🧠Advanced Excel
FILTER Function for GL Audit and AR Aging: Multi-Condition Boolean Logic for Accountants
Use Excel's FILTER function to build a self-updating AR ageing report and GL audit schedule with AND/OR logic, aging buckets, and a ranked chase list.
XLOOKUP for Intercompany Reconciliation: A Chart of Accounts Mapping Framework
Build a real intercompany reconciliation in Excel with XLOOKUP: multi-entity COA mapping, two-way matching, IFNA flags, and currency tolerance bands.
Power Query vs Excel Formulas for Account Reconciliation: A Decision Framework for Controllers
A five-criteria decision framework for choosing Power Query or dynamic array formulas for account reconciliation, with a worked bank rec example both ways.
XLOOKUP vs VLOOKUP for Accountants: The 2026 Guide
Should you ditch VLOOKUP? A complete comparison for accountants covering performance, risks, and migration strategies.
SEQUENCE Function in Excel: Building Dynamic Depreciation Schedules Without Drag-Copy
Use Excel's SEQUENCE function to generate a full depreciation schedule in one formula, straight-line and declining balance, with no drag-copy required.
LET and LAMBDA in Excel: Writing Auditable Custom Functions Without VBA
Use LET to name intermediate steps in a formula and LAMBDA to build reusable custom functions in Excel, verified against a real DSO calculation.
SWITCH vs Nested IFS in Excel: Which Is Right for Financial Statement Mapping
SWITCH and IFS solve different chart-of-accounts mapping problems. See exactly where each one fits, with a real GL mapping example for both.