DataDear
Links Xero, QuickBooks Online, Practice Manager (WorkFlowMax) and HMRC to Excel for reporting and bulk upload and edit of data.
DataDearPaid
Lantern | Model
by Lantern.aiMicrosoft 365Price not published
Refreshes Lantern fund and portfolio data in Microsoft Excel reports and models.
PRICINGNot published
DEPLOYMENTCloud
CATEGORYAnalytics
UPDATED ON MARKETPLACE
What it does
Provides Lantern clients with access to fund and portfolio data in Microsoft Excel. Data is available at report-quarter and transaction levels. The add-in refreshes Excel models and reports with updated data and can populate existing Excel reports. A Lantern subscription is required to use the add-in.
Key capabilities
from the Microsoft Marketplace listingFund-level data
Provides access to validated data at the fund level.
Portfolio data
Provides access to validated data at the portfolio level.
Quarterly reporting data
Makes data available at the report-quarter grain.
Transaction-level data
Makes data available at the transactional grain.
Excel model refresh
Refreshes models and reports in Excel with updated data.
Use cases
- Examine individual fund transactions in Excel reports.
How it compares
Lantern | Model and DataDear both use cloud deployment, while Lantern | Model has an unknown pricing type and DataDear is listed as paid. Lantern | Model and arkLink both use cloud deployment, while Lantern | Model was updated on May 2026 and arkLink was updated in Feb 2026. Lantern | Model and Financial Reporting Dashboard both use cloud deployment, while Lantern | Model has an unknown pricing type and Financial Reporting Dashboard is listed as paid.
| Name | Pricing | Deployment | Updated |
|---|---|---|---|
| this plugin | Price not published | Cloud | |
| DataDear | Paid | Cloud | |
| arkLink | Price not published | Cloud | |
| Financial Reporting Dashboard | Paid | Cloud |
In the catalog
446 plugins in Excel · Analytics
Price distribution: 8 free, 17 freemium, 142 paid, 279 price not published
Pricing & deployment
Platform
Microsoft 365
Product
Excel
Deployment
Cloud
Pricing
Price not published
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What the vendor says
«Lantern | Model is a Microsoft Excel add-in that provides Lantern clients with seamless access to their validated fund and portfolio level data. Key features: • Validated data is available at both report quarter and transactional grains, allowing you to get to grips with everything from portfolio performance per …»