Prompt or use agents to automate audit and finance workflows, directly inside Excel.
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Our agents understand your documentation and interpret your requests.
Reconciles recorded stock against physical counts and goods receipts, flagging variances and their likely cause for review.
Screens the full journal entry population against risk criteria and surfaces high-risk items for review, with a complete audit trail.
This agent helps with payroll reconciliation. It matches employee contracts against payroll run data in the HR system and flags any discrepancies for review.
Checks expense claims against policy and supporting receipts, flagging out-of-policy, duplicate and unsupported items for review.
Turn proven workflows into custom reusable agents your whole team can run. Scale what works, share best practices, and ensure consistency across engagements.
Choose from a catalogue of ready-to-use agents for audit and finance procedures. From revenue cut-off testing to three-way AP matching, there’s a fully customizable agent for you.
DataSnipper meets the highest industry standards for security and compliance.
Excel Agents significantly reduce time spent on repetitive testing. While the agents prepare the audit documentation, our team can work on something else and then come back to review. For audits with hundreds of selections, that efficiency makes a real difference.
Nicholas T. Robbins
Director, Audit and Accounting
Pull evidence from the systems your team already uses, directly into Excel.
No manual downloads, no switching tools, no waiting.
4.9 / 5
4.6 / 5
4.6 / 5
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