Автоматизация сверки и архивации счетов

Our current process involves individual excel sheets for each account, only a few instances where multiple accounts are combined into one. Then the preparer PDFs the sheet and combines it with the trial balance report for that specific GL and any supporting documentation. We have a ton of asset and liability accounts that need to be reconciled at different frequencies, mostly daily/monthly. We also have record retention guidelines we have to follow where they need to be retrievable permanently. Any of you that have a good system going care to share any tips? We have access to the Microsoft suite and sharepoint. I’m a bit familiar with Power Query, but willing to learn anything I need to in order to save time here. Our accounting software is fairly basic, it can’t link directly with excel…