FormulaPad for accountants

Close the books faster. Ask for the formula in plain English — SUMIFS across trial balances, aging reports with DATEDIF, amortization schedules with PMT — and paste it into your workbook in seconds.

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Sound familiar?

Why FormulaPad

FormulaPad is tuned for accounting formulas specifically — it knows SUMIFS vs SUMIF, handles locale-safe date criteria, and explains legacy formulas without touching your file. 5/day free, $9/mo unlimited, no signup to try.

Formulas you will actually use

Aging report buckets

You describe

Classify invoice ages in column D as Current, 30, 60, 90, or Over 90 days based on invoice date in column C and today

FormulaPad returns=IF(TODAY()-C2<=0,"Current", IF(TODAY()-C2<=30,"30", IF(TODAY()-C2<=60,"60", IF(TODAY()-C2<=90,"90","Over 90"))))

Classic nested IF for aging buckets. Drag down the column, done.

SUMIFS across multi-criteria trial balance

You describe

Sum amounts in column F where account type in column B is "Expense" and cost center in column C is "HQ" and date in column A is in 2024

FormulaPad returns=SUMIFS(F:F, B:B, "Expense", C:C, "HQ", A:A, ">="&DATE(2024,1,1), A:A, "<="&DATE(2024,12,31))

Concatenated date criteria with DATE() — locale-safe, no string parsing.

Loan amortization — monthly principal payment

You describe

Calculate the principal portion of month 12 payment for a $100K loan at 6% APR over 5 years

FormulaPad returns=PPMT(6%/12, 12, 60, -100000)

PPMT returns just the principal component for a given period.

IFERROR wrapping for clean reports

You describe

Wrap a VLOOKUP in column G in IFERROR so missing matches show empty string instead of #N/A

FormulaPad returns=IFERROR(VLOOKUP(A2, 'Chart of Accounts'!A:B, 2, FALSE), "")

Output looks professional. No more #N/A scattered through the printout.

FAQ

Does FormulaPad understand double-entry accounting concepts?

It understands formula mechanics. You describe the calculation you want (debits, credits, running totals) and it writes the formula. It does not replace the accounting judgment.

Can I use this with Excel 2019?

Yes for legacy functions. XLOOKUP, LET, LAMBDA, and dynamic arrays require Excel 365 or 2021 — FormulaPad warns when a suggestion needs a newer version.

Is data I paste kept?

Prompts are sent to the model API for inference. We do not train on your data. Cached responses are stored for 24 hours keyed by prompt hash to speed up repeat queries.

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