Start with a quick guide or open the full searchable reference for every feature and report.
Documents all ribbon groups, commands, dialogs, previews, output behavior, Undo safeguards, imports, portable mode, and troubleshooting—with interface screenshots.
Covers the full GL-to-report workflow, Start Here sheet, mappings, every statement, the SFE allocation workpaper, formulas, drill-down, and final checks.
Download the one-file portable launcher from this website.
Launch the file and select the large Open in Excel button.
Open or create a workbook, then select the new product tab.
Close every Excel window—including background Excel processes—then reopen the newest portable launcher and load the add-in again. Excel caches ribbon layouts while any Excel process remains open.
You do not need to choose. The portable launcher contains both add-in architectures and detects the installed Excel architecture automatically.
No. The trial starts when the first licensed feature is used and confirmed online: 72 hours for DataScrub and seven days for NonprofitReports.
No. Workbook data is processed locally in Excel. Online requests are used for trial, license, and update status and use protected identifiers rather than workbook content.
The current early-access launchers are awaiting commercial publisher signing. Follow your organization’s software policy. Do not bypass a block imposed by your employer; use the published SHA-256 value or request IT review.
No. These releases require desktop Microsoft Excel 2016 or later on Windows.
Both products are delivered as a single portable file.