Assist Pro+ / Audit and Analysis

SmartLookup

Compares two sets of Excel records and reports detailed matches and differences.

Where to find it

Follow the ribbon path.

Assist Pro + → Audit and Analysis → Data Compare → SmartLookup

Part of Assist Pro+. Eligible tools can also be selected through Assist Pro’s 30-tool Vault allowance. Check the Vault for availability.

Open the tool and follow its prompts. Use a copy of your workbook when trying an action for the first time, then check the result.

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Practical guidance

Use this tool in your workflow.

How to use

Open SmartLookup, choose the source tables and matching key/value columns. Confirm headers, compare the datasets, then review discrepancies and hyperlinks. Check the result before saving changes.

Best use case

Reconciling two datasets with account references and monetary values.

Everyday Excel

Avoids checking two spreadsheets row by row when you need to compare two sets of Excel records and reports detailed matches and differences.

Accounting and audit

Speeds comparisons of prior-year data, client records and testing schedules by helping compare two sets of Excel records and reports detailed matches and differences.