Extracts, cross-references, and verifies audit evidence inside Excel, connecting workpapers to source documents for review.

Answers questions across documents and links suggested answers to source evidence so audit teams can review and approve findings.

Automatically detects and extracts fields from standardized documents such as invoices, receipts, and contracts into Excel workbooks.

Automates end-to-end audit and finance procedures from prompts or reusable agents while providing traceable results for human review.

Extracts structured data from varied, unstructured documents using prompts or reusable templates, with source references inside Excel.

Collects client documents through secure requests and uses AI to pre-validate evidence before audit teams review and approve it.