ANALYST DELIVERY

FilingSift Excel add-in

Install the production manifest to build and refresh source-linked SEC models with VALUE, EVIDENCE, and TABLE formulas.

Download Excel packageDownload manifest
  1. Download and extract the package.
  2. Sideload manifest.xml for an individual controlled desktop test, or have a Microsoft 365 administrator deploy it through Integrated Apps.
  3. Open FilingSift from the Excel ribbon and connect an API key with exports:read.
  4. Refresh the model to update source hyperlinks and the hidden FilingSift provenance sheet.

This add-in is one delivery surface for the same FilingSift evidence platform. Current plan capacity and API permissions apply. See complete features, plans and pricing, and the API contract.

Microsoft’s production manifest validator accepts this package. Direct distribution and controlled sideload are available; Microsoft Marketplace/AppSource publication requires a separate Microsoft review.

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