Acumatica

This Excel Office Add-In is designed for Acumatica users who need real-time access to General Ledger (GL) data directly within Excel. It benefits finance professionals, accountants, and analysts by streamlining financial reporting and analysis workflows. The add-in connects securely to an Acumatica environment using user credentials and tenant information, and provides powerful Excel User Defined Functions (UDFs) for retrieving and manipulating GL data, including Chart of Accounts, account names, balances by date, and turnovers over a date range with debit/credit filtering. Built using Office JavaScript APIs and a .NET 9 backend, the solution integrates with Acumatica via REST API and dynamically populates Excel spreadsheets with accurate, up-to-date financial information.