US GAAP Investee Classifier ๐ ๏ธ
This tool classifies US GAAP investees (consolidated subsidiary, equity-method joint venture or associate, or equity security) from uploaded deal documents, applying the ASC 810 VIE and voting interest models, with a dual-pass AI review, source-verified facts, and a full audit-trail Excel workbook.
IFRS Investee Classifier ๐ ๏ธ
This tool classifies IFRS investees (subsidiary, joint operation, joint venture, associate, or financial asset) from uploaded deal documents, with a dual-pass AI review, source-verified facts, and a full audit-trail Excel workbook.
Automation Low-Hanging Fruit
The biggest automation productivity gains in accounting are simple, and most firms still have not made them. Eight of the obvious wins, with concrete examples for each.
Claude for Excel: Practical Use Cases for Accountants
Not a substitute for technical judgment. But for the build, cleanup, recalculation, and first draft across close, tax, audit, and FP&A? Genuine compression of hours.
How to Approach Accounting Automation
Most accounting automation projects quietly fail. The teams that get it right follow a handful of unglamorous principles.
Working Abroad as an Accountant: Tips to Succeed
Thinking of working abroad as an accountant? The opportunity is huge, but so are the challenges. Here are the directly useful moves that will help you succeed.
IFRS 9 ECL Calculator ๐ ๏ธ
This tool automates IFRS 9 expected credit loss calculations for trade receivables and financial instruments.
Aging Analysis Generator ๐ ๏ธ
This tool generates aging bucket analyses from uploaded AR/AP data with configurable buckets and Excel export.
US GAAP Accounting Memo Writer ๐ ๏ธ
This tool partially automates drafting of US GAAP accounting memos using agents, based on the defined accounting issue and a provided context.
Risk Control Matrix Reviewer ๐ ๏ธ
This tool checks your uploaded Risk Control Matrix and provides a concise review feedback report, with focus on risks that are not covered, design deficiencies, inconsistencies, and other.
Exchange Rates Calculator (Federal Reserve) ๐ ๏ธ
This tool provides up-to-date FED exchange rate tables in your chosen currency, including spot, year-to-date average, and period averages, all in an Excel file.
IFRS Accounting Memo Writer ๐ ๏ธ
This tool partially automates drafting of IFRS accounting memos using agents, based on the defined accounting issue and a provided context.