Filed Prowork for Excel

Subscription required. Filed Prowork for Excel requires an active Filed subscription to use. Visit filed.com to learn more about plans and pricing.

Filed brings tax-grade AI directly into Microsoft Excel. Ask a question in plain English and Filed reads,

work in.

Filed lives in the Excel task pane as an AI assistant that understands the workbook in front of you: the active sheet,

your current selection, table structures, and the numbers behind them. It turns prompts into populated worksheets, clean

layouts, and reviewed figures while keeping your workbook as the single source of truth.

What Filed can do

• Review your numbers — flag accuracy issues, inconsistencies, and outliers across the workbook before they reach

  a client or a return.

• Reconcile and tie out — compare columns against a trial balance or GL, surface mismatches, and summarize

  results.

• Build and format on demand — create new sheets and Excel tables, apply fonts, colors, borders, number formats,

  alignment, merged cells, frozen panes, and auto-fit rows and columns.

• Fill templates with client data — populate leadsheets, workpapers, and reporting templates from your connected

  • Review your numbers — flag accuracy issues, inconsistencies, and outliers across the workbook before they reach a client or a return.
  • Reconcile and tie out — compare columns against a trial balance or GL, surface mismatches, and summarize results.
  • Build and format on demand — create new sheets and Excel tables, apply fonts, colors, borders, number formats, alignment, merged cells, frozen panes, and auto-fit rows and

    columns.

  • Fill templates with client data — populate leadsheets, workpapers, and reporting templates from your connected Filed workspace.
  • Answer ad-hoc questions — "Summarise this P&L by entity and quarter," "Flag invoices missing a VAT number," "Reconcile column D against the GL."
  • Read workbook context — sheet names, used ranges, and selected cells, so every answer is grounded in your actual data.

  Why teams choose Filed

  • Stay in Excel — no context switching; the assistant works inside the workbook you already use.
  • Auditable by design — answers trace back to the exact source cells, so every number can be proven.
  • You stay in control — Filed generates formulas, structures, and layouts; the workbook remains yours to review and edit.
  • Built for tax and finance — purpose-built for the workpapers, compliance work, and reconciliations these teams do every day.

  Sign in with your Filed account to connect your workspace and start working with your client data directly in Excel.