22 workflow automations purpose-built on top of Excel — no data leaves your system, no parallel tool for your team to learn.
AI builds the BvA view directly from ONESOURCE, traces each over-threshold variance to the GL line and transaction, and drafts commentary — the meeting starts at 'what do we do' not 'what happened.' Purpose-built for teams running Excel — uses the native API or agent integration so nothing leaves the system of record.
AI diffs each payroll run against the prior period, flags any variance over 5% or unusual one-time items, and holds them for approval — payroll errors caught pre-run, not post-deposit. Purpose-built for teams running Excel — uses the native API or agent integration so nothing leaves the system of record.
AI ingests bank feeds, statements, and ONESOURCE data, rebuilds a clean transaction timeline, and flags suspicious patterns — investigators start at analysis, not data entry. Purpose-built for teams running Excel — uses the native API or agent integration so nothing leaves the system of record.
AI rebuilds the 13-week forecast nightly from live data, flags any week projected to go below minimum cash, and emails the owner with recommended actions — the forecast is always current. Purpose-built for teams running Excel — uses the native API or agent integration so nothing leaves the system of record.
AI watches calendar, email, and ONESOURCE activity, drafts timesheet entries per matter, and asks only for ambiguous slices — realization rate climbs 4–8 points. Purpose-built for teams running Excel — uses the native API or agent integration so nothing leaves the system of record.
AI runs the close checklist, prompts owners for missing items, flags JE variances over threshold, and writes the close memo — close window compresses from 10 business days to 4. Purpose-built for teams running Excel — uses the native API or agent integration so nothing leaves the system of record.
AI manages the PBC list, pulls each requested schedule from Workday, answers auditor follow-ups from the workpapers, and logs every deliverable — audit fees drop and the controller gets their week back. Purpose-built for teams running Excel — uses the native API or agent integration so nothing leaves the system of record.
AI monitors nexus thresholds, pulls transaction data from Workday, prepares state-by-state returns, and logs filings with evidence — nexus risk is tracked in real time, not discovered at audit. Purpose-built for teams running Excel — uses the native API or agent integration so nothing leaves the system of record.
AI identifies 1099-eligible vendors from Workday, chases missing W-9s, prepares 1099-NEC and 1099-MISC filings, and submits to the IRS — January 31 becomes a non-event. Purpose-built for teams running Excel — uses the native API or agent integration so nothing leaves the system of record.
AI builds the BvA view directly from Workday, traces each over-threshold variance to the GL line and transaction, and drafts commentary — the meeting starts at 'what do we do' not 'what happened.' Purpose-built for teams running Excel — uses the native API or agent integration so nothing leaves the system of record.
AI watches calendar, email, and CaseWare activity, drafts timesheet entries per matter, and asks only for ambiguous slices — realization rate climbs 4–8 points. Purpose-built for teams running Excel — uses the native API or agent integration so nothing leaves the system of record.
AI pulls bills from every channel, extracts line items, assigns GL codes using Financial Statement Audit patterns, routes approvals, and sends payment files to CaseWare — processing cost per invoice drops from $15 to under $2. Purpose-built for teams running Excel — uses the native API or agent integration so nothing leaves the system of record.
AI monitors AuditBoard transactions in real time for duplicate payments, split invoices, ghost vendors, and round-dollar patterns — flagging anomalies within 24 hours instead of 10 months. Purpose-built for teams running Excel — uses the native API or agent integration so nothing leaves the system of record.
AI pulls actuals from AuditBoard, compares to budget and prior year, writes narrative commentary on drivers, and publishes the board deck on day 5 — controller spends Friday on strategy, not copy-paste. Purpose-built for teams running Excel — uses the native API or agent integration so nothing leaves the system of record.
AI classifies every incoming notice, links it to the client file in AuditBoard, drafts the response, and calendars the deadline — no notice slips past a response window. Purpose-built for teams running Excel — uses the native API or agent integration so nothing leaves the system of record.
AI standardizes TB data across periods, builds the QoE model, identifies add-backs with source-document evidence, and drafts the data-book — senior analysts focus on judgment calls, not reformatting. Purpose-built for teams running Excel — uses the native API or agent integration so nothing leaves the system of record.
AI diffs each payroll run against the prior period, flags any variance over 5% or unusual one-time items, and holds them for approval — payroll errors caught pre-run, not post-deposit. Purpose-built for teams running Excel — uses the native API or agent integration so nothing leaves the system of record.
AI ingests bank feeds, statements, and IDEA data, rebuilds a clean transaction timeline, and flags suspicious patterns — investigators start at analysis, not data entry. Purpose-built for teams running Excel — uses the native API or agent integration so nothing leaves the system of record.
AI rebuilds the 13-week forecast nightly from live data, flags any week projected to go below minimum cash, and emails the owner with recommended actions — the forecast is always current. Purpose-built for teams running Excel — uses the native API or agent integration so nothing leaves the system of record.
AI watches calendar, email, and IDEA activity, drafts timesheet entries per matter, and asks only for ambiguous slices — realization rate climbs 4–8 points. Purpose-built for teams running Excel — uses the native API or agent integration so nothing leaves the system of record.
AI watches calendar, email, and Datasite activity, drafts timesheet entries per matter, and asks only for ambiguous slices — realization rate climbs 4–8 points. Purpose-built for teams running Excel — uses the native API or agent integration so nothing leaves the system of record.
AI pulls bills from every channel, extracts line items, assigns GL codes using Transaction Advisory patterns, routes approvals, and sends payment files to Datasite — processing cost per invoice drops from $15 to under $2. Purpose-built for teams running Excel — uses the native API or agent integration so nothing leaves the system of record.
We build custom AI workflows on top of Excel for any repetitive process. Tell us what you'd automate.
