PARTNER SOLUTION FEATURE GUIDES
OTHER RESOURCES
OTTO-MATES GUIDE: EXCEL MACROS
While automation solutions are the best option for certain processes, it’s difficult to ever imagine a world in which “Ex-hell” is completely irrelevant. There will always be corner cases and more simple scenarios that Excel can handle just fine. For those, Excel macros can save you hours of repetitive work by automating tasks in your spreadsheets. This guide will walk you through the basics of creating, editing, and running macros - even if you're a beginner.
OTTO-MATES GUIDE: ChatGPT for ACCOUNT RECONCILIATION
Account reconciliation is a critical, yet time-consuming, process. It typically involves: comparing records (e.g., bank statements vs GL entries); identifying discrepancies; summarizing findings for required adjustments; etc. ChatGPT can help accountants streamline this task by identifying discrepancies, summarizing data, and suggesting solutions.