Clean the export
Format data from Xero, Pastel, Palladium or Sage X3 and check the resulting columns.
Explore ↗Accounting & Audit
From raw ledger to reviewable work.
Prepare a GL export, identify items worth attention, select a sample and document the result. The practitioner makes the judgement.
Specialist workflow
Follow the work from start to finish
Each stage helps make the next one clearer.
Surface entries
Run journal analysis such as round amounts, weekend entries, reversals or unusual debit and credit patterns.
Explore ↗Generate a sample
Choose an appropriate method and document parameters, population and selections.
Explore ↗Record the work
Use consistent tick marks, preparer/reviewer stamps and output files.
Explore ↗Check changes
Spot differences between data or document versions with an available tool.
Explore ↗Apply professional judgement
Investigate flags, link evidence and explain what the work means.
Explore ↗Two tabs, specialist depth
The audit tools live under Assist Pro+
There is no third Audit ribbon tab or public Audit plan in this relaunch.
Assist Pro
Everyday work and your own shortcuts
Find the right action, clean and organize data, build a macro, and save what you repeat.
Explore this tab ↗Assist Pro+
Accounting and audit depth
Prepare general ledgers, work with debit and credit columns, run analytics, select samples, and document your work.
Explore this tab ↗Do the work of a larger firm, without becoming one.
Turn time spent on repetitive Excel preparation into more capacity for client work.
Small firms: Make more room for client work.
Spend less time cleaning ledgers, rebuilding schedules and preparing review files. Reuse your routines across engagements.
- Prepare recurring schedules with less repeated setup.
- Give your team more time for exceptions and professional judgement.
- Create capacity for additional work as your practice grows.
Mid-sized firms: Make repeatable work more consistent.
Use agreed routines for recurring preparation tasks and produce clearer review outputs across teams.
- Apply consistent rules to recurring data preparation.
- Reduce repeated setup as engagements move between staff.
- Make handovers easier with familiar, reviewable outputs.
The same team. More room for the work that needs their judgement.
Talk to us about your firmReady to explore?
Make Excel work better for you.
Start with the current 10-day trial, or speak to us about what your team needs.