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Gridavera is a SaaS Excel plugin that connects Microsoft Excel to SharePoint for financial planning and data management. It allows finance teams to load, edit, and submit data using the Excel interface they already know — while benefiting from enterprise-grade security, role-based access control, and centralized data governance.

Gridavera is designed for finance, planning, and operations teams that use Excel for budgeting, forecasting, or data entry but need a secure, collaborative way to manage data. It’s ideal for organizations that already use Microsoft 365 and SharePoint.

Gridavera installs as an Excel add-in. Once installed, a taskpane appears in Excel where users can select a view, load data from SharePoint, edit it in Excel, and submit changes back — all without leaving Excel. An admin portal handles configuration, user management, and security settings.

Yes. Gridavera uses SharePoint lists as its data backend. You need a Microsoft 365 subscription with SharePoint Online. Gridavera does not require any additional infrastructure — everything runs on your existing Microsoft 365 environment.

Gridavera works with Excel for Windows (desktop), Excel for Mac, and Excel on the web (Office 365). It uses the Office Add-in framework, which is supported across all modern Excel platforms.