REAL TIME SAVING 1 - A new Excel series: The Long Way vs. The Assist Pro Way
Real Time SAVING 1 • SEPT 2026
The Long Way → The Assist Pro Way
Precision modeling without manual friction.
I’m starting a new series to share some of the everyday Excel tasks that can take far longer than they should.
Each example shows a real Excel task, the manual process people often use, and how Assist Pro can simplify it into a much quicker workflow.
See the image below for a few ways to work faster with Assist Pro.
Same Excel. More possibilities.
180+
Specialized Tools
Dedicated financial routines ready with one click.
10x
Data Cleaning
Instant parsing, trimming, and unmerging workflows.
100%
Utilization
Assist Pro doesn’t just save time. It gives teams space to think.
THE MACRO WIZARD
Automate routines without writing VBA.
Build recurring audit checks, batch transformations, and dynamic report exports in a guided visual interface. The Macro Wizard structures complex financial sequences so you never repeat manual keystrokes.
CUSTOMIZABLE WORKFLOWS
Tailor Excel to your firm's exact standards.
Pin your most frequently used functions to a fully customized ribbon. Integrate AI-assisted formula verification to detect circular references, hidden row anomalies, and inconsistent calculations across multi-tab workbooks.
For Auditors & Accountants
Standardize working paper reviews, automate cross-sheet reconciliations, and verify data integrity across massive client datasets in minutes.
For CFOs & Analysts
Accelerate monthly financial close cycles, validate complex forecast models, and deploy unified team ribbon standards across the entire department.
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