SAVE TIME. YOUR TIME.


FINANCIAL STATEMENTS DATA IN EXCEL


EXCEL ADD-IN
ALL US REPORTING COMPANIES
FAST, EASY, AFFORDABLE

FREE TRIAL

Discover how our LENSELL® FOR EXCEL add-in can save you time and effort in analysing company financial data.


Request a trial add-in version - it's free.
No payment details required. Free technical support.
Did you know that annual financial reports are an average of 204 pages long?

Finding and picking through company financial statements like that for the data you want to analyse can take hours (or even days!) 
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.

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.

Retrieve all the text and numerical data points in 10-K/Q Disclosures for over 9000 US listed and unlisted companies reporting digitally to SEC (Securities and Exchange Commission) during the past 10 years. 
With yearly and quarterly reports, that makes it over 4 million data points that can be accessed in a few clicks.


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

  • reduce 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 re-key data into your analysis models.
  • make quicker investment decisions by retrieving in-depth financial data as soon as it’s reported.
  • meet sustainability goals by reducing the need to print out reports
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Specialised functions for fast data extraction and analysis



Financial ratios to save time and focus on insights

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Powerful generic function for more detailed analyses

"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
free
$USD
  0
One month free
  • Up to 5 companies
  • 5000 data points / month
  • Over 40 specialised functions
  • 18 financial ratios
  • No credit card required
  • Free for 30 days
  • Free technical support
BASIC
$USD
  27
Monthly subscription
  • Up to 25 companies
  • 25000 data points / month
  • Powerful Generic Function
  • Over 40 specialised functions
  • 18 financial ratios
  • 14 days FREE Trial
  • Cancel anytime
  • Free technical support
plus
$USD
  47
Monthly subscription
  • Up to 50 companies
  • 50000 data points / month
  • Powerful Generic Function
  • Over 40 specialised functions 
  • 18 financial ratios
  • 14 days FREE Trial
  • Cancel anytime
  • Priority free technical support
pro
$USD
  97
Monthly subscription
  • UNLIMITED companies
  • UNLIMITED data points / month
  • Powerful Generic Function
  • Over 40 specialised functions 
  • 18 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?
You’ll receive an email with the add-in and instructions how to install it and retrieve financial data. You can query data for up to 5 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 - choose the one that suits you best.

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 can download and install the Excel Add-in and start pulling company financial data into your spreadsheet in less than 10 minutes.

What is a data point?
A data point is each piece of financial information reported by the company to SEC. For example, "Revenue", "Net Profit","Gross Profit" etc.

Each request for a data point using one of the functions 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 each time.

Note that each time when you refresh your Excel spreadsheet, the latest data points will be requested again from the database and they will count towards your plan limit.

What are the specialised functions?
We do the standardisation work for you and all plans come with a number of specialised functions that help you retrieve standardised data points. 
For example, GetRevenue will return the revenue for the company selected, financial year and financial period, no matter if the company reported it as a "Sales" field or "Revenues" field on the original report to SEC.

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

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

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

What is the Powerful Generic Function?
The Plus and Pro plans include a generic function that you can use to get any of the millions of financial statements line items - as reported  by listed companies to SEC in US during the past 10 years.

This is extremely powerful when you want to do more complex or more detailed financial analysis, however it requires you to know the name of that special field you want to find and extract. A list of over 250 statement fields with their names and descriptions can be added to your paid subscription - just contact us and ask.

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 and we will get back to you in no more than 2 business days.

Plus and Pro plans have priority free 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 your local specialist in data and information management for financial services. We help companies, investors, analysts, auditors, academics and many others make the most of the financial and non-financial digital corporate performance data.
We are a member of XBRL US and XBRL International.

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.
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