Measure the current steps
Time a representative task and note rework and review effort.
Start with a real task, give users a safe first win and measure the workflow before expanding seats.
Show a typical ledger or Excel task and agree what success looks like.
Time a representative task and note rework and review effort.
Install, train and run the same task with Assist Pro.
Measure activated users, first tool run, time spent and support issues.
Separate everyday Excel users from accounting and audit staff when choosing guides and licences.
Give repeatable preparation tasks a consistent starting point, then keep people focused on the results.
Choose the recurring tasks and rules your team wants to use consistently.
Use familiar outputs so the next person can follow the preparation and review exceptions.
Start with one useful workflow. Review it, share the approach and expand as the team gains confidence.
Start with the current 10-day trial, or speak to us about what your team needs.