Capstone Workflows
ABC Coffee Shop Excel Capstone
Messy monthly exports โ refreshable management report
One continuous story: imperfect GL and bank exports, mapping files, duplicates, and an out-of-balance amount. Clean, map, filter, query, pivot, control, and deliver a review-ready package.
Full lesson is on the way โ written for accountants who need reliable, reviewable workbooks. Browse the rest of the Excel pillar meanwhile.
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Excel for Month-End Close
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Excel Copilot Without Losing Judgment
Use Copilot and Agent Mode on top of structure, controls, and verification
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Excel Copilot for Accountants
CLEAR prompts, workbook workflows, and prove-before-approve habits