Turn Your Excel Spreadsheet into a Live Proforma
Stop manually re-entering data. Compass imports your existing expense spreadsheets and ARGUS exports with smart column matching, auto-detection of dates and categories, and bulk default settings — in 4 simple steps.
The Problem Every Analyst Knows
Manual Data Entry
- • 50+ line items × 12 months = 600+ cells to rekey
- • Transposition errors between columns and rows
- • Different date formats from different sources
- • Inconsistent expense naming across properties
- • Hours of work before any analysis begins
Compass Excel Import
- • Upload .xlsx → smart column auto-detection
- • Dates categorized as historical actuals or projections
- • Bulk defaults for frequency, inflation, recovery
- • Review and edit before import — nothing is hidden
- • Minutes instead of hours — start analyzing immediately
4-Step Import Wizard
From Excel file to live proforma in under 5 minutes
Upload File
Drag and drop your .xlsx file. Compass reads all sheets and detects which contains expense data automatically.
Map Columns
Smart auto-detection matches your columns to Compass fields. Review and adjust if needed — name, amount, dates, frequency.
Set Defaults
Apply bulk defaults — payment frequency, inflation rate, percent fixed vs variable, percent recoverable, recovery type.
Review & Import
Preview all line items with dates categorized as historical or projected. Edit individual items, then import to your property.
Intelligent Import Features
📅 Dynamic Date Categorization
Dates are automatically classified as historical actuals, current year, or future projections based on today's date. No manual sorting.
🤖 ML Forecasting Post-Import
After import, Compass's ML calibration engine learns from your historical actuals to improve inflation forecasts — better than static 3% assumptions.
📦 LocalStorage Caching
Your in-progress import is cached in the browser. Switch tabs, close accidentally — pick up right where you left off.
📋 Template Download
Don't have data yet? Download our template spreadsheet pre-formatted with standard CRE expense categories and date columns.
🏷️ ARGUS Export Compatible
Compass recognizes ARGUS Enterprise expense export formats. Migrating from ARGUS? Import your existing data directly.
✏️ Edit Before Import
Nothing goes in without your review. Edit expense names, amounts, dates, and categories line-by-line in the preview table.
What Can You Import?
Operating Expenses
Property taxes, insurance, CAM, utilities, management fees, janitorial, landscaping — any recurring or one-off expense.
Capital Expenses
Roof replacement, HVAC upgrades, tenant improvements — any capital expenditure with multi-year frequencies.
Historical Actuals
Past payment data trains Compass's ML engine for more accurate forward projections. More history = better forecasts.
ARGUS Exports
Switching from ARGUS? Export your expense data to Excel and import directly into Compass. Column matching handles the rest.
Stop Rekeying Spreadsheets
Upload your Excel file and get a live proforma with ML-powered forecasting in minutes — not hours.
No credit card required. Full access during beta.