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Using Excel to automatically flag unusual transactions

By adding a few formulas to an accounts payable export and using Excel’s FILTER function, users can create a reusable report that automatically displays only the transactions meeting one or more exception rules.

Use Excel to automate financial statement analysis

By organizing source data into Excel tables and using structured formulas, you can refresh the analysis simply by pasting new statements into the model, without rewriting formulas or rebuilding schedules.

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Get your clients ready for tax season

Help clients avoid surprises with year-end planning strategies for managing taxable income, maximizing deductions, and adjusting to OBBBA changes affecting individuals and businesses.