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PROFESSIONAL PACK

Finance & accounting

Reconcile, review and organize financial data before discrepancies become problems.

Reconcile exports, organize documents and check numeric data.

Designed for: accounting, controlling, procurement and billing
All tools
COMMON PROBLEMS

Does this sound familiar?

01

Two accounting exports disagree

02

Invoices are poorly named or scattered

03

An amount or deadline changed between versions

RECOMMENDED PATH

A logical workflow, not just a tool list.

Use only the steps you need. WorkToolset suggests a possible order without imposing a business process.

  1. 01Profile the data
  2. 02Reconcile exports
  3. 03Analyze discrepancies
  4. 04Organize documents
  5. 05Export the control report
OPERATIONAL JOURNEYS

One complete task, several existing tools already connected.

These journeys add no new tools: they organize existing functions in a useful order. On Free progress stays local; Pro can sync it inside a guided project.

● Free local · Pro synced
FINANCIAL RECONCILIATION

Reconcile two financial exports

Profile the sources, reconcile rows, isolate discrepancies and consolidate the outcome into a usable control view.

Data + Excel4 stepsDocumented discrepancies
  1. 01Data Quality & ImportAudit, clean and prepare CSV/Excel data in one workspace. Free does the work; Pro adds deeper scoring, evidence and professional reporting.
  2. 02Compare & reconcile dataOne workspace to compare versions, enrich A with B, or reconcile rows despite differences. Free + advanced Pro controls.
  3. 03Summarize a CSVPrepare and review a category summary with column profiles, ignored-value warnings, search/sort and controlled CSV export.
  4. 04Compare two versions of an Excel workbookCompare V1 and V2 cell by cell, then filter differences by sheet, type, value or formula before targeted CSV export.
OutcomeOutcome: amount, presence and structure discrepancies are identified and grouped into a clear control view.
Free: local · Pro: synced project.
WORKBOOK AUDIT

Audit a financial workbook before approval

Review structure, map formulas, flag weak controls and compare against a reference version.

Office Studio4 stepsBetter-controlled workbook
  1. 01Smart Workbook AuditorFree structure and formula audit, with a Pro mode for inconsistency detection, risk scoring and a PDF report.
  2. 02Understand Excel calculation dependenciesExplore formulas cell by cell with search, filters, upstream/downstream dependencies, and targeted CSV export.
  3. 03Excel rules, protections & connectionsReview workbook rules with search, type/sheet filters, guided navigation, and targeted or full CSV export.
  4. 04Compare two versions of an Excel workbookCompare V1 and V2 cell by cell, then filter differences by sheet, type, value or formula before targeted CSV export.
OutcomeOutcome: risky areas, sensitive formulas and version differences are visible before approval or sharing.
Free: local · Pro: synced project.
REPORTING & CONSOLIDATION

Prepare a dataset for reporting

Diagnose incoming files, align their schema, consolidate sources and produce the aggregates needed for reporting.

Data Studio4 stepsConsolidated data
  1. 01Prepare a file for importData Quality & Import preflight mode: check structure, encoding, headers, identifiers and values likely to break an import.
  2. 02Adapt a file to a target templateFirst delivery: align Excel/CSV data to a target template, explain mappings and pass the approved format to a reusable data contract.
  3. 03Enrich one file with anotherJoin CSV/Excel with key coverage diagnostics, column selection, row provenance and separate exports for unmatched records.
  4. 04Summarize a CSVPrepare and review a category summary with column profiles, ignored-value warnings, search/sort and controlled CSV export.
OutcomeOutcome: a cleaner consolidated dataset ready for reporting or management control.
Free: local · Pro: synced project.
DOCUMENTS TO SHARE

Review financial documents before sending

Validate key payment details, organize documents, confirm the right version and protect the copy intended for sharing.

Documents + PDF4 stepsSafer delivery
  1. 01IBAN validatorCheck IBAN format, country length and MOD-97 checksum without contacting a bank.
  2. 02Smart Document OrganizerAnalyze a batch of text PDFs, suggest folders and filenames, then validate before ZIP export.
  3. 03Smart Document CompareCompare two PDFs. Free: text and structured-value diff. Pro: amount, date, party, reference, clause and obligation changes with a risk score.
  4. 04Protect PDFEncrypt a PDF with an AES-256 password using qpdf running in WebAssembly in the browser.
OutcomeOutcome: a better-organized document set and a controlled final copy before external delivery.
Free: local · Pro: synced project.
PACK TOOLS

The most useful tools for this profession.

Each tool keeps its full page with Before/After example, privacy details and limitations.

27 recommended tools
01XLS+Merge Excel workbooksPrepare a merge plan, choose and order sheets, anticipate renames and risky references, then create a new XLSX copy.Local processing · See example and limits→ 02XLS÷Split an Excel workbook by sheetInventory and select XLSX/XLS/ODS sheets before separate XLSX or CSV export, with preflight checks for risky dependencies.Local processing · See example and limits→ 03XLS⇢Split Excel by column valuePreview column groups, choose which ones to export, and review output names/files before creating the XLSX or CSV ZIP.Local processing · See example and limits→ 04DATA↔Audit relationships across data filesPROAudit multiple CSV/Excel files for likely keys, cardinalities, orphan rows, duplicates, join risk, projected row counts and SQL templates without raw values.Local processing · See example and limits→ 05PIIAnonymize / pseudonymize CSV & ExcelFREE: explicitly protect selected columns. PRO: per-column policy, quasi-identifiers, simplified k, re-identification risk score and before/after comparison.Local processing · See example and limits→ 06€PDF invoice generatorVisually create a PDF invoice with editable line items, subtotal/tax/total calculations and live preview before export.Local processing · See example and limits→ 07XMLElectronic Invoice PreflightPROGenerate or audit a UBL 2.1 invoice locally with EN 16931 / Peppol preflight checks for structure, parties, VAT, currencies and arithmetic consistency.Local processing · See example and limits→ 08IBANIBAN validatorCheck IBAN format, country length and MOD-97 checksum without contacting a bank.Local processing · See example and limits→ 09€%Margin, markup & VAT calculatorCalculate gross margin, markup, margin rate, VAT and total price from cost and sale price.Local processing · See example and limits→ 10%Percentage calculatorCalculate X% of Y, percentage change or one value as a share of a total.Local processing · See example and limits→ 11⇄Compare & reconcile dataOne workspace to compare versions, enrich A with B, or reconcile rows despite differences. Free + advanced Pro controls.Local processing · See example and limits→ 12≈Smart Semantic Matcher✦ AIPROMatch two reference datasets by meaning, codes and context with business rules, ambiguity, human validation and exception reports.Local + external resources · See example and limits→ 13ASKAsk My Files Pro — sourced research✦ AIPROQuery a local corpus, filter sources, assess corroboration, flag conflicting evidence and export a verifiable research report.Local + external resources · See example and limits→ 14MDPrepare a file for importData Quality & Import preflight mode: check structure, encoding, headers, identifiers and values likely to break an import.Local processing · See example and limits→ 15DCData contract & recurring deliveriesTurn an approved format into reusable rules, validate each new delivery and jump back to mapping when the schema needs adaptation.Local processing · See example and limits→ 16BATCHBatch Workflow RunnerSimulate then apply a CSV or Excel workflow to multiple files with a detailed report and local ZIP output.Local processing · See example and limits→ 17AUDITSmart Workbook AuditorFree structure and formula audit, with a Pro mode for inconsistency detection, risk scoring and a PDF report.Local processing · See example and limits→ 18XLSΔCompare two versions of an Excel workbookCompare V1 and V2 cell by cell, then filter differences by sheet, type, value or formula before targeted CSV export.Local processing · See example and limits→ 19FX→Understand Excel calculation dependenciesExplore formulas cell by cell with search, filters, upstream/downstream dependencies, and targeted CSV export.Local processing · See example and limits→ 20XLS✓Excel rules, protections & connectionsReview workbook rules with search, type/sheet filters, guided navigation, and targeted or full CSV export.Local processing · See example and limits→ 21MAPAdapt a file to a target templateFirst delivery: align Excel/CSV data to a target template, explain mappings and pass the approved format to a reusable data contract.Local processing · See example and limits→ 22✦Smart Document OrganizerAnalyze a batch of text PDFs, suggest folders and filenames, then validate before ZIP export.Local processing · See example and limits→ 23ΣSummarize a CSVPrepare and review a category summary with column profiles, ignored-value warnings, search/sort and controlled CSV export.Local processing · See example and limits→ 24✓Data Quality & ImportAudit, clean and prepare CSV/Excel data in one workspace. Free does the work; Pro adds deeper scoring, evidence and professional reporting.Local processing · See example and limits→ 25JOINEnrich one file with anotherJoin CSV/Excel with key coverage diagnostics, column selection, row provenance and separate exports for unmatched records.Local processing · See example and limits→ 26≠Smart Document CompareCompare two PDFs. Free: text and structured-value diff. Pro: amount, date, party, reference, clause and obligation changes with a risk score.Local processing · See example and limits→ 27LOCKProtect PDFEncrypt a PDF with an AES-256 password using qpdf running in WebAssembly in the browser.Local + external resources · See example and limits→
OTHER PROFESSIONS

One task can span several professions.

or with email
WORKTOOLSET PRO

When work needs verification, explanation or evidence, Pro takes over.

AUDITAudit & verificationScores · priorities · recommendations
≈Reconciliation & local AIAmbiguity · exceptions · sources
SAFEPrivacy & QAPreflight · accessibility · sharing
PDFEvidence & reportsSHA-256 · manifest · CSV · JSON · PDF
Scale afterwards, when neededAI Workbench with local content analysis, universal production queue, specialized batch processing, recipes, workflows, Studio sessions and projects remain included in Pro.
100 presets · 50 projects · 20 templates · 500 favorites

Payments, taxes and invoices are managed by Paddle. Your documents are never part of payment data.

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