From Prompts to Procedures: How Excel Agents Are Powering Agentic AI in Audit & Finance

Agentic AI is transforming how audit and finance teams execute high-stakes work. But real company value doesn’t come from generic automation, it comes from agents purpose-built for documented procedures, regulatory requirements, and complex financial workflows.

Watch this webinar with Microsoft and DataSnipper for a conversation and demo exploring how Excel is becoming the execution layer for agentic work and how Excel Agents enable end-to-end procedure execution directly inside the workflows teams already use.

What You’ll Learn

・Why vertical agents outperform generic AI tools in audit and finance environments

・How Excel Agents provides traceability (no black box)

・What this shift means for AI adoption and competitive advantage