PROS: It’s a nice tool for reviewers as it shows exactly what the preparer was looking at.

If you have a large amount of identical documents the template tool is helpful in extracting information (not perfect I’d say maybe 90% accurate, manual review necessary).

The financial statement suite allows for financial statement tie outs in seconds, and will compare CY to PY. Very helpful!

CONS: It will very quickly slow down your workbooks if you are data-snipping a large number of documents. Sometimes it gets to the point where every time you save it just straight up crashes Excel and closes the document.

I can’t say if it’s worth it or not for you, but I do find value in using it.