Finton Add-In Help Page (en)
Getting Started
Finton Advisors is an Excel Add-in that lets you view financial statements directly in your spreadsheets. You can load balance sheets, profit & loss statements, and other accounting views — with optional monthly breakdowns, multi-entity consolidation, and year-over-year
comparison.
Opening the Add-in
Click the Finton button on the Home tab in the Excel ribbon. This opens the Finton task pane on the right side of your workbook.
Signing In
Enter your email address and password in the login form.
Click Sign In.
If your account has Multi-Factor Authentication (MFA) enabled, you will be prompted for a 6-digit code from your authenticator app
(e.g. Google Authenticator, Microsoft Authenticator, or Authy).Enter the code and click Verify.
To sign out, click the Sign Out button in the top-right corner of the task pane.
Loading a Financial Statement
After signing in, follow the numbered steps in the task pane. Each step is a collapsible card — click the card header to expand or collapse it.
Step 1 — Workspace
Select the workspace that contains your accounting data. A workspace represents your organization or client environment.
Step 2 — Entity
Select one or more entities. An entity represents a legal entity, branch, or business unit.
Select one entity for a standalone view.
Select multiple entities for a consolidated view.
Step 3 — View
Select an accounting view. Views define the structure of the financial statement (e.g. Balance Sheet, Profit & Loss).
Step 4 — Period
Select one or more fiscal years. Selecting multiple years places them side-by-side for comparison.
Step 5 — Sections (optional)
If the view has defined sections, you can select which ones to include. Leave this empty to include all sections.
Step 6 — Options
Configure how the statement is rendered:
Date Range: Filter monthly columns to a specific range (From / To month). Leave blank for all months.
Monthly breakdown: Include individual month columns in the output. Enabled by default.
Cumulative values: Show running totals instead of individual month values.
Include zero balances: Include accounts that have a zero balance.
Show accounts: Show detailed account rows beneath section totals. Enabled by default.
Load to Excel
Click Load to Excel to fetch the statement and render it into the active worksheet. A success message will confirm the number of rows and columns written.
You can load different statements into separate worksheets — just create a new sheet before clicking Load.
Ribbon Commands
The Finton Advisors group on the Home tab contains two buttons:
Finton: Opens the Finton task pane.
Refresh: Clears all cached data and recalculates every FINTON custom function on the worksheet. Use this to fetch fresh data from the server.
Custom Functions
Finton provides Excel functions under the FINTON namespace. These work like any other Excel formula — type them into a cell and press Enter.
Prerequisite: You must select a workspace in the task pane before custom functions will work.
=FINTON.ENTITIES()
Returns a table of all entities in the selected workspace.
=FINTON.ENTITIES()
Spills a table with columns ID and Name.
=FINTON.DATES()
Returns available fiscal years and their months. Output: Spills a table with columns Fiscal Year (e.g. 20250101-20251231) and Month (e.g. 2025-01).
=FINTON.ACCOUNTS(fiscal_year, entity_ids, [saldo_types])
Returns all account balances for the given fiscal year and entities.
=FINTON.ACCOUNTS("20250101-20251231", "2,15")
=FINTON.ACCOUNTS("20250101-20251231", "2", "base")
Spills a table with Account Number, Account Name, and one column per saldo type.
=FINTON.ACCOUNT(account_number, fiscal_year, entity_ids, [saldo_type])
Returns a single account balance.
=FINTON.ACCOUNT(1200, "20250101-20251231", "2") =FINTON.ACCOUNT(1200, "20250101-20251231", "2,15", "inverse_base")
A single number (the account balance).
Caching
Custom function results are cached for the duration of your Excel session. To force a refresh, click the Refresh button on the ribbon.
Workflow Examples
Load a Balance Sheet
Sign in and select your workspace.
Select entity saas_base.
Select the Balance Sheet view.
Select fiscal year 2025.
Keep default options (monthly breakdown and show accounts enabled).
Click Load to Excel.
Compare Two Fiscal Years
Select an entity and view.
Check both 2024 and 2025 in the Period step.
Click Load to Excel.
The statement will show columns for both years side by side.
Consolidate Multiple Entities
In the Entity step, check multiple entities.
Select a view, fiscal year, and options.
Click Load to Excel.
The statement reflects consolidated balances across all selected entities.
Build a Custom Report with Functions
Use FINTON functions in your own spreadsheet layout:
=FINTON.ENTITIES() → List all entities
=FINTON.DATES() → List fiscal years and months
=FINTON.ACCOUNTS("20250101-20251231", "2") → All account balances
=FINTON.ACCOUNT(1200, "20250101-20251231", "2") → Single account balance
Combine these with standard Excel formulas, pivot tables, or charts to build custom reports.
Troubleshooting
I see "No workspace selected" in a custom function: Open the Finton task pane and select a workspace in Step 1. Custom functions require an active workspace selection.
Custom functions show stale data: Click the Refresh button on the ribbon to clear the cache and recalculate all FINTON functions.
The add-in doesn't load or icons are missing:
Close Excel completely.
Delete the contents of
%LOCALAPPDATA%\Microsoft\Office\16.0\Wef\Resources.Restart Excel and reinstall the add-in.
"MFA setup is required" error: Your account requires MFA configuration. Contact your administrator to set up an authenticator app for your account.
Statement loading takes a long time: Large statements with many accounts, multiple fiscal years, and monthly breakdowns may take several seconds. A loading overlay is displayed while data is being fetched and rendered.
Session expired: After a period of inactivity, your session may expire. You will see the login screen — simply sign in again to continue.
Support
For help or questions, visit https://finton.ai.