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Mining and resources · AccessEXL + Make, Zapier or Power Automate

Month-end journals in under 5 minutes

Automate a 3-day month-end cost allocation process end to end with Make, Zapier or Power Automate, keeping the Excel workbook that does the calculations.

The challenge

You're the Financial Controller of a mining company. Every month your team spends 2 to 3 days extracting data from several systems, consolidating it in Excel, calculating cost allocations and manually posting the journals.

The allocation workbook itself is sound. The problem is the manual work of getting data into and out of it, which ties up accountants, invites errors and delays the close.

The solution

1

Extract data

Your automation tool pulls information from your business systems through their APIs and native integrations.

2

Populate Excel

AccessEXL securely passes the data into your existing cost allocation workbook.

3

Calculate allocations

Excel does the complex calculations with your established formulas and business rules.

4

Retrieve results

AccessEXL reads the completed journal entries back from the workbook.

5

Post journals

The automation posts the journals into your accounting system through its API, all in one run.

The results

BeforeWith AccessEXL
2 to 3 days of processing
Under 5 minutes
Manual data extraction
Automated API integrations
Manual journal posting
Automated journal posting
Significant accountant effort
Exception-based review

The key takeaway

You don't need to rebuild your Excel calculations in another system. AccessEXL turns your existing spreadsheet into a secure, API-accessible calculation engine, and your automation tool connects it to the rest of the business.

Download the PDF Connect your first workbook

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