Reconciliation

The Best AI financial Tool Experts Will Ever Need (Free File)

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Financial experts wish they had this AI tool sooner. 👩‍🏫 Learn more with my Excel courses: https://bit.ly/copilotf24course ⬇️ Download the example file here and follow along: https://bit.ly/copilotf24file Reconciliations, variance examination, and debtor management are time-consuming tasks financial professionals juggle on a regular basis. But the new Copilot for financial add-in, available for Excel 2016 onwards … Read more

Copilot for money management in Excel Automates Financial Reconciliation, Done In Just Few Minutes

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Microsoft released Copilot for money management within Excel (preview) on 2/29/2024. In this video I demonstrated how to use this copilot tool to complete financial records reconciliation in just few minutes, instead of hours or days. I also demonstrated how you can install this free tool onto your Excel application now to take advantage of … Read more

“No Code” Automation tool for money management teams

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Easily automate any reconciliation process in your enterprise. Forget about the time invested in manually downloading files for your reconciliation. Integrate your enterprise’s internal or external information sources in just a few steps. When you need the information, it will be updated and in one place. For more information about how to enroll in Simetrik: … Read more