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
GUIDED SOLUTION

Reconcile two financial exports

Profile the sources, isolate discrepancies and summarize the outcome without duplicating comparison tools.

  1. 01Profile CSV data qualityMeasure blanks, duplicates, dominant types and inconsistencies by column.
  2. 02Smart ReconcileReconcile two Excel/CSV files, suggest matching keys and isolate exact, probable and missing records.
  3. 03Summarize a CSVGroup rows by category and calculate counts, sums, averages, minimums or maximums.
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 workbooksCombine sheets from multiple XLSX/XLS/ODS files into a new workbook, with unique sheet names and cross-sheet reference checks.Local processing · See example and limits 02XLS÷Split an Excel workbook by sheetExport every XLSX/XLS/ODS sheet as a separate XLSX or CSV file in a ZIP, with cross-sheet formulas flagged for review.Local processing · See example and limits 03XLS⇢Split Excel by column valueLocally create one XLSX or CSV file per distinct column value, with explicit limits and a split report.Local processing · See example and limits 04DATA↔Map relationships across data filesPROLocally compare multiple CSV/Excel files to propose likely join keys with coverage, cardinality and a report containing no raw values.Local processing · See example and limits 05PIIAnonymize / pseudonymize CSV & ExcelDetect sensitive columns, explicitly choose which ones to transform, then export a CSV/TSV/XLSX copy using masking, pseudonyms or HMAC.Local processing · See example and limits 06PDF invoice generatorCreate a local PDF invoice from a form, with subtotal, tax and total calculations to review before issue.Local processing · See example and limits 07XMLStructured electronic invoicePROGenerate structured UBL 2.1 XML with basic technical checks, ready for validation against the required invoicing profile.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 11Smart ReconcileReconcile two Excel/CSV files, suggest matching keys and isolate exact, probable and missing records.Local processing · See example and limits 12Smart Semantic MatcherPROMatch two lists by meaning with exact, semantic or ambiguous status and an explicit margin between top candidates.Local + external resources · See example and limits 13ASKAsk My Files — sourced answersPROLocally index multiple documents, combine hybrid retrieval with structured signals, then answer with evidence or abstain when support is insufficient.Local + external resources · See example and limits 14MDSmart Import DoctorPreflight a CSV/Excel file before import, explain risks and generate a corrected copy after review.Local processing · See example and limits 15DCData Contract BuilderTurn a reference file into a reusable data contract, then validate future deliveries against the same rules.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 AuditorAudit workbook structure and formulas to flag hidden sheets, errors, external links and risky formulas.Local processing · See example and limits 18XLSΔCompare two Excel workbooksCompare sheets, cells, values and formulas of two Excel workbooks locally and export differences.Local processing · See example and limits 19FX→Map Excel formula dependenciesInventory workbook formulas and visualize dependencies between cells, sheets and external references.Local processing · See example and limits 20XLS✓Inspect Excel workbook controlsInventory data validations, protection, named ranges, tables, hidden sheets, merged cells, stored errors, connections and external links in XLSX.Local processing · See example and limits 21MAPSmart Schema MapperAdapt Excel/CSV data to a target template, explain matches and reuse a previously validated mapping.Local processing · See example and limits 22Smart Document OrganizerAnalyze a batch of text PDFs, suggest folders and filenames, then validate before ZIP export.Local processing · See example and limits 23ΣSummarize a CSVGroup rows by category and calculate counts, sums, averages, minimums or maximums.Local processing · See example and limits 24Profile CSV data qualityMeasure blanks, duplicates, dominant types and inconsistencies by column.Local processing · See example and limits 25JOINJoin two CSV filesPerform a VLOOKUP-style join between two files using a common key.Local processing · See example and limits 26Smart Document CompareCompare two text PDFs, highlight added or removed passages and flag changed dates, amounts and references.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.

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WORKTOOLSET PRO

When work becomes repeatable, Pro saves you time.

20×Batch processingPDF · Image · Data · Media
Reusable workflowsSteps · settings · templates
PDFProfessional reportsStructured reports · share-ready exports
Work continuitySessions · projects · history
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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