A missing Excel source can still leave a convincing number
A native Excel external-link test retained $1,250.25 after its source moved. Inspect the files and learn how to distinguish a cached value from a successful update.
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Office automation
Create a Word report, export its PDF and reopen the result
A real Word execution on Panes produced an editable DOCX and one-page PDF. Download the script and outputs, with timings and unsuccessful attempts disclosed.
Do not average the percentages in a budget variance report
Native Excel evidence shows 5.848% from averaging department percentages versus the correct 6.434% total. Includes a zero-budget case and downloadable fixture.
Excel saved the file. Its total was still $1 behind.
Reproduce a native Excel manual-calculation failure: a budget input changes, the report stays stale, and an explicit rebuild restores the expected total.
Retry an Excel task without importing the same document twice
A native Excel checkpoint experiment stops after saving an input, then resumes without another append. Download the workbook, exact script and recovery results.
Run an Excel VBA workflow and verify what it changed
A native VBA experiment on Panes refreshes a query, checks 480 documents and reconciles $686,500 without changing Office trust settings. Includes the macro and workbook.
Test the dates on both sides of month end
Four dated witness documents test a real Power Query month boundary. Includes native Excel results, the workbook and a corrected floating-point assertion.
Stop Excel from changing the identifiers your agent imports
Native Excel changed leading-zero codes and 16-digit document IDs in our CSV test. Explicit text preserved them. Includes the two-row fixture, files and tested import script.
Your Power Query refreshed. Did the PivotTable?
A real Excel test shows a PivotTable staying $1 behind a refreshed query. Reproduce the dependency check with native files, a script and an exact reconciliation.
Excel RefreshAll can leave stale data without raising an error
We removed a Power Query source in a real Excel copy. RefreshAll returned normally, the old report survived, and direct query refresh exposed the error. Reproduce the failure.
Prove Excel refreshed the new data before your agent delivers it
A real native Excel experiment adds a $1 freshness witness, refreshes Power Query and checks the saved report. Script, exact results and timing boundaries included.
Before Power Query removes duplicates, check whether they agree
A tested source-data guard distinguishes repeated rows from conflicting documents before a finance agent refreshes its report. Includes six cases and the real CSV.
An AI agent’s monthly close: from ledger to editable management deck
A reproducible October close across three years of finance files, with native Excel formulas, six PowerPoint slides and 543 independently checked cells.
Give the agent a deck people can still edit
How to verify native chart objects, embedded workbooks, chart caches and slide rendering in an AI-updated PowerPoint presentation.
How to verify an AI-edited Excel workbook before handing it back
A practical acceptance method: independent source reconstruction, saved formula caches, financial controls, exact file hashes and native Excel checks.