Flex Financial Reporting
An Excel Online add-in that brings Xero accounting data into your workbook, with filtering, joins, and one-click refresh.
QUICK WIN DEVELOPMENT WA PTY LTDPrice not published
Mail Merge
by Digital InspirationMicrosoft 365Price not published
Create personalized Outlook messages from Excel data, save them as drafts, and schedule delivery.
PRICINGNot published
DEPLOYMENTCloud
CATEGORYFinance
UPDATED ON MARKETPLACE
What it does
The add-on combines Excel worksheet data with an Outlook email template to prepare messages for multiple recipients. Template fields can be replaced with values such as names or invoice numbers. It supports Microsoft personal accounts and Office 365 accounts.
Key capabilities
from the Microsoft Marketplace listingPersonalized messages
Creates recipient-specific Outlook emails using information stored in an Excel worksheet.
Draft storage
Saves prepared messages in the Outlook draft folder.
Scheduled delivery
Uses a worksheet date field to set when each email should be delivered.
Template placeholders
Fills template fields such as names and invoice numbers with worksheet values.
Worksheet automation
Allows Excel formulas or macros to replace template fields with list data.
Use cases
- An Excel worksheet can contain recipient addresses, names, and other values for a mailing.
- A worksheet can assign separate delivery times to messages in the same mailing.
How it compares
Mail Merge and Flex Financial Reporting both have cloud deployment and an unknown pricing model. Mail Merge is listed for Outlook and Excel, while Flex Financial Reporting is listed as an alternative in the same catalog group.
| Name | Pricing | Deployment | Updated |
|---|---|---|---|
| this plugin | Price not published | Cloud | |
| Flex Financial Reporting | Price not published | Cloud |
In the catalog
124 plugins in Outlook · Finance
Price distribution: 1 free, 1 freemium, 28 paid, 94 price not published
Pricing & deployment
Platform
Microsoft 365
Product
Outlook
Deployment
Cloud
Pricing
Price not published
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What the vendor says
«With Mail Merge add-on for Excel and Outlook, you can easily send personalized emails to multiple people. You can also save your personlized emails in the draft folder for reviewing. The built-in scheduler lets you send emails at a later date and time. Mail Merge works with Microsoft personal accounts and Office 365 …»