
GM, !
Presented By
I inherited a spreadsheet with 47 sheets and zero documentation. This is fine.
The guy who built it left six months ago. No notes. No comments. Just a maze of cross-sheet references, nested IFs, and VBA macros named things like "Module7_FINAL_v2."
Everyone's afraid to touch it. I got volun-told to update it.
I pointed ExcelMaster.ai at the file. The AI read the whole structure—every sheet, every dependency. Told me what the formulas were doing. Then built the new ones on top of what was already there.
Didn't break a single thing.
Latest in Accounting AI
Digits' New Pricing: Only Pay When AI Does the Work!
EY's AI Just Took Over Audits—Are We Ready?
AI Applications
1. âš¡ Botpress deploys custom AI chatbots to automate 24/7 client support and data collection, ensuring faster response times while reducing the manual email burden on staff.
2. âš¡ AskYourPDF turns static client documents into interactive chats so your team extracts insights, curbs manual review time and delivers advisory-ready summaries to clients faster.
3. âš¡ Capsule and Transpond integrates CRM data with automated email marketing so firm owners nurture prospects and retain clients through consistent, data-driven communication workflows.
4. 📈 Upword consolidates your firm’s research, notes and documents so your team retrieves insights quickly, standardises client deliverables, and frees capacity for advisory work.
5. 💰 Paylocity streamlines client payroll, expense management, and GL mapping with seamless accounting integration to save billable hours, ensure compliance, and achieve faster month-end reconciliation.
6. 🧾 AI Receipt Tracker streamlines client document collection and auto-categorisation of receipts so you reduce chasing tasks, improve workflow consistency and free time for advisory.

