Excel Add-In
Augment the capabilities of Excel & eliminate manual data collection
How many hours do you spend every month loading a transaction report, exporting to Excel, and pasting into a different work-paper for analysis? There’s a smarter way.
Automate data collection at month-end
- Connect Excel directly to your ERP
- Pull in transactional data 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
Augmented context for your workpapers
- Drill into transaction details for any account
- Navigate directly to specific transactions JEs 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
Context-aware Excel AI Agent
- Automatically reconcile two sources of data in your work paper
- Upload and extract structured data from invoices and other documents into your workbook
- Pivot your raw data for analysis and quickly identify anomalies
Work smarter, not harder
Give your team a dramatic boost in productivity.
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