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Would you expect a financially sensitive document of a company to be uploaded on a third party site?

We were definitely pursuing the add-on route. Although add-ons can be clunky we felt people would want to switch between the two views quickly and often. For example, if you make a change in the spreadsheet view you might want to see what effect that had on the tree. What do you think?

Dual-view, in two windows.

Also, uploading would make it an instant non-starter for me, due to data sensitivity issues.

hmm, guess I got a bit ahead of myself - you are right, you wouldn't want to switch views/apps as you would indeed expect people to use it in quite a dynamic way. really looking forward to it!

Would you expect a financially sensitive information of a company to be uploaded on a third party site?

Proprietary information