# Macabacus Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Macabacus Software - reviews, pricing plans, popular comparisons to other Document Generation products and more. Source: https://www.capterra.com/p/10011368/Macabacus --- # Macabacus Software Review 2026: Features, Integrations, Pros & Cons Last updated on January 14, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) Macabacus ## What is Macabacus? Create regulatory filings, legal documents, financial reports, and more with customizable templates. Use guided questions and automated text population to generate important documents. Generate Documents: 10-Ks, contracts, memos, and more. Automate Text Input: Autofill names, dates, and key details. Ensure Consistency: Use pre-defined templates to stay accurate and on-brand. ## What is Macabacus used for? [Spreadsheet](https://www.capterra.com/spreadsheet-software/)[Presentation](https://www.capterra.com/presentation-software/)[Financial Management](https://www.capterra.com/financial-management-software/) Overall rating Based on 85 user reviews Reviews sentiment Positive 99% Neutral 1% Negative 0% Starting price $200 Per User, Per Year Free trial available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... ## Macabacus alternatives Highest Rated [4.4 (3,269)](https://www.capterra.com/p/120109/Xero/reviews/) Starting price $25.00 Per User, Per Month [4.3 (606)](https://www.capterra.com/p/76/Intacct/reviews/) Starting price Contact vendor for pricing [4.4 (243)](https://www.capterra.com/p/96371/Acumatica-Cloud-ERP/reviews/) Starting price Contact vendor for pricing [4.3 (135)](https://www.capterra.com/p/133966/Accounting-Seed/reviews/) Starting price Contact vendor for pricing [View all alternatives](https://www.capterra.com/p/10011368/Macabacus/alternatives/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Data Visualization 4.3 (32) 84.38% of 32 reviewers that rated this feature as important or highly important Graphical representation of data Data Import/Export 4.5 (30) 96.67% of 30 reviewers that rated this feature as important or highly important Import and export data to and from software applications Formula Management 4.7 (25) 84.00% of 25 reviewers that rated this feature as important or highly important Manage and optimize formulas/recipes for specific requirements. Modeling & Simulation 4.6 (22) 100.00% of 22 reviewers that rated this feature as important or highly important Using physical, mathematical, or logical models as a basis for simulations to generate data for managerial or technical decision-making Document Management 4.5 (16) 75.00% of 16 reviewers that rated this feature as important or highly important Store, manage, and track all electronic documents in a centralized location Charting 4.3 (14) 71.43% of 14 reviewers that rated this feature as important or highly important Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc. Macabacus 58 features Define levels of authorization for access to specific files or systems Dashboard to view the status of ongoing processes, identify current incidents and track past activities Track and document all activities across devices, networks, and other systems Organize assets into folders and subfolders or tag assets based on a custom file hierarchy Collection of all assets in the system Share access to files and assets with individuals Software's ability to perform similar action on multiple similar files simultaneously A financial statement that lists a company's accounts and details the account type and balance Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc. Provides a channel for team members to share media files, communicate, and work together Leave comments and notes on documents for others to view Configure existing workflows to meet your organization's needs Centralized repository to store content and assets Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving Create, edit, and revise contracts/written agreements Add customized logos and colors to align with company branding Customize data fields to support various needs and use cases Customize contracts and forms to collect specific information Alter the layout and content of reports Pre-designed layouts that can be customized to match preferences and requirements Assembly of graphs and charts for visualizing and tracking statistics/metrics Import and export data to and from software applications Manage and store data in a database Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency Graphical representation of data Manage digital assets Automated or logic-based workflows that assist in the creation of electronic documents Custom forms to streamline repetitious aspects of a document Store, manage, and track all electronic documents in a centralized location Store and organize documents in a centralized system Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file Assemble applications and processes by dragging over and arranging pre-built components Monitor and record expenses such as purchases or charges incurred Create, save, and store files Find & retrieve relevant data or documents Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk Plan, manage, and track the financial activities of an individual or organization Generate reports to assess the financial performance of an organization Manage and optimize formulas/recipes for specific requirements. Use AI to generate content in the form of text, images, videos, etc. Edit, touch up, and convert images for publishing Store and manage images Collection of images, videos and other digital content that can be used Collect and maintain structured information that describes data or content Using physical, mathematical, or logical models as a basis for simulations to generate data for managerial or technical decision-making Create content in various formats, such as print, PDF, HTML and more Streamlining repetitive tasks and activities through automated and predefined workflows View and track pertinent metrics to find patterns and gain insights from data Search and filter data across systems to locate required information by entering keywords or certain criteria Allow users to create their own reports and financial statements Attach digital tags to documents and assets for identification, search, or monitoring purposes Create, save, and re-purpose templates for emails, forms, etc. Sample files or documents that could be customized as needed or used as is Set up connections to third-party platforms to improve business processes Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks Track revisions and updates made to files and navigate between different versions Add a digital mark to show ownership of an image, video, document, etc. Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. Features 4.7 (85) 4.7 Based on 85 reviews ## Pricing Value for money 4.6 (62) Free Trial [View pricing plan details](https://www.capterra.com/p/10011368/Macabacus/pricing/) Basic $200.00 Per User,Per Year Professional $360.00 Per User,Per Month It includes: - Link Excel-to-PowerPoint - Presentation Proofing - Quick Charts - Workbook Optimization - Prepare to Share - Personal Library - Shared Libraries Value for money 4.6 (62) 4.6 Based on 62 reviews Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.3 (50) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.3 (50) 4.3 Based on 50 reviews ## User reviews Overall rating 4.7 Based on 85 reviews Filter by rating 5(60) 4(24) 3(1) 2(0) 1(0) Mentioned topic Sorted by most recent JD Jason D. Director of FPandA Computer Software ### "Satisfied customer" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 5, 2025 Pros Ease of use is great, and the efficiency gained is valuable Cons Not sure if it is a Macabacus issue or internal setup on my computer, but after windows updates I often have to reenable or reinstall the software. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. MM Max M. Director of FPA Hospital & Health Care ### "Macabacus from FP&A Director POV" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 3.0 3.0 Likelihood to Recommend 10/10 February 4, 2025 Love it. Saves so much time. I've got hot keys saved to my shortcuts, and what would take hours takes minutes. From updating monthly reports in PPT to formatting excel, it's cleaner and faster. Pros Saves time!!! From slide decks to excel formatting, saves hours... Cons Can't undo with the hot keys or shortcuts, I've done some accidental deletions that have caused some serious rework. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. JW Jason W. Investment Banking Analyst Banking ### "Macabacus Review" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 9/10 February 4, 2025 Good overall experience. Macabacus saves me time on Excel and PPT by providing shortcuts to functions that otherwise would take up a large amount of time, Pros Timesaving shortcuts such as autocolour, quick CAGR and align across table for PPT Cons Excel sometimes not being able to load because of the Macabacus add-on taking time to load Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. DY David Y. Principal Computer Software ### "Macabacus - The Excel Add-In Alone Makes the Platform Worth It" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 December 12, 2024 The Macabacus Excel add-in indispensable and literally saves me hours each week. Pros The macros - it is the sole reason I pushed my company to get me the subscription. Cons At times, Macabacus Excel add-in will freeze up when tracing precedent cells and I have to wait for the macro to catch-up / outright close it and restart. Alternatives considered [FactSet](https://www.capterra.com/p/176269/FactSet/) Reasons for choosing Macabacus I didn't need all of the market data FactSet Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AH Aerock H. Financial analyst Financial Services ### "Macabacus and CFI rock. " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 12, 2024 10/10 in all things. They have a website and a YouTube channel where you can go and learn new ways to do things faster amd more efficiently. Pros The key bindings make my workflow so much faster when modelling, and having the ability to link data into presentations and word docs has already made me thousands of dollars for minutes of work, add in the financials and click refresh, and investor updates are done! Cons I wish more features were available an a single license. They would be very useful for building my brand. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. BR Brian R. Senior Corporate Development Associate Oil & Energy ### "Macabacus - An Indispensable Tool in a Finance Professional's Toolbelt" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 12, 2024 Overall, I really enjoy working with Macabacus. I use it every day and regularly recommend it to both my finance and non-finance colleagues. I argue it has the highest ROI of any software we have at my company. Pros Macabacus saves me lots of time formatting, model auditing, and general navigating in Excel. Its model checking feature is also a game changer and gives greater conficence in one's created models (if you have the time to run it). Cons I think the biggest con with Macabacus is the speed at which it runs for larger models. Some of the more complex models our company has take >5 min to render things like visualizations. Auditing formulas can run a bit slow at times too for larger models. To that note, the model checking feature is really best for simple, smaller models I've found. More complex models can take hours for the checking tool to run which is fine if you have the time to run overnight, but more often than not there's a time crunch with little to no time to run the model checking feature. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Onur P. Co-Founder Computer Software ### "Macabacus Review" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 June 15, 2024 My overall experience with Macabacus is very good. Pros Macabacus helped us to increase our efficiency in our financial model and save our times on financial operations. Cons The UI may be more simple and contain better flows. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. MS Manon S. Demand planning & Business analysis Manager Retail ### "I liked Macabacus better when I was using the free lite version" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 7/10 September 5, 2023 An experience going up and down with many disappointments lately Pros Personalized shortcuts, tool to build and check excel files efficiently and quickly Cons Many bugs that appeared when I started using the paid version. When I used the free lite version everything was working perfectly and I am very disappointed in this change that has made like Macabacus a lot less than before Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. NL Ni L. Senior Analyst Investment Management ### "Great software with lots of functionality" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 7/10 September 4, 2023 Pros Lots of helpful functionalities that substantially increases efficiency. Allows for many keyboard shortcut customizations including autocolouring, tracing, number formatting, etc. Cons There were difficulties with billing/integration with enterprise accounts and personal accounts. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AC Amanda C. Head of Marketing Cosmetics ### "Financial Modelling made accessible" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 10/10 August 28, 2023 We work with Finance Manager on modelling pricing strategy with relative ease that are tremendously helpful for our growth strategy Pros Chart visualization and modelling are easy to build and edit as we are changing directions/assumptions Cons A lot of functions that can be overwhelming. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. 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