Feature Overview
Invoke detects the current open window and loads the matching command provider - always suggesting what is most relevant.
Its keyboard-native design aligns naturally with the shortcut-heavy work of many finance professionals, while adding quality-of-life improvements around common workflows.
Hotkey
Alt + Space
Platform
Windows
Commands
20
Providers
4
Excel provider
Cleanup, audit, navigation, formatting, and extraction for high-frequency Excel work.
Scan formulas for hardcoded numeric constants while filtering out common transformations and expected exceptions.
This area is reserved for a visual walkthrough of Find Hardcoded Numbers.
Featured Command
This expanded area is designed for a GIF, short video, or image sequence that shows exactly how Find Hardcoded Numbers behaves in practice.
Supporting Commands
Toggle F1 blocking in Excel so accidental help-pane launches stop interrupting your flow.
This area is reserved for a visual walkthrough of Disable the F1 Key.
Description
Toggle F1 blocking in Excel so accidental help-pane launches stop interrupting your flow.
Run a structural health check for circular references, broken names, external links, manual calculation mode, and volatile formulas.
This area is reserved for a visual walkthrough of Check Model Integrity.
Description
Run a structural health check for circular references, broken names, external links, manual calculation mode, and volatile formulas.
Apply standard finance color conventions to the current selection, with undo support built in.
This area is reserved for a visual walkthrough of Coloring Conventions.
Description
Apply standard finance color conventions to the current selection, with undo support built in.
Get a workbook ready to share by breaking links, clearing names, resetting views, recalculating, and saving.
This area is reserved for a visual walkthrough of Finalize Before Sending.
Description
Get a workbook ready to share by breaking links, clearing names, resetting views, recalculating, and saving.
Scale selected values up or down by 1 thousand or 1 million in place using quick aliases.
This area is reserved for a visual walkthrough of Scale Numbers In Place.
Description
Scale selected values up or down by 1 thousand or 1 million in place using quick aliases.
Pull up the current sheet list and jump straight to the tab you need.
This area is reserved for a visual walkthrough of Jump to Any Sheet.
Description
Pull up the current sheet list and jump straight to the tab you need.
Export the active sheet or full workbook to PDF next to the source file, without stepping through export dialogs.
This area is reserved for a visual walkthrough of Export Workbook to PDF.
Description
Export the active sheet or full workbook to PDF next to the source file, without stepping through export dialogs.
Screenshot a table from a PDF, browser, or another app, and insert the result at the active cell.
This area is reserved for a visual walkthrough of Extract a Table Into Excel.
Description
Screenshot a table from a PDF, browser, or another app, and insert the result at the active cell.
Open company research directly from the active cell using sources like CapIQ, PitchBook, FactSet, and more.
This area is reserved for a visual walkthrough of Open Company Research.
Description
Open company research directly from the active cell using sources like CapIQ, PitchBook, FactSet, and more.
Explorer provider
Versioning, exports, and standardized deal-folder actions directly from File Explorer.
Create the next version of the selected file while updating embedded version numbers and stale date patterns.
This area is reserved for a visual walkthrough of Create the Next Version.
Featured Command
This expanded area is designed for a GIF, short video, or image sequence that shows exactly how Create the Next Version behaves in practice.
Supporting Commands
Export selected Excel, PowerPoint, or PDF files as buyer-specific PDFs with watermarking and optional page baking to prevent copying.
This area is reserved for a visual walkthrough of Export a Buyer-Specific PDF.
Description
Export selected Excel, PowerPoint, or PDF files as buyer-specific PDFs with watermarking and optional page baking to prevent copying.
Generate a standardized deal folder structure from sell-side or buy-side templates - fully customizable to organizational standards.
This area is reserved for a visual walkthrough of Generate a Project Folder.
Description
Generate a standardized deal folder structure from sell-side or buy-side templates - fully customizable to organizational standards.
Convert selected Excel or PowerPoint files to PDF directly from File Explorer - without having to open them.
This area is reserved for a visual walkthrough of Export the Selected File to PDF.
Description
Convert selected Excel or PowerPoint files to PDF directly from File Explorer - without having to open them.
PowerPoint provider
Presentation output actions that appear when PowerPoint is the active window.
Export the active slide or full presentation to PDF next to the source deck in a single step.
This area is reserved for a visual walkthrough of Export the Presentation to PDF.
Featured Command
This expanded area is designed for a GIF, short video, or image sequence that shows exactly how Export the Presentation to PDF behaves in practice.
Always available
Cross-provider actions that remain available regardless of the current supported app.
Restore the last captured state and show exactly what action was rolled back.
This area is reserved for a visual walkthrough of Undo the Last Action.
Featured Command
This expanded area is designed for a GIF, short video, or image sequence that shows exactly how Undo the Last Action behaves in practice.
Supporting Commands
List the commands available for the current context.
This area is reserved for a visual walkthrough of Show Available Commands.
Description
List the commands available for the current context.
Recover workbook backups from the latest automatic snapshot.
This area is reserved for a visual walkthrough of Restore From Backup.
Description
Recover workbook backups from the latest automatic snapshot.
Open the settings dialog for hotkeys, behavior, and preferences.
This area is reserved for a visual walkthrough of Open Settings.
Description
Open the settings dialog for hotkeys, behavior, and preferences.
Open account and sign-in controls.
This area is reserved for a visual walkthrough of Open Account Settings.
Description
Open account and sign-in controls.
Workflow Safety
Invoke is built for workflows where mistakes are expensive. Undo, restore paths, and local-first execution help keep repetitive work fast without making it feel risky.
Invoke captures state before destructive actions so you can roll back with `/undo` when something needs to be reversed.
Automatic file-level backups give you a recovery path for high-stakes workflows, including restore after a bad action or crash.
Command execution, automation, and document handling run locally on the machine instead of sending working files to a third-party.
Working files are not shared elsewhere as part of normal command execution. Optional account and sync features are separate from your work.
Beyond individual commands, Invoke is designed to fit how real teams standardize workflows, control behavior, and scale repeatable process improvements.
Invoke detects the foreground app and dynamically swaps in the right command set for Excel, PowerPoint, and File Explorer.
Because COM automation destroys native Excel undo, Invoke captures snapshots and creates backups before actions.
Teams shape their experience around established workflows and conventions.
Users keep control with settings and workflow preferences that can adapt to different roles, teams, and personal habits.
If you want to try Invoke, discuss a pilot, or explore how it could fit your team workflow, send a note here.