Add-in for Excel
Eliminate manual data collection and build automated reconciliation workflows in Excel
How many hours do you spend every month loading a transaction report, exporting to Excel, pasting into a different workpaper, and manually reconciling? There’s a smarter way.
Automate data collection at month-end
- Connect Excel directly to your ERP, AP, and other tools
- Pull in transactional data and other reports without leaving Excel
- Create data templates with filters and data ranges that automatically adjust each month, so you can pull data in one click every month
- Schedule automatic refreshes so your reports are always current
Build Excel AI agents to automate your workflows
- Automatically reconcile multiple sources of data in your workpapers
- Upload and extract structured data from invoices and other documents into your workbook
- Agents have access to context from other sources to help you build automated workflows
- Pivot your raw data for analysis and quickly identify anomalies
Augmented context for your workpapers
- Drill into transaction details for any account
- Directly link journal entries to workpapers for easy review and approval
- Navigate directly to specific transactions and journal entries in your ERP
- Ensure completeness of supporting documentation for all journal entries
Sign off directly from Excel
- Sign off on your month-end checklist and reconciliation tasks directly from the add-in
- Track completion status and approval history
- Add review notes and send workpapers for review and approval
Work smarter, not harder
Give your team a dramatic boost in productivity.
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