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Quick Summary

A leading commodity intelligence sector noticed something surprising: users were still copying data manually from dashboards into Excel for analysis. Despite having advanced tools, Excel remained their comfort zone.

To solve this, iFour built a custom Excel Add-in that connects directly to the platform. It brings live, authenticated, real-time market insights straight into spreadsheets.

No more copy-paste, no more delays. Just faster workflows fueled with automation and accuracy.

Impacts Observed:


 

Zero

Manual Work

95%

Fewer Errors

4+

Hrs. Saved Weekly

50%

Faster Decisions

90%

Data Accuracy

About the Client

Our Netherlands-based client serves buyers, sellers, and traders across 85+ countries who rely on accurate agricultural market intelligence.

Industry: Agricultural Data & Market Intelligence

Geography: Global, headquartered in Amsterdam

Size & Operations:Founded in 2018, employs ~51–200 people, trusted by 2,000+ professionals, covering 75+ commodities with 3,000+ data series

Initial Approach & Where It Failed: Their Analysts relied fully on MS Excel for custom models. This makes the workflow slow, manual, and error-prone.

Why They Came to Us: For an AI-powered solution supporting automated analytics, real-time pricing forecasts and market insights across multiple agricultural sectors.

Customer
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Automate your critical workflows using our highly rated Power Automate Consulting Services .

Challenge

As adoption grew, so did operational friction. Teams struggled to keep up their analysis with the real-time market. Key challenges included:

1

Manual data export from dashboards into Excel increased errors and efforts.

2

Outdated insights quickly became stale, weakening decision-making.

3

CRM, dashboards, and spreadsheets operated in silos, making analysis harder.

4

Smart features existed in the platform, but users couldn’t leverage them easily.

5

They needed a way to unify these workflows - without changing the tools.

The Solution (Vesper Excel Add-in)

iFour built a custom, AI-based Microsoft 365 Excel Add-in that delivers real-time, authenticated market intelligence
- right inside Excel. Analysts stay in their natural workflow while eliminating manual processes.

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Key Capabilities Delivered


  • API-Powered Excel Panel
    Log in securely with an API key and access live intelligence feeds - no exporting, copying, or reformatting.
  • Modular Architecture for Multi-API Expansion
    A flexible integration layer supports multiple APIs, making the Add-in future-ready for new commodities and datasets.
  • CRM Integration
    Connect Excel with your CRM to pull customer interaction data for smarter sales planning, forecasting, and engagement tracking.
Premium Resources & Easy Sharing
  • Secure API Token Authentication
    Access commodity data in Excel without passwords. Tokens validate securely, reducing unauthorized access risks.
  • Dynamic Parameter & Data Series
    Sign in and instantly pull parameters and data series. Choose markets, attributes, and datasets with ease.
  • Reusable Templates with Auto-Refresh
    Build templates linked to live data. Open or refresh, and get the latest insights—automatically.
  • Real-Time Cell-Level Binding
    Map cells to live data points. Values update dynamically, turning spreadsheets into interactive dashboards.
  • CRM-Backed Insights in Excel
    Bring CRM data into Excel. Combine sales and market intelligence for smarter decisions.
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Security, Compliance & Governance

The solution was engineered with enterprise-grade safeguards:
  1. End-to-end encrypted authentication
  2. Secure API token access
  3. Azure-backed infrastructure
  4. Role-based access controls
  5. GDPR-aligned data handling
  6. Scalable, compliant architecture supporting future ISO/HIPAA needs
How We Built It

(Technology Stack & Architecture)

Frontend: Microsoft 365 Excel Add-in (OfficeJS)
Backend: API-driven architecture
Cloud: Azure-hosted services
Integrations: Multi-API support, CRM connectivity
Design Approach: Modular and scalable to support new commodities, datasets, and future forecasting models

Results That Mattered

The AI-based Add-in revolutionized how professionals build presentations:

  • 2,000+ users now access real-time commodity data directly from Excel
  • Used across 85+ countries by procurement, trading, research, and sales teams
  • 100% elimination of manual copy-paste
  • No problems in existing workflows. Excel remained their main analytical tool
  • Reporting processes reduced from hours to minutes
  • CRM-connected insights enabled Sales teams to focus on strong strategy.
Dashboard
“The AI Excel Add-in has considerably changed how our teams access and analyze market data.
Real-time insights inside Excel have removed hours of manual work and improved the accuracy of our decision-making.”— Head of Product & Intelligence

iFour built an AI-powered Excel Add-in that delivers live market intelligence inside MS Excel. It eliminates the manual headache of copy-paste insights, making analysts stick to their familiar workflow forever.

Here's a glimpse of what it turned into.

  • From manual spreadsheets to live intelligence.
  • From fragmented workflows to connected insights.
  • From reactive decisions to proactive strategy.

So, that's how a Commodity Intelligence leader achieved full Excel Automation. To see how we modernize Office 365 Add-ins using Copilot AI, check this out.

iFour provided smooth rollout support, including installation guidance, user onboarding, and continuous assistance. The modular design ensures the Add-in can scale to new commodities, integrate additional APIs, and evolve with the client’s product roadmap.

Want to modernize your data integration: market data, CRM insights, or internal systems to Excel? Let’s connect and make it work smarter.

Turn your manual tasks into intelligent processes with our Azure AI consulting services.

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Get In Touch With Us

We encourage you to contact us with any questions or comments you may have.

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What do our clients say

iFour Testimony - Jan Marteen Kops
iFour Testimony - David Stewart
iFour Testimony - Matthew Bellgrove
iFour Testimony - Darren Fisher
iFour Testimony - Gavin Kretzschmar
iFour Testimony - Carlos Hernandez
iFour Testimony - Jeroen Van Megchelen
iFour Testimony - John Schenk
iFour Testimony - Tim Grant
iFour Testimony - Jan Entjes
iFour Testimony - Michael
 

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