Assist Pro AnywhereFrom what you see to what you need.
Practical examples of how the tools fit everyday Excel, Windows, accounting and audit work. Choose a scenario to see the steps.
See the workflow before trying the tool.
Website records
Web Capture lets you select content from anywhere in the accessible HTML page, not only from visible tables.
- Open the webpage in Anywhere, then choose Select Section, Similar Records or Full Page.
- Select an example and inspect detected fields, text and sample rows before running.
- Run extraction, review the editable results and export to Excel with source details if needed.
Non-table source → structured fields
| Field | Value |
|---|---|
| Company | Sample Holdings |
| Registration | 2020/123456/07 |
| Status | Active |
Bank statement to Excel
Smart Table tries to make dates, descriptions and figures reviewable rather than dumping every OCR line into one column.
- Upload a PDF or select the full on-screen table, including headings.
- Check the extracted rows against the original, especially multi-line descriptions and debit/credit signs.
- Export to a structured Excel workbook and reconcile totals before use.
Illustrative structured rows
| Date | Description | Debit | Credit |
|---|---|---|---|
| 01 Oct | Card purchase | 845.00 | — |
| 03 Oct | Deposit | — | 12 500.00 |
Financial statement review
Screen Math helps check bracketed amounts while Quick Match compares what has changed across selected financial-statement extracts.
- Select accounting amounts from the PDF with Screen Math.
- Correct any OCR interpretation in Drill Down and verify the calculation.
- Capture two statement versions in Quick Match to inspect unchanged and changed wording/figures.
Word-level example
| Line | Prior | Current |
|---|---|---|
| PPE | 3 839 428 | 3 839 428 |
| Loan to director | — | 132 569 |
Repeated forms
Smart Transfer helps with recurring answers and paths through fields, without pretending forms always have consistent layouts.
- Choose Fill Down, Carry Forward or One Field.
- Enter or transfer a value, select the destinations, and test one step first.
- Save a named preset if reusable. Use STOP NOW or Esc to cancel.
Saved presets · 5 slots
Reliable mode and Press Enter start unchecked.
File inspection
Move through PDFs, spreadsheets, Word files and images with a preview workflow built around File Explorer.
- Enable the Explorer-only File Preview shortcut in Anywhere settings.
- Select a supported file and use Space or your chosen shortcut.
- Review the preview, then choose the next file or the action you need.
File Explorer
| File | Type |
|---|---|
| Financial Statements.pdf | |
| Bank Statement.xlsx | Excel |
| Engagement letter.docx | Word |
Choose. Check. Use.
Whether the source is a document, browser or another program, the output should be something you can verify.
Find the source
Identify the webpage, file, form or screen area.
Choose the tool
Use Search or one of your five favourites.
Inspect the result
Check numbers, data mappings and any review flags.
Keep your output
Copy, export or save supporting evidence where supported.
Bring the next useful action closer.
Get help choosing an Anywhere workflow, checking compatibility or arranging access for your team.