Client
Scott’s Add-Ins – a subscription-based SaaS product that extends Microsoft Excel with live financial reporting for Xero and QuickBooks users.
Challenge
Accountants and financial analysts needed a faster, more flexible way to create customized reports directly in Excel without spending hours on manual exports, reconciliations, or workarounds. Traditional reporting tools often lacked:
- Live data sync with accounting systems
- Consolidation across multiple entities
- Ease of use inside Excel, where most finance teams already work
- Scalability for firms managing dozens of clients
The founder, Scott, envisioned a solution that combined accounting know-how with technical innovation.
Solution
Our team partnered with Scott’s Add-Ins to design, build, and launch a cloud-connected SaaS product that integrates seamlessly into Microsoft Excel via an Excel Add-On.
Key features delivered:
- Excel Add-In for Office 365 & Desktop – An easy-to-install add-in for Excel that allows users to query QuickBooks and Xero without leaving MS Excel.
- Custom Excel functions that accountants can query directly inside Excel. These functions return up-to-date and accurate financial data pulled live from QuickBooks Online or Xero. Examples include: Account Balances, Vendor Balances, Chart of Accounts, Customer Balances, and more!
- Multi-entity consolidation – roll up data across multiple organizations effortlessly. The Excel user can access multiple QuickBooks or Excel organizations within the same spreadsheet.
- Subscription & billing system – scalable pricing tiers (Basic and Pro) with organization-level access control.
Results
- Thousands of active, paying subscriptions worldwide, across North America, Europe, Asia, and beyond
- Time savings for accountants – reports that once took hours can now be updated in minutes with one click
- Scalability – supports accounting firms managing dozens of clients, without duplicating effort
- User growth – adoption across both Xero and QuickBooks ecosystems
- High customer satisfaction – finance professionals highlight its power and ease of use in reviews
Technology Stack
- Microsoft Excel Add-In Framework (Office.js)
- .NET Core & Azure backend for data processing
- Secure API integrations with Xero and QuickBooks Online
- Subscription management & billing integration
Why It Matters
Scott’s Add-Ins demonstrates how deep accounting expertise + modern SaaS development can transform day-to-day financial reporting. By keeping users in Excel—the tool they already know—we helped create a product that accountants actually love using. With thousands of global subscriptions and the ability to query custom Excel functions that always return live, accurate accounting data, the solution has scaled far beyond the founder’s initial vision and continues to empower finance teams worldwide.
What Our Clients Say About Us
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OmniSpear helped our company set up and configure, then migrate our websites onto new dedicated servers. They went above all expectations, working quickly and efficiently to accomplish this goal. During the whole process, every question or concern I had was addressed and answered with care and professionalism. I really cannot recommend OmniSpear enough.
Kat W.
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The best. OmniSpear provides the perfect blend of capabilities and cost consciousness. Big or small, they do it all. I've worked with them for decades and it has always been a great, consistent experience. My current project with them has involved UI, website, web app, multiplatform, and the full stack behind it all. From all aspects they really understand what it takes to make a project SUCCESSFUL and vest into it as concerned partners!
Scott A.
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Our business is centered around the application that OmniSpear built and on their ability to quickly respond when issues arise. OmniSpear has listened to the needs of our customer base and developed a user-friendly and reliable service that our customers use every single day, multiple times a day. When issues do arise, OmniSpear’s maintenance team is quick to respond and resolves the issue within hours.
Brian S.