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.
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.