Once I Automated Reconciliation with XLOOKUP, I Saw 'What I Want to Automate Next'

There is a task in accounting that comes around every single month: payment reconciliation.I look at the bank deposit ...

Automating Payment Reconciliation with XLOOKUP and SUMIFS: Accounting Excel Only Needs to Check 'Action Required'

Are you still searching for those reconciliations by eye?At the beginning of the month, bank deposit statements and billing ...
Journal of Accountancy

Using an Excel agent to clean, validate, and reconcile data

Follow step-by-step how an agentic AI tool prepares 59,157 rows of general ledger data for audit use in about 10 minutes.
Computerworld

How to use Excel formulas and functions

Formulas are powerful tools for performing calculations and analyzing data in Excel. In this beginner’s guide, you’ll learn how to use formulas (with or without help from the Copilot AI assistant) and ...