Everything Navifia does
The finance team's toolkit — Sync, Collaborate, Audit, and Build. See Use cases for FP&A workflows.
Linked to Excel, not pasted
Excel Sync — Linked Shapes
Insert a chart, table, or range into the deck as a shape tagged with workbook path, sheet, and address — including OneDrive/SharePoint paths. Export as picture, EMF, SVG (Microsoft 365), editable chart, or editable table (conditional formatting carried into tables). Update replaces content while preserving on-slide size and position. Links survive the workbook moving — even to OneDrive/SharePoint — and rows or columns being inserted in the model. If the workbook is renamed, reopen it under the matching file name so links can refresh.
Excel Links
Dockable list of every linked shape, grouped by source workbook, with OK / Stale / Source missing status. Update one or many, Remove Link, Break Links (strip tags for distribution), and Make Independent when duplicate Link IDs would conflict.
Cell value as text beta
Insert a cell’s displayed value as linked text (standalone text box recommended — Update rewrites the box from Excel). One linked value per box; sentence embedding works but is more fragile. Refresh with Update or Push.
Push Updates Excel
From Excel, refresh every linked shape across all open decks in one click (or “Update all links in deck” on the PowerPoint ribbon). Connect shows which open deck Export targets. Sizing matches updating from PowerPoint.
Quick sizing Excel
Size a table or chart to your template’s Half / Two-Thirds / Full page widths (each measurement configurable, inches or cm) before it leaves Excel — so it lands on-brand without manual resizing on the slide.
Finalize Deck
One click saves a copy with Excel link tags and stamps stripped (PPTX or PDF). The working deck is untouched — links keep working next month. Dialog shows how many links and stamps will be stripped — including the workbook paths and sheet names a recipient could otherwise dig out of the file.
Send Slides
Export the whole deck or the current selection to a fresh PPTX or PDF — save to disk or attach to a new unsent Outlook email — without modifying the live presentation.
Period and number inventory before the pack leaves
Check Period
Answers what periods the deck claims to cover. One master row per logical period (months, quarters, YTD/QTD kept separate, FY/CY, nMyy like 3M25, LTM/NTM, scenario tags). FY26 and FY2026 share a row; Notes flag naming differences; a headline warns when both FY and CY appear. Select a period → Locations → jump to the slide.
Check Numbers
Inventories distinct hardcoded quantities so leftover KPIs stand out. $1,234 ≈ 1234, $100 ≈ 100, 1.2m ≈ 1,200,000; 80% ≈ 80.0% ≈ 0.8 (bare values outside [-1, 1] stay separate from percents; $0.8 is not treated as 80%). Notes show Formatting varies; rare / format-flagged groups sort first.
Check Fonts
Optional brand pass in deck QA: one row per font, rarest first, with locations (shapes / tables). Replace swaps a font deck-wide across shapes, groups, and table cells (charts/SmartArt not scanned).
On-brand slides, status callouts, last-mile cleanup
Slide Layouts & Elements
Insert branded layouts and shapes from your own ContentLayouts.pptx and Shapes.pptx. Configure Layouts shows a preview thumbnail of each slide so you can pin by sight. Rename ribbon buttons, pin favourites (up to six pinned layout buttons plus a full dropdown), and set theme/master so pasted layouts match the deck. Share with Export/Import setup.
Visual Indicators
Harvey Balls (any %), RAG status, star ratings, gauges, trend arrows, and numbered pointers — built from native editable shapes. Colours are shared via Configure Indicators (traffic-light RAG / Gauge / Trend; navy for Harvey and Pointer).
Mini Chart
Large Elements button (Ctrl+Shift+M): turn a short Label/Value table into proportional Bar, Column, or Donut shapes — not an embedded chart. Labels are optional; paste a two-column Excel selection; edit later by selecting the group and reopening the dialog. Up to 20 points; value-relative or % fill mode.
Stamps
DRAFT, CONFIDENTIAL, DO NOT DISTRIBUTE, FOR REVIEW, REVIEWED, NEW, PENDING INFORMATION, plus Custom — diagonal overlays that hide and restore to the same place, per slide or whole deck. On the Tools group with Redact and Transparency.
Redact
Cover temporarily for internal review (reversible), or redact permanently before external send — underlying text/picture data is destroyed, not just hidden. Remove cover on this slide or all slides.
Arrange
Align shapes to a table’s columns, equalize size, match position/size between shapes, place on the slide, set aspect ratio, snap to grid — beyond native Align/Distribute.
Threads, built into the model
Threads
Cell- or range-anchored discussions stored as Custom XML inside the workbook — replies, and attachments (screenshots with auto-compress, links, embedded Outlook .msg / .eml when available). Anchors follow the selection as the sheet changes. They travel with the file — nothing is ever stored on a server.
Status tracking
Each thread: Open, Pending Review, Pending Info, or Resolved — set from the pane and filterable. Richer than native Excel’s resolve/reopen only.
Visible while building the deck PPT
PowerPoint’s standalone Threads pane lists open threads on workbooks linked into the deck and previews each message’s first words, so the slide owner sees unresolved questions without leaving PowerPoint.
Formulas, numbers, and cleanup for model work
Formula Audit
Trace precedents and dependents — including cross-sheet — in a dockable pane. Cycle results on the sheet with Alt+↑ / Alt+↓.
Variance & CAGR
One click writes Difference, Variance %, CAGR (prompts for periods), or difference in percentage points beside the data. Sign-change cases show “n.a.” instead of a misleading percentage.
Insert Check
Mark a reconciliation row green when it balances and red when it doesn’t — near-zero passes, larger fails, live as the model changes.
Paste Same Formula
Paste a formula with no reference adjustment — identical cell for cell (Ctrl+Shift+F).
Numbers (Arithmetic)
Add, subtract, multiply, divide, round, or scale by unit in bulk — wraps formulas rather than replacing them with values.
Handle Errors
Wrap selected formulas with IFERROR — blank, “n.a.”, or a custom fallback.
Spotlight
Crosshair highlight on the active row and column across a wide model.
Batch Clean
Thirteen cleanup ops — clear zeros/errors, strip hyperlinks and validation, remove stray pictures/objects, tidy names, freeze conditional formatting to static fills — scoped to selection, sheet, or workbook.
Set Default
House style for every worksheet in one click: font name and size (default Arial 10), autofit, gridlines off, thin A1 margin, optional theme colors matched to your PowerPoint ContentLayouts template.
Format Charts
Strip the selected chart to a plain look — no axis gridlines, tick marks, fill, or border.
Text / Extract / Dates / Blanks / Fill
Nineteen text transforms; Batch Extract for numbers/emails/URLs/IDs/dates or custom regex; Date Tools for 40+ formats; Delete Blanks; Smart Fill and Fill Sequence (respects merges); Case & Type.
Multi-sheet packs and firm-wide setup
Consolidate Workbooks
Copy every sheet from several other workbook files into one new workbook — formatting and formulas intact; sources opened read-only and left untouched. Built for rolling BU files into one pack.
Split Sheet
Split by rows or by columns — e.g. a schedule into per-period sheets, or a balance sheet into Assets vs Liabilities & Equity — with formulas preserved or re-linked to the source.
Export Sheets
Export selected sheets as Excel, CSV, or PDF, named from the sheet or a cell value.
Sheet Manager / Index / Sort
Bulk show/hide (including very-hidden), rename, recolor, protect, delete; generate a hyperlinked index tab; sort alphabetically, numerically, or chronologically (FY25, Q4 2025, 5m26, Actual/Budget/Forecast tags).
Smart Formatting
Your own quick-cycle lists — number formats, text styles, borders, font/fill colors — stepped with one keystroke each (e.g. Ctrl+Shift+N for number format).
Keyboard Shortcuts
Rebindable chords and KeyTips for frequent actions, listed in one reference dialog in the add-in.
Export / Import Setup
One .navifia.json carries layouts/elements manifests, indicator colours, shortcuts, theme/master pin, and insert position — so a lead configures once and the team imports.
English and Traditional Chinese
UI language
Switch the add-in interface between English and Traditional Chinese (繁體中文) in License — ribbon, dialogs, and messages for both Excel and PowerPoint. More →
Workflow stories: Use cases.