day or under 24 hours. Provided in 10 languages. Also includes investment process reviews and capital budgeting process consulting.
3. Training and Workshops: Workshop training programs including business planning, IFRS valuation, M&A valuation, advanced capital budgeting, and financial modeling for investment appraisals. Online workshops at 355 EUR/person, live workshops at 710 EUR/person. Free for customers with active maintenance agreement.
4. Industry-Specific Templates: Ready-to-use industry-specific templates for electric distribution companies in Sweden and Finland, incorporating latest legislation.

Pricing tiers

Go-to-market motion3 records

Distribution channels5 records

Marketing channels7 records

Core offering

DataPartner develops and sells Invest for Excel®, a Microsoft Excel add-in for capital budgeting, investment appraisal, financial modeling, and business valuation. The software provides pre-built templates, formulas, and analytics for NPV, IRR, MIRR, DCF, sensitivity, and scenario analyses. It serves enterprises globally and is complemented by consulting services, training workshops, and industry-specific financial models.

Product overview

DataPartner offers Invest for Excel®, a unified financial modeling software suite delivered as a Microsoft Excel add-in for capital budgeting, investment appraisal, and business valuation. The software comes in four editions (Lite, Standard, Pro, Enterprise) that progressively add features from basic investment calculations to advanced capabilities like Data Extract for Power BI integration. Beyond the core software, DataPartner provides complementary consulting services for on-demand financial appraisals, capital budgeting process optimization, and industry-specific templates (electric distribution). Training is delivered through instructor-led workshops covering financial modeling, valuation, and advanced capital budgeting techniques, with complimentary attendance included in the maintenance agreement. The company operates globally through an international partner network across 65 countries.

Differentiator

Problem solved

Functional benefit

Brands

• Invest for Excel: The company's flagship software product for capital budgeting, financial modeling, and valuation. It is an add-in for Microsoft Excel that provides pre-built models, formulas, analytics and functions for investment analysis.

Products and services

• Invest for Excel® A Microsoft Excel add-in (also available as a web application) used by finance professionals, controllers, analysts, and project managers for capital budgeting, investment appraisal, DCF valuation, NPV/IRR/MIRR calculations, and scenario/sensitivity analysis. Distributed via editions (Standard, Enterprise, Network) with licensing for individual, site, and enterprise-wide use.
• Consulting Services Professional services including feasibility studies, business case development, financial modeling, valuation analysis, due diligence support, and project finance consulting. Targeted at corporate finance teams and project stakeholders needing expert guidance on capital investment decisions.
• Training & Workshops Public and in-house training courses, workshops, and webinars covering the use of Invest for Excel® and capital budgeting/investment appraisal methodologies. Designed for finance professionals, controllers, and analysts at client organizations.
• Industry-Specific Financial Models Pre-configured financial models and templates tailored for specific industries (e.g., energy, manufacturing, mining, real estate, infrastructure, forest industry). Designed for industry analysts and corporate finance teams to accelerate industry-specific investment appraisal.
• Power BI Investment Analysis App A Microsoft Power BI application that integrates with Invest for Excel® to visualize, report, and dashboard investment analysis results. Targeted at finance teams and BI/analytics functions in enterprises that use Power BI for reporting.

Quantifiable outcome

• 50-80% reduction in time to construct financial appraisals
• +2 more outcomes

Named customers21 records

Segments6 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

AI capability4 records

Feature8 records

Partnerships

Seven partnerships are on record, tiered flagship, core and minor.

• Talgraf GroupflagshipStrategic or Co-development Partner · 5 June 2026DataPartner Oy joined Talgraf Group in June 2026. This significantly strengthens Talgraf's position as a leading provider of financial and business management software solutions, adding world-class investment decision-making and valuation capabilities. Talgraf develops Accuna BI software for financial reporting, budgeting, cash flow forecasting, and StatBun business platform. Customers of both companies continue receiving uninterrupted service with no changes to current software, support, or subscriptions.
• International Partner NetworkcoreChannel Partner/ Reseller/ DistributorNetwork of partners across 15+ countries providing software distribution, implementation, training, post-sales services, and customer support in B2B segment. Partners include CMP Consulting (Bulgaria), aplis.cz (Czech Republic), ap|finance solutions (Germany), Optimal Analys (Sweden), ShakeHands Software (Switzerland), Where to Start (UK), and DataPartner USA.
• MicrosoftcoreTechnology or IntegrationSilver Microsoft Partner. Invest for Excel is an add-in for Microsoft Excel and integrates with Microsoft Office 365 and SharePoint. Supported on Microsoft Excel 2010, 2013, 2016, 2019, 2021, 2024 and Microsoft 365 Desktop. Compatible with Windows 8.1, 10, and 11.
• Microsoft Power BIcoreTechnology or IntegrationData Extract function enables connection from Invest for Excel to Power BI Desktop (free) and Power BI Pro for advanced reporting. Allows creation of customized reports on investment portfolios, consolidation, and scenario comparison.
• SÜDPACKminorChannel Partner/ Reseller/ DistributorGerman packaging company selected Invest for Excel for investment planning, financial modeling, and valuation. Represents a customer acquisition through the partner network.
• LechlerminorChannel Partner/ Reseller/ DistributorEurope's no.1 in spray technology (Germany/USA) selected Invest for Excel for capital budgeting and high-quality investment processes.
• Where to StartminorImplementation/ SI/ Consulting PartnerUK-based management consultancy that co-delivers webinars with DataPartner on topics like OEE and financial modeling implementation.

Scale indicators6 records

Recent moves7 records

Expansion highlights6 records

Direct peers

• Macabacus: Macabacus is an Excel and PowerPoint add-in suite for finance professionals covering financial modeling, valuation, M&A, and sensitivity analysis. It is a direct peer to Invest for Excel in delivering specialized Excel-based finance tooling to enterprise users.
• Quantrix: Quantrix is a multi-dimensional financial modeling platform for budgeting, forecasting, and what-if analysis used by finance teams and consultants. Comparable to Invest for Excel as a specialized financial modeling environment.
• PlanGuru: PlanGuru is financial forecasting, budgeting, and valuation software aimed at SMBs, consultants, and advisors. Comparable to Invest for Excel in template-driven financial modeling for capital planning and consulting use cases.
• Vena Solutions: Vena Solutions is an Excel-native financial planning and analysis (FP&A) platform serving mid-market and enterprise finance teams. Comparable to Invest for Excel in its Excel-first design philosophy and budgeting/planning use cases.

Broad incumbents

• Board International: Board is a unified decision-making platform combining financial planning, budgeting, and analytics. Competes for capital budgeting and FP&A programs within mid-market and enterprise finance organizations.
• Anaplan: Anaplan is a connected planning platform covering financial planning, capital allocation, and operational planning. Targets similar enterprise CFO and finance buyers as DataPartner, often within bundled FP&A deals.
• Workday Adaptive Planning: Workday Adaptive Planning is the cloud-based financial planning and modeling component of Workday's broader HCM and financials suite. Competes for enterprise budgeting, forecasting, and capital planning spend.
• Prophix: Prophix is corporate performance management software offering financial consolidation, budgeting, and planning for mid-market and enterprise. Overlaps with Invest for Excel on financial planning and analysis use cases.
• CCH Tagetik (Wolters Kluwer): CCH Tagetik is Wolters Kluwer's enterprise performance management suite covering financial planning, consolidation, and analytics. Competes with Invest for Excel for capital budgeting and FP&A budgets at large enterprises.

Emerging players

• Cube Software: Cube is a modern Excel-native FP&A platform that bridges spreadsheets and cloud data warehouses. Comparable Excel-first positioning as a newer alternative to traditional capital budgeting and planning software targeting finance teams.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/datapartner
• Facebookfacebook.com/datapartner
• LinkedInlinkedin.com/company/datapartner-oy

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about DataPartner