Apprentice AI Help

About Apprentice AI

Apprentice AI is an adaptive personal assistant designed for controllers to simplify and streamline the month-end-close process. It automates manual, repetitive tasks, reducing cycle times, improving accuracy, enhancing team collaboration, and ensuring full traceability for managers and auditors.

With Apprentice AI, you can select from a variety of pre-existing workflows, each designed to automate specific Excel tasks, and run them step by step or all at once. This powerful add-in helps save time and effort while maintaining high standards of accuracy and compliance.

Note: This add-in requires an active account to access its features. If you're interested in using this add-in or need more information, please contact us at [email protected].

Main Features

Getting Started

Follow these steps to use Apprentice AI:

  1. Open the add-in from your Excel toolbar.
  2. Sign-in using your assigned user token, or click on "Try a demo"
  3. From the list of workflows generated for you account by Apprentice AI, select action or workflow.
  4. Review the steps in the workflow execution window.
  5. Run the workflow actions step by step or execute all steps at once.

Workflow List

Main Add-In View

Figure 1: The workflow list view, displaying a list of workflows to choose from.

Workflow Execution

Workflow Execution Window

Figure 2: The workflow execution window showing the list of steps and action controls.

Contact Us

If you have any questions or need assistance, feel free to reach out to us at [email protected].