Spreadsheet Reconciliation at Enterprise Scale.
Automate data validation, cross-system reconciliation, and report generation in Excel, no macros, no VBA, just English.
Describe It in English.
It Runs Deterministically.
Overview
Import transaction data into Excel from the source system; run row-by-row validation against business rules; flag exceptions with detailed annotations and email the summary to the reviewer.
Execution Steps
Import and Normalize Data
- Pull the latest data export from the source system into a designated Excel workbook
- Standardize column formats, remove duplicates, and add a validation timestamp
Validate Row by Row
- Check each row against business rules including valid account codes, date ranges, and amount limits
- Calculate variances against the prior period and flag rows exceeding the tolerance threshold
Annotate and Distribute
- Add exception notes to flagged rows with the specific rule that was violated
- Email the Excel workbook to the reviewer with a cover summary of total exceptions and recommended actions
Enterprise
Use Cases
Bank Reconciliation
Automatically match bank statement entries against ledger transactions in Excel and highlight unmatched items for the finance team.
Multi-Source Data Merge
Combine data from ERP, CRM, and HRIS exports into a unified Excel workbook with consistent formatting and deduplication.
Automated Financial Reports
Build formatted Excel reports from raw data exports, pivot tables, variance analysis, and executive summaries generated automatically.
What the Microsoft Excel
Integration Supports
Microsoft Excel is the industry-standard spreadsheet application with advanced data analysis and visualization capabilities. This integration enables automated data processing, report generation, and spreadsheet management workflows. Leverage Excel's powerful features for automated data analysis and business intelligence.
Requires the Microsoft Office 365 integration to be connected to the same workspace. Supported connection methods: Client ID, Client Secret and Tenant ID; Client ID, Certificate and Tenant ID; Client ID, Certificate, Private Key and Tenant ID.
56 documented actions
- Clear all filters on the table · Clear all filters on a table.
- Clear the filter on the table's column · Clear the filter on a specific table column.
- Clear the worksheet range · Delete the contents of a range of cells in an Excel worksheet.
- Copy the sheet with a name · Copy a worksheet's content to a new sheet in the same workbook.
- Create a new sheet in the file · Create a new worksheet in an Excel workbook.
- Create a table on a worksheet range · Create a table from a specified range of cells in an Excel worksheet.
- Create a worksheet range in a sheet · Create a range reference for a set of cells in an Excel worksheet, defined by start and end cell addresses. This does not modify the spreadsheet; it creates a local reference that can be used with other procedures to read, write, or clear data.
- Create a workbook in a folder · Create a new empty Excel workbook in a SharePoint or OneDrive folder.
- Delete a column from the table · Delete a column from a table in an Excel worksheet.
- Delete a row from the table · Delete a row from a table in an Excel worksheet.
- Delete the sheet · Delete a worksheet from an Excel workbook.
- Filter the table's column by a filter value · Apply a value-based filter to a table column.
Show the remaining 44 actions
- Get the cell's color · Get the background color of a cell in an Excel worksheet.
- Get the cell's formula · Get the formula of a cell in an Excel worksheet.
- Get the cell's number format · Get the number format string of a cell in an Excel worksheet.
- Get the cell's value · Get the value of a cell in an Excel worksheet.
- Get the column count in a table · Get the number of columns in a table in an Excel worksheet.
- Get the column count in a worksheet range · Get the number of columns in an Excel worksheet range.
- Get the column's cells from the table · Get the cells from a column in a table in an Excel worksheet.
- Get the file's sheets · Get the worksheets of an Excel file.
- Get the following row range in a worksheet range · Get a range representing the row immediately below the given range, spanning the same columns. Useful for appending data below an existing range or table.
- Get the row count in a table · Get the number of rows in a table in an Excel worksheet.
- Get the row count in a worksheet range · Get the number of rows in an Excel worksheet range.
- Get the row's cells from the table · Get the cells from a row in a table in an Excel worksheet.
- Get the row's cells from the worksheet range · Get the cells from a row in an Excel worksheet range.
- Get the sheet's pivot tables · Get the pivot tables from an Excel worksheet.
- Get the sheet's protection status · Get the protection status of a worksheet.
- Get the sheet's tables · Get the tables from an Excel worksheet.
- Get the sheet's used range · Get the used range of an Excel worksheet.
- Get the worksheet range's rows · Get the rows from a range in an Excel worksheet.
- Get the worksheet range from the table · Get the range of a table in an Excel worksheet.
- Insert a new column in the table · Insert a new column within a table in an Excel worksheet.
- Insert a new row in the table · Insert a new row in a table in an Excel worksheet.
- Open a workbook at a url · Open an Excel workbook by its SharePoint or OneDrive URL, returning its sheets.
- Protect the sheet · Protect a worksheet from editing.
- Read the content from a table · Read the contents of a table in an Excel worksheet.
- Read the content from a worksheet range · Read the contents of a range in an Excel worksheet.
- Recalculate the workbook · Force a full recalculation of all formulas in the workbook.
- Refresh all pivot tables in the sheet · Refresh all pivot tables in a worksheet.
- Refresh the pivot table · Refresh a specific pivot table.
- Rename the sheet to a new name · Rename a worksheet in an Excel workbook.
- Retrieve the columns from the table · Get the columns from a table in an Excel worksheet.
- Retrieve the rows from the table · Get the rows from a table in an Excel worksheet.
- Set the cell's color to a color · Set the background fill color of a cell in an Excel worksheet.
- Set the cell's content to a value · Update the value of a cell in an Excel worksheet.
- Set the cell's font color to a color · Set the font color of a cell in an Excel worksheet.
- Set the cell's formula to a formula value · Update the formula of a cell in an Excel worksheet.
- Set the cell's number format to a format string · Set the number format of a cell in an Excel worksheet.
- Set the range's color to a color · Set the background fill color of all cells in a range.
- Set the range's font color to a color · Set the font color of all cells in a range.
- Set the worksheet range's number format to a format string · Set a uniform number format on all cells in a range.
- Sort the table by a column index · Sort a table by a specified column.
- Sort the worksheet range by a column index · Sort a range by a specified column.
- Unprotect the sheet · Remove protection from a worksheet.
- Write the content in a table · Update the contents of an Excel table with new data.
- Write the content in a worksheet range · Update the contents of a range in an Excel worksheet.
Frequently asked
questions.
Kognitos is a leading US-based artificial intelligence platform designed to transform how businesses operate by automating repetitive tasks and enhancing efficiency. Our AI automation platform allows users to automate complex business processes simply by communicating their goals in plain English. Leveraging advanced technologies like a proprietary LLM-based interpreter, Intelligent Document Processing (IDP), Optical Character Recognition (OCR), and Natural Language Processing (NLP), Kognitos enhances productivity, speed, and accuracy. Unlike traditional automation solutions that require complex coding, Kognitos offers unparalleled adaptability and scalability, empowering businesses to streamline workflows and eliminate manual tasks without extensive technical knowledge.
Process automation refers to the use of technology to automate repetitive, manual tasks within a business or organization. The goal is to streamline and optimize workflows, increase efficiency, reduce errors, and save time and resources. This can be achieved through the implementation of various technologies, such as RPA, Workflow Automation, Machine Learning and Artificial Intelligence.
Security is a core principle of Kognitos' architecture, built on state-of-the-art cloud services with strong security foundations. Critical business processes run on the Kognitos platform, and we prioritize the security of both the processes and their data. Kognitos employs serverless, cloud-based services with the principle of least privilege access. For example, a service without a need to access a database does not have access to it. Kognitos has achieved the SOC 2 Type II certification for our best-in-class security controls and compliance with the AICPA's Trust Services Criteria. Learn more
Related
Integrations
Microsoft Excel automation questions.
What can I automate between Kognitos and Microsoft Excel?
Reading and writing structured documents, sheet operations, calendar and email orchestration, and cross-tool data sync between productivity and systems of record. Kognitos reads from Microsoft Excel, applies the policy you wrote in plain English, and writes back deterministically with a full audit trail, no probabilistic LLM action.
How does Kognitos connect to Microsoft Excel?
Through Microsoft Excel's official API using scoped credentials (OAuth or API key, depending on which Microsoft Excel supports). Kognitos stores credentials in a managed secret store with rotation; permissions are limited to what your automation actually needs.
What events in Microsoft Excel can trigger a Kognitos automation?
Common triggers include a file change, a calendar event, an inbound message, or a scheduled sweep. Kognitos supports both event-driven (webhook) and scheduled execution, and you can mix both inside a single automation.
Can business users build Kognitos + Microsoft Excel automations without code?
Yes. The Kognitos Builder Agent walks you through the process in conversation; you describe what you want in English (e.g., "every weeknight, reconcile Microsoft Excel records against the warehouse and email me anything that doesn't match") and Kognitos generates and runs the automation. No drag-and-drop, no Python, and no third-party iPaaS.
Is Microsoft Excel data safe with Kognitos?
Yes. Kognitos is SOC 2 Type II, HIPAA-attested, ISO 27001-certified, and GDPR-aligned. Microsoft Excel data is processed inside the customer tenant, encrypted in transit and at rest, never used to train upstream models, and every decision is captured in an immutable English-language audit log.
How do I get started with the Kognitos + Microsoft Excel integration?
Book a 30-minute demo. We'll help you connect Microsoft Excel, pick a real bottleneck from your team's backlog, and ship a working automation written in plain English in the first session, no procurement runway required.