Guides
Practical, tool-agnostic how-tos for reviewing spreadsheets that matter.
Excel Model Review Checklist – 12 Checks Before You Send a Workbook
A practical checklist for reviewing a financial model or schedule in Excel before it goes to a manager, client or auditor.
Read guide →Collecting Data with Excel Templates – How to Stop Broken Submissions
How to design an Excel data-collection template that survives 30 submitters, and how to validate the returned files quickly.
Read guide →How to Compare Two Excel Files (and Find the Changes That Matter)
Four ways to compare two versions of an Excel workbook, from quick formulas to dedicated tools, and how to avoid drowning in irrelevant differences.
Read guide →Month-End Tie-Out Checklist for Excel Schedules
The tie-outs worth running on every close schedule and reporting pack, and how to automate them so they run in seconds on each new version.
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