Know what you need before you install.
Check the essentials, choose sensible hardware for your workload and use a sample workbook to confirm your setup.
Required foundations vs recommended setup.
The required column describes what the software depends on. The recommended column gives practical headroom for comfortable work; it is not a requirement to buy a new computer.
| Component | Required / check before installing | Recommended for comfortable work |
|---|---|---|
| Platform | Windows desktop environment that can install the Assist Pro release. | Windows 11 on an Intel/AMD PC, kept up to date. |
| Excel | Windows desktop Excel 2013 or later, including Microsoft 365, per Assist Pro’s published guidance. Check current installer requirements and Office bitness. VBA and add-in support are required. Browser and mobile Excel cannot run this VBA ribbon. | Current Microsoft 365 desktop Excel. Confirm the exact release and Office bitness with the installer. |
| Processor | Meet the requirements of your Windows and Excel versions. No separate Assist Pro CPU minimum has been benchmarked. | A modern 4-core Intel/AMD processor for routine Excel work and document checks. |
| Memory | Meet your Windows/Excel requirements. Microsoft lists 4 GB for current 64-bit Microsoft 365, not an Assist Pro performance guarantee. | 8 GB RAM for everyday work; 16 GB or more for large ledgers, multiple workbooks and OCR. |
| Storage | Enough free space for the installer, temporary files, source documents and exports. Installed size varies by app. | SSD storage, with 10 GB or more free working space for document-heavy tasks. |
| Internet | Connection for activation, licence checks and online AI generation. Offline availability depends on the action and licence. | Reliable broadband. Ask IT to permit the product’s required services. |
| Permissions | Permission to install the add-in and run its trusted VBA under your organisation’s policies. | IT-managed installation and approved trusted locations. Keep global macro protection enabled. |
| Display | A screen size and scaling setting that keeps Excel dialogs usable. Exact minimum has not been validated. | 1920 × 1080 display, with a second screen helpful for side-by-side review. |
| Companion apps | A separate compatible release and licence for each app. PDF/OCR workload can need more memory and storage. | 16 GB RAM and SSD working space for larger document batches. |
Recommendations are workload guidance, not tested performance thresholds. Exact Assist Pro-supported Windows/Excel versions, 32/64-bit combinations and minimum hardware still need release testing. Ask us to confirm your combination if you are unsure. Mac, web Excel, Windows on ARM and virtual desktops are not advertised as validated Assist Pro setups here.
Microsoft 365 platform requirements ↗ · Microsoft: VBA in Excel for the web ↗
Find the details support needs.
You can check these without changing your security settings.
- Windows and RAM: open Settings → System → About. Note the Windows version, processor and installed RAM.
- Excel version and bitness: in Excel, open File → Account → About Excel. Note the version, build and 32-bit or 64-bit edition.
- Available storage: open File Explorer → This PC and check free space on your working drive.
- Workplace permissions: ask IT whether the approved installer, VBA add-in and online services are allowed.
Start with the official installer.
Save your work and close Excel before installing or updating.
- Sign in to your member account and open Downloads. Use the current installer for your licence.
- Read the release requirements and follow setup prompts. The installation folder is
C:\Program Files (x86)\Assist Pro\. - Open the Assist Pro License Center and follow the activation instructions using your licensed email.
- Open desktop Excel and check the Assist Pro ribbon. Access to Pro+ tools follows your licence and Tools Vault selection.
- Try one harmless action on a copy of a sample workbook. Confirm the result, then test a representative file before your team relies on the workflow.
Keep your work. Remove the application.
Close Excel and save any workbooks or custom routines you want to retain.
- Open Windows Settings → Apps → Installed apps.
- Find Assist Pro, choose Uninstall and follow the prompts.
- Reopen Excel. If an add-in entry remains, ask support before changing add-in settings.
Uninstalling does not cancel your subscription. Manage billing in your member account.
Contact support online