WorktreeX

Simplify link management without changing your process.

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Drowning in linked spreadsheets?

Have you got spreadsheets linked to other spreadsheets — each one needing periodic updates or changes? If so, you’ve probably found yourself spending far too much time chasing down links, updating connections, and fixing broken references. Not only is it repetitive and frustrating, but every manual change increases the risk of mistakes sneaking into your workflow.

Meet your Excel link assistant.

WorktreeX gives you a clean, visual way to see and amend links, without changing your workflow. No more duplication of effort, no more hidden mistakes.

✅ Save Time – update once, keep workflows intact.

✅ Reduce Errors – fewer manual changes = fewer mistakes.

✅ Stay in Control – see all connections in a clear visual workflow

Bring an AI Co-Pilot to Your Excel Workflows.

Customise your own AI agent to inspect connections, validate changes, and keep every workflow running flawlessly.

Your workflow, your rules — now with AI built in.

🔧 Fully Customisable
Choose your own AI model. Configure exactly how your agent behaves with your own custom prompt.

🔍 Context You Control
Decide what data the agent can see: workflow metadata, connection structures, or even the underlying Excel files. You stay in charge of all permissions and data visibility.

🧩 Embedded in Your Workflow
Agents can analyse workflow changes, flag potential issues, or suggest improvements — all within your existing workflow environment.

⚙️ Flexible Use Cases
Use agents to:
• Review and approve workflow changes
• Audit Excel file dependencies
• Generate documentation or summaries

🧪 Currently in Beta
AI Agents are an early-access feature. We’re gathering feedback as we refine stability and broader model support.

Data at your fingertips

Real-time insights for faster decisions

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Instant updates

Always stay up-to-date with live data flowing directly into your dashboard. Track changes as they happen.

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Customisable views

Tailor your dashboard to show the metrics that matter most. Create multiple views for different team members or purposes.

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Collaborative tools

Easily share your insights with the team. Comment, edit, and collaborate on reports without leaving the platform.

Actionable insights

Turn complex data into simple decisions

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Automated reports

Save time with automated, scheduled reports. Get the insights you need, delivered straight to your inbox.

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Trend analysis

Discover patterns and trends in your data effortlessly. Visualise historical data to forecast future performance.

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Interactive charts

Dive deeper into your data with interactive charts. Hover and click for more detailed insights and breakdowns.

Seamless integration

Connect to your fave tools in minutes

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Quick setup

Get started fast with easy integrations. Connect your existing tools and platforms with just a few clicks.

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Data synchronisation

Keep everything in sync. Torch ensures that data flows seamlessly between all your connected apps, so nothing is ever out of date.

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No-code integrations

No need for technical expertise. Set up integrations without writing a single line of code, making it accessible to everyone on your team.

Take Control of Your Spreadsheet Ecosystem

Visualise every connection

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Map Your Data, Instantly

Visualize every spreadsheet and its connections in an interactive tree.

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Automate the Hard Work

Rename files, update link paths, and sync changes—without breaking links.

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Keep Workflows in Sync

One change updates everything—ensuring accuracy across your workflow.

Smarter Updates, Fewer Headaches

Smart suggestions for future updates

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Intelligent Matching

Automatically detects the most likely new file based on your update prompts.

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Time-Aware Suggestions

Move forward by days, months, or years—links are updated to the right period files.

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One-Click Confirmation

Review and approve suggestions instantly, keeping you in full control.

Before WorktreeX

😩 Teams waste hours reconnecting links.

⏳ Every cycle repeats the same manual updates.

⚠️ Missed link updates put reports at risk.

📉 Outdated links make results unreliable.

🔒 No clear record of how links have changed.

🚫 Workflows stay hidden and hard to trace.

After WorktreeX

⚡ Automate cascaded workflows with zero coding.

⏳ Save time by avoiding manual link reconnections.

✅ Ensure accuracy with reliable synchronisation.

📜 Review and audit historical link changes anytime.

🔍 Gain clear visibility into your entire workflow.

🎉 Let your team focus on what matters most.

FAQs

Answers to questions you might have about WorktreeX.

What does WorktreeX do?

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WorktreeX maps and manages all the connections between your spreadsheets in a clear, interactive hierarchy. It simplifies link updates, handles file renames and path changes, and keeps your entire workflow in sync — saving you from hours of manual relinking.

Who is WorktreeX for?

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WorktreeX is designed for teams and individuals who rely on interconnected spreadsheets — from finance and accounting to operations, reporting, and analysis. Whether you manage a few linked files or complex multi-level hierarchies, WorktreeX ensures your data flows correctly.

How secure is my data on WorktreeX?

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Your spreadsheet data remains on your device. WorktreeX processes your spreadsheet files locally and does not send them to our servers. The only changes made are those you approve, giving you full control over your spreadsheets. By keeping processing local, WorktreeX minimizes the risk of external access while preserving the integrity of your workflows

Can WorktreeX integrate with existing tools?

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Yes. WorktreeX works seamlessly with your existing spreadsheets and workflows. Please note that it requires a desktop version of Microsoft Excel to function, as it interacts directly with Excel files on your system. This ensures full compatibility with your current files while enabling WorktreeX to automate updates, manage links, and maintain your spreadsheet hierarchy efficiently.

Is WorktreeX easy to use if you’re not technical?

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Absolutely. WorktreeX is designed to be intuitive and user-friendly. You don’t need to understand complex formulas or file dependencies — the software handles that for you. With just a few clicks, you can visualize connections, make updates, and keep everything in sync.

Ready to get started?

Take the first step to simplifying your spreadsheet workflows with WorktreeX.

Get started