Analyse U.S. companies  financial performance
at scale - fast and easy










Find and extract data from thousands of
SEC financial reports with one easy to use Excel tool.

Discover how our LENSELL® FOR EXCEL add-in can save you time, effort and money!

Request a trial add-in version - it's free.
No payment details required. Free technical support.

Are you tired of looking for financial statements data?

Are you worried that you'll miss on investment opportunities?

Do you feel that data extraction takes too much of your time?

If you've answered YES to any of the above, we can help!

Currently, annual financial reports around the world are on average 204 pages long!

Finding and reading through company financial statements like that for the data you want to analyse can take hours (or even days!). Now, you can dramatically reduce the time and effort involved with our simple and affordable Excel tool.

LENSELL® FOR EXCEL is a powerful Excel Add-in with inbuilt functions that lets you query the latest financial reports from thousands of U.S. companies as soon as they’re submitted to SEC. It is as simple as: 

Once installed, you can pull this data directly into your Excel spreadsheet and model it exactly how you want with the click of a button. The add-in also has several built in ratios to help you speed up your work.

SO, WHAT'S ON OFFER?

  • Detailed financial reports data from over 9000 US companies reporting to SEC including FPI (foreign private issuers)
  • ​ALL 10-K (annual reports), 10-Q (quarterly reports) and 20-F (annual reports FPI)
  • Latest reports and historical for more than 10 years
  • Over 4 million data points available for your fundamentals analysis

BEAT THE COMPETITION WITH TIMELY INSIGHTS!

Take advantage of LENSELL® FOR EXCEL add-in to:

  • Make quicker investment decisions by retrieving in-depth financial data as soon as it’s reported.
  • Red​uce the time and effort required to analyse financial data by pulling in data from thousands of company reports in minutes, not hours. 
  • Reduce potential errors by eliminating the need to manually extract data from PDFs or websites.
  • ​Reduce the cost of accessing the data, to less than $1 per company per month.

 VERY EASY TO USE FUNCTIONS

CUSTOM JAVASCRIPT / HTML

Standardised and as-reported data so you can 
speed up data access



Pre-calculated financial ratios, so you can
save time and focus on insights

CUSTOM JAVASCRIPT / HTML
CUSTOM JAVASCRIPT / HTML

Powerful generic function so you can
get detailed data for your analysis

"Time is critical for us. With LENSELL we can get data in minutes and be the first to market. I used to do so much manual data extraction...hours, really!
It's so refreshing to be able to move fast! "
Emilia M.
Research Analyst - Sell Side, Investment Bank

OUR PRICING 

trial
$AUD
  0
30 days FREE
  • 5 companies
  • 5000 data points 
  • Standardised values
  • Financial ratios
  • No credit card required
  • Free for 30 days
  • Free technical support
BASIC
$AUD
  19
Monthly subscription
  • 20 companies
  • + UNLIMITED data points
  • Standardised values
  • + As-reported values
  • Financial Ratios
  • + 14 days FREE Trial
  • Cancel anytime
  • Free technical support
plus
$AUD
  49
Monthly subscription
  • 50 companies
  • UNLIMITED data points
  • Standardised values
  • As-reported values
  • Financial Ratios
  • 14 days FREE Trial
  • Cancel anytime
  • + PRIORITY free technical support
pro
$AUD
  99
Monthly subscription
  • UNLIMITED companies
  • UNLIMITED data points
  • Standardised values
  • As-reported values
  • Financial Ratios
  • 14 days FREE Trial
  • Cancel anytime
  • PRIORITY free technical support

Frequently Asked Questions

What do I get when I request my FREE 30 days trial version of LENSELL® FOR EXCEL Add-in?
After we receive your request we will send you the addin file, your account details and instructions how to install it and retrieve financial data. With the free version you can query data for up to 5 U.S. companies, with a total of up to 5000 data points during the 30 days period. 
After 30 days, or if you need more querying power you’ll need to upgrade to one of the paid versions. We offer the Basic, Plus and Pro options.

What do I get when I subscribe to a paid plan?
You’ll receive an email with the add-in and instructions how to install it and retrieve financial data. 
The limits specific to your plan will be specified in the email. Once you hit those limits you are welcome to wait for a new subscription cycle or to upgrade your plan.
For all paid plans, you start on a free 14 days trial of the plan. You get all functionality applicable for your plan from the beginning, so you have two weeks to decide if the plan suits you. 

How quickly can I start using the LENSELL® FOR EXCEL Add-in?
You will receive the Excel Add-in, account details and the installation guide in less than 24 hours.

What is a data point?
A data point is each piece of financial information that you request and extract into your Excel spreadsheet using the functions built in the add-in. For example, "Revenue", "Net Profit","Gross Profit" etc.
Each request for a data point gets counted towards your plan limit, even if you requested the same data point at a previous time during the same month. That is because we do not keep track of which data points you query.

Note that every time when you save your your Excel spreadsheet, all functions that are in that spreadsheet will be refreshed (i.e. the latest values for the data points will be requested again from the database) and they will be counted towards your plan limit. We suggest that you keep a separate spreadsheet where you perform the data querying and another file where you have your final financial model.

What are the standardised values?
All plans come with a number of functions that help you retrieve the data points in a consistent manner, no matter how they were reported to SEC by the company. For example, GetRevenue will return the total amount of revenue reported by the company, for the financial year and financial period selected, no matter if the company reported that value as "Revenue", "Revenues", "Sales", "Sales Volume" etc. 

A list of available functions and ratios is included in the 'Installation and Use Guide' that will be emailed to you with the add-in.

What are the financial ratios?
The paid plans (Basic, Plus and Pro) come with 18 financial ratios that help you fast track your analysis. For example GrossProfitMargin, ReturnOnAssets, ReturnOnEquity, Cash Ratio and many others.

A list of available functions and ratios is included in the 'Installation and Use Guide' that will be emailed to you with the add-in.

What are the as-reported values?
The paid plans include a generic function that you can use to get any of the millions of financial statements line items reported by companies to SEC in US during the past 10 years. The data points will be returned as reported by the company, without any standardisation of the output.

This is extremely powerful when you want to do more complex or more detailed financial analysis where you need very specific data points. However, it requires you to know the name of the fields that you want to extract, from the GAAP taxonomy. We can provide a list of the 250 most often queried U.S. financial statements fields. Please contact us and enquire.

What version of Excel do I need to ensure the LENSELL® FOR EXCEL Add-in works? Are there any other system requirements?
At this stage the add-in is only available for Windows installations, and it works with any Excel version from 2007 onwards. 

What support is available?
All plans, including the free Trial one, come with free technical support. 

Troubleshooting advice is provided in the documentation and we are always here to help. Email us with a description of the problem (include screenshots if you have) and we will get back to you in 2 business days.

Plus and Pro plans have priority technical support (1 business day).

Can I cancel my subscription if I change my mind?
Certainly, you can cancel your subscription anytime by contacting us at info@xbrl-advance.com. 

If you have not used any of the plan data points allowance during the month, the full fees paid in advance will be refunded. If you have used some of the data points, the refund will be prorated.

LENSELL® is brought to you by XBRL experts, XBRL Advance

We are specialists in digital business reporting and data analytics for financial services. We enable companies, investors, analysts, auditors, academics and many others share, discover and strategise with financial and non-financial corporate performance data and insights.
We are a member of XBRL US and XBRL International, and a proud supporter of TCFD.

Join the many analysts and investors around the world who enjoy the financial and strategic advantages of digital financial data.


Request a trial add-in version - it's free.
No payment details required. Free technical support.
If you’d prefer to speak to a real person first, call us on +61 458 463 097.
LENSELL®
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Any information on this website does not take into account your objectives, financial situation or needs. 
XBRL Advance accepts no responsibility for any claim, loss or damage as a result of using the Excel add-in or other information on this website. The content is provided "as is" for information purposes only, it should not be considered financial advice nor solely relied upon for making any trading decisions. 
For personal financial advice please speak to your financial adviser.