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Hands-on walkthroughs for reconciling, reporting and automating in Excel with AI — the kind of work you actually do at month-end.
An honest comparison of the leading AI-for-Excel tools — and how to pick the right one for accounting and finance work, from reconciliations to posting back to your ERP.
Read the comparison →Excel's hidden Form button, a fillable worksheet, a VBA UserForm that rejects bad entries and appends to a table (full code), and Microsoft Forms, with the limits of each.
Read the guide →Build a working invoice-edit UserForm: controls, tab order, Show vs Load vs Unload, Initialize, modal vs modeless, WithEvents, editing table rows from a ListBox, closing cleanly, plus 64-bit, Mac and web limits.
Read the guide →A diagnostic checklist for macros that won't run: blocked downloads, Trust Center settings, .xlsx saves, broken buttons, disabled events, compile errors, missing references, PtrSafe and run-time errors.
Read the guide →Rubberduck's repository was archived in March 2026. What that means for your macros, where to download it safely, MZ-Tools pricing and trial, the VBA editor's own checks, and HISAB's VBA linter, with the limits of each.
Read the guide →Build a cash book, ledgers and a trial balance in Excel with formulas, see the controls Excel lacks (audit trail, period locks, MTD), and decide when QuickBooks, Xero or Zoho Books should hold the books.
Read the guide →Why Excel isn't an ERP, why finance teams still export to it, nine ways to connect the two compared (exports to APIs), the main risks, and a two-way staging-sheet method with a review step.
Read the guide →The main ways to get Xero data into Excel and back: report and invoice exports (500 cap), App Store apps and connectors, the Xero API with Power Query and its 2026 limits, the Journals change, and CSV imports.
Read the guide →Six ways to connect QuickBooks Online to an AI, compared: Intuit's US-only Claude/ChatGPT connector, its GitHub server, Zapier, Pipedream, CData and a local route inside Excel. It covers who holds your tokens, whether a person approves writes, and where the data ends up.
Read the guide →Which plans include Intuit's Excel add-in, where Intuit's own help articles say it hits walls, and how the alternatives compare: export plus Power Query, Coefficient, CData, Devart and HISAB 360.
Read the guide →Hide the button, disable the add-in, switch off connected experiences, or remove it organisation-wide — with what each option actually stops, and what it breaks.
Read the guide →The COGS formula worked in Excel: one inventory dataset through FIFO, LIFO and average cost — three different margins from the same numbers.
Read the guide →Every real way to use Claude inside Excel in 2026 — official Claude for Excel, add-ins and BYO-subscription routes — compared honestly for finance work.
Read the guide →What the Import Excel and CSV Toolkit contains, which QuickBooks version it is for, how to map fields without failing the import, and what the QuickBooks Online equivalent actually is.
Read the guide →An honest look at AI in Excel for accountants: ChatGPT, Microsoft Copilot, formula generators and ledger-connected add-ins compared, with the jobs AI genuinely does well.
Read the guide →Copilot in Excel's real limits for finance work — calculation-mode and file-state gates, and ledger connectors for Xero and Zoho Books only on the paid add-on — plus a workaround for each.
Read the guide →Microsoft retired the QuickBooks Online connector. Here are the real replacement routes for Excel users — Spreadsheet Sync, ODBC drivers, the API and add-ins — compared honestly.
Read the guide →QuickBooks Online now keeps formulas in calculated rows, but transactions export as values. Build reports that recalculate with SUMIFS, PivotTables or Power Query.
Read the guide →Export the QuickBooks Online General Ledger to Excel, flatten the grouped layout into a real table, pivot it by account and month, and tie it back to the trial balance.
Read the guide →Import journal entries into QuickBooks Online from Excel: the six required columns, which plans support it, what to do with an IIF file, and how to fix failed imports.
Read the guide →Excel automation for finance teams: a practical, ROI-ranked guide to what to automate first — reports, imports, reconciliations — from formulas to AI.
Read the guide →How to connect QuickBooks to Excel: export, CSV, Power Query, and a two-way add-in that posts invoices and journals back — with approval and an audit log.
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