InSync MCP delivers data. InSync 365 puts it directly into your Excel models. A purpose-built Excel add-in for buyside analysts - currently built around InSync Prebuilt Models, with more to come.
Generate complete, institutional-grade financial models with a single ticker, then keep them live with one click.
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Already have access? InSync 365 Installation Guide & Setup Files
Nobody else combines decades of buyside modeling expertise with a live data infrastructure that pipes directly into your existing Excel workflow - no new tools, no new formats.
Works inside Microsoft Excel exactly where your team already operates. No context switching, no new platforms - just an add-in panel that plugs into your existing workflow from day one.
Generate a fully structured, interconnected financial model from a single ticker entry - pre-wired and ready for analyst assumptions.
Pull Actuals, InSync Consensus© estimates, and company Guidance directly into your model. One click keeps every value current - formatting, formulas, and structure preserved.
From model generation to quarterly maintenance - InSync 365 handles the mechanical work so analysts can focus on conviction.
Type a ticker. Get a complete, pre-structured financial workbook ready for analyst assumptions - in seconds, not hours. Currently built around InSync Prebuilt Models.
After earnings, one click fetches the latest Actuals and writes precise updates back into Excel - formatting, fonts, and formulas preserved throughout.
Refresh all model values in a single action - Actuals, InSync Consensus©, and Guidance figures. Cells with unavailable data are flagged in pink. All number formatting is preserved throughout.
When new fiscal periods are added, formulas are automatically offset-translated. Annual formulas shift correctly when quarters are inserted. Cells only update if they truly need to - no overwriting of valid analyst inputs.
Extends fiscal periods automatically - smart spacers, consistent column widths, and "E" tags for estimates, all maintained across sheets.
InSync 365 is not a simple data dump into Excel. Behind each action, data is fetched, validated, and written back to your workbook with surgical precision - preserving formatting, formulas, and analyst inputs at every step.
Secure authentication via AWS Cognito OAuth means sessions persist across reloads with no re-login friction. Every update is validated before it touches the workbook, so your model structure is never compromised.
Every buyside team knows the pain: earnings drops, the analyst scrambles to update the model, copy-paste errors creep in, formulas break. InSync 365 eliminates that entirely.
| Dimension | Manual Updates | InSync 365 |
|---|---|---|
| Model Generation | ✕Days of analyst time per name | ✓Complete, interconnected model from a single ticker entry |
| Quarter Updates | ✕Manual copy-paste, prone to formula errors | ✓Automated column insertion with full formatting preservation |
| Data Sources | ✕One source, manually pulled | ✓Actuals, InSync Consensus© & Guidance - all refreshed in one click |
| Formula Integrity | ✕Breaks when inserting new periods | ✓Auto-translated with correct offsets, analyst inputs never overwritten |
| Period Management | ✕Manual column widths and spacer insertion | ✓Smart spacers, consistent widths, E-tag management across all sheets |
| Missing Data | ✕Silent blanks - easy to miss | ✓Pink-flagged cells highlight unavailable values instantly |
Key reasons why fundamental teams choose InSync 365 over any alternative.
No new tool adoption curve. InSync 365 appears as a native Excel panel. Analysts keep their existing model workflows and just get dramatically faster at everything mechanical.
The generated model is a real, formula-interconnected workbook built on InSync Prebuilt Models. All sheets update in sync - period changes in one sheet flow automatically across the rest.
InSync 365 handles the quarter-update in a single workflow - it knows which cells are hardcoded, which are formulas, and copies styles correctly from the prior period. No manual work required.
InSync 365 is backed by a robust data platform purpose-built for financial data at scale - so your models always get accurate, up-to-date values without you ever touching a database.
InSync 365 eliminates the mechanical grind - data entry, formula repair, period insertion - so your team can spend every minute on what actually drives alpha: assumptions, scenarios, and investment conviction.
See how InSync 365 can give your investment team an operational edge -
institutional model quality, live data, inside the Excel you already use.
Everything you need to get up and running with InSync 365. Guides, answers to common questions, and direct access to our team.
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