Guides

The manual method, written down properly.

Each guide shows how to do the job in Excel — honestly, including the parts that are fiddly — and where a tool would save you the afternoon.

Receivables

How to generate customer statements from Excel

Build a statement from an AR ledger with formulas, then send one per customer without mailing them one at a time.

Guide6 min read AP controls

How to find duplicate invoices in Excel

Fuzzy-match on vendor, amount and date so you catch the near-duplicates that exact matching misses.

Guide7 min read Close

Month-end close checklist

A close sequence that holds up for a small team, with the sign-offs auditors actually ask to see.

Guide8 min read Reporting

Accounts receivable aging explained

What the buckets mean, how to calculate them correctly, and what most aging reports get wrong.

Guide5 min read