---
description: ¿Qué piensan los usuarios de Invest for Excel? Lee las reseñas y opiniones verificadas, descubre sus características y el nivel de usabilidad, consulta los precios y conoce las ventajas y desventajas de Invest for Excel gracias a Capterra Chile.
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title: Invest for Excel - Opiniones, precios y características - Capterra Chile 2026
---

Breadcrumb: [Inicio](/) > [Programas para hacer presupuestos](/directory/10003/budgeting/software) > [Invest for Excel](/software/105931/invest-for-excel)

# Invest for Excel

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> Software para análisis de inversión de capital, elaboración de modelos financieros y valoración. Más de 1600 organizaciones en 53 países usan Invest for Excel®.
> 
> Veredicto: 16 usuarios lo han valorado con **4.4/5**. De los mejores valorados en **Probabilidad de recomendación**.

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## Vista rápida

### ¿Quién usa Invest for Excel?

El software permite a las organizaciones realizar el análisis de rentabilidad de la inversión, el modelado financiero y la valoración dos veces más rápido, proporcionando cálculos sin errores y asegurando el mejor rendimiento del capital.

## Estadísticas y valoraciones rápidas

| Métrica | Calificación | Detalles |
| **En general** | **4.4/5** | 16 Opiniones |
| Facilidad de uso | 4.1/5 | Basado en las opiniones generales |
| Asistencia al cliente | 4.2/5 | Basado en las opiniones generales |
| Relación calidad-precio | 4.3/5 | Basado en las opiniones generales |
| Funciones | 4.3/5 | Basado en las opiniones generales |
| Porcentaje de recomendaciones | 90% | (9/10 Probabilidad de recomendación) |

## Sobre el proveedor

- **Empresa**: DataPartner Software
- **Constitución**: 1987

## Contexto comercial

- **Precio inicial**: EUR 437,50
- **Modelo de precios**:  (Prueba gratis)
- **Público objetivo**: Trabajador autónomo, 2-10, 11-50, 51-200, 201-500, 501-1.000, 1.001-5.000, 5.001-10.000, 10.000+
- **Despliegue y plataformas**: Cloud, SaaS, Web, Windows (desktop)
- **Países disponibles**: Finlandia

## Funciones

- Asset Lifecycle Management
- Balance contable y cuadro de resultados
- Declaración de ganancias/pérdidas
- Gestión de tesorería
- Multidepartamento/proyecto
- Planificación estratégica

## Integraciones (en total: 2)

- Microsoft Excel
- Microsoft SharePoint

## Opciones de asistencia

- E-mail/Help Desk
- Preguntas frecuentes/foro
- Base de conocimientos
- Asistencia telefónica
- Chat

## Categoría

- [Programas para hacer presupuestos](https://www.capterra.cl/directory/10003/budgeting/software)

## Alternativas

1. [QuickBooks Online](https://www.capterra.cl/software/141374/quickbooks-online) — 4.3/5 (8393 reviews)
2. [Xero](https://www.capterra.cl/software/169561/xero) — 4.4/5 (3273 reviews)
3. [Datarails](https://www.capterra.cl/software/177451/datarails) — 4.7/5 (188 reviews)
4. [QuickBooks Online Advanced](https://www.capterra.cl/software/189398/quickbooks-online) — 4.4/5 (1037 reviews)
5. [Budgyt](https://www.capterra.cl/software/152905/budgyt) — 4.9/5 (68 reviews)

## Opiniones

### "the best software for financial analysis" — 5.0/5

> **Andrzej** | *9 de abril de 2018* | Valoración de la recomendación: 10.0/10
> 
> **Puntos a favor**: Ease of use. Professional reports. Speed in the analysis. Many languages. Easy to do analytical and projection charts.
> 
> **Puntos en contra**: 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.

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### "Introducing Excel Based for Analysis Effective" — 4.0/5

> **Zulma** | *6 de noviembre de 2024* | Servicios financieros | Valoración de la recomendación: 9.0/10
> 
> **Puntos a favor**: 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.
> 
> **Puntos en contra**: - 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.

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### "Good tool, for some basic calculations. Goes good with investments presented on SmartMoneyMatch" — 3.0/5

> **Mary** | *25 de julio de 2021* | Mercados de capitales | Valoración de la recomendación: 3.0/10
> 
> **Puntos a favor**: Good tool, for some basic calculations. Goes good with investments presented on SmartMoneyMatch
> 
> **Puntos en contra**: Should have an API with SmartMoneyMatch

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### "Lots of functionality, but also possible to use in a simple way" — 4.0/5

> **Ville** | *5 de abril de 2018*
> 
> **Puntos a favor**: 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.
> 
> **Puntos en contra**: 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.

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### "the software requires the acquisition of industry knowledge


high price vs paid training" — 4.0/5

> **Usuario verificado** | *25 de junio de 2018* | Internet
> 
> **Puntos a favor**: 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
> 
> **Puntos en contra**: 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

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