How to use power query with a few different sheets

I have limited experience with Query but I keep dabbling in it and like it so far. I am working on something that I believe power query would be ideal but I don't know how to start.

I download from company software to excel a "sheet" that lists all the money market funds our clients hold individually. From here I ungroup rows, convert the account #'s to number format and delete a group of accounts that hold a specific money market.

Next I download an excel sheet (CSV) from our custodian bank that lists all our clients with their respective money market fund holding and anyone who has CASH (not in a money market). On this sheet I: Sort the Core Sweep column from 'A to Z' and remove all funds except CASH. Next I create a helper column of the Account #'s, get rid of the dashes in the account numbers, and copy and paste values over it.

I then go back to the company excel sheet and create an XLOOKUP formula that looks for the account # in custodian sheet and returns the CASH amount (which tells me the dollar amount of the fund I need to buy). I then copy and paste the account #, money market fund, and dollar amount columns into it's own sheet that gets uploaded to the custodian for purchasing.

Is power query the right way to approach this?