Assist Pro+ / Audit and Analysis

Transaction Clusters

Group similar transactions for analysis.

Where to find it

Follow the ribbon path.

Assist Pro + → Audit and Analysis → Data Checker → Transaction Clusters

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 the relevant transaction listing or financial-data range and check that dates, amounts and headers are correctly typed. On Assist Pro + › Audit and Analysis › Data Checker, choose Transaction Clusters to group similar transactions for analysis. Check the result and confirm that it applies to your intended workbook.

Best use case

Grouping similar ledger descriptions or amounts for further review.

Accounting and audit

Reduces manual general-ledger scanning and exception testing when you need to group similar transactions for analysis.