For Teams

Make the tools useful across your team.

Start with a real task, give users a safe first win and measure the workflow before expanding seats.

How rollout works

A practical rollout

Show a typical ledger or Excel task and agree what success looks like.

Baseline

Measure the current steps

Time a representative task and note rework and review effort.

Rollout

Try it with a small group

Install, train and run the same task with Assist Pro.

Review

Compare the results

Measure activated users, first tool run, time spent and support issues.

Two audience paths

Support the people doing the work

Separate everyday Excel users from accounting and audit staff when choosing guides and licences.

Business teams

Everyday productivity

Clean exports, fix formats and save recurring routines.

Explore ↗
Audit firms

Specialist review

GL preparation, journal analysis, sampling and workpapers.

Explore ↗

Make more room for meaningful work across your team.

Give repeatable preparation tasks a consistent starting point, then keep people focused on the results.

Agree on the routine

Choose the recurring tasks and rules your team wants to use consistently.

Make handovers clearer

Use familiar outputs so the next person can follow the preparation and review exceptions.

Build capacity gradually

Start with one useful workflow. Review it, share the approach and expand as the team gains confidence.

Talk to us about your team
Ready to explore?

Make Excel work better for you.

Start with the current 10-day trial, or speak to us about what your team needs.