Guide

Secure workbook analysis

A practical intake and review approach for client Excel files used in audit, reporting and compliance work.

Before upload

Confirm engagement authorization, preserve the original file, record its owner and period, and identify macros, hidden sheets and external links.

Check headings, formulas, period labels and exceptions against the original workbook. Treat automated findings as prompts for investigation.

Keep a clear trail from a finding to its worksheet area, evidence request and reviewer decision.

Continue exploring

Continue exploring

Next step

Read why source context matters when a result becomes a professional draft.