Copilot Audit

Boost Your Audit and Finance Productivity with Copilot Audit!

Copilot Audit is a powerful Excel add-in designed specifically for auditors and finance professionals. It revolutionizes your workflow by automating tedious document processing, data extraction, and validation tasks directly within Microsoft Excel.

Stop wasting valuable time on manual data entry and verification. Copilot Audit helps you save up to 80% of the time typically spent on audit tests of details and controls, allowing you to focus on high-value analysis and insights.

Who Benefits from Copilot Audit?

• External and Internal Auditors: Streamline evidence gathering for tests of details, tests of controls, and walkthroughs.
• Finance Teams: Accelerate reconciliation processes, data validation, and reporting tasks.
• Audit Managers: Improve team efficiency, enhance audit quality, and reduce review time.
• Firms looking to retain talent: Reduce repetitive tasks, enabling staff to focus on more engaging and professionally developing work.

What Copilot Audit Offers:

1. Seamless Document Integration & Processing:

• Import PDFs Directly: Easily bring your supporting documents (like invoices, bank statements, contracts) into your Excel workspace. (Support for more formats like images and Word docs coming soon!)
• Intelligent Automation: Leverage AI to automate tasks that drain your team's time and energy.

2. Powerful Data Extraction & Validation:

• Smart Document Matching: Automatically find and link data (e.g., invoice numbers, dates, amounts) between your Excel sheets and the corresponding information in your imported documents. Creates clear traceability and eliminates manual searching.
• Advanced Snipping Tools:

  • Text Snips: Extract specific text segments.
  • Sum Snips: Automatically calculate and verify sums within selected areas.
  • Table Snips: Extract entire data tables, ready for use in Excel.

• Extract at Scale: Define extraction logic on one document and apply it across a batch of similar documents automatically.

3. Streamlined Audit Procedures:

• Automate Tests of Details: Effortlessly cross-reference supporting documentation to your audit samples (e.g., tie a debtor list to sales invoices).
• Accelerate Tests of Controls: Quickly document control testing by creating direct references (Snips) to evidence like signatures or approvals within source documents.
• Simplify Walkthroughs: Easily document transaction flows step-by-step, cross-referencing evidence for each stage directly in Excel, making reviews straightforward.

Key Benefits:

• Drastic Time Savings: Reduce manual data extraction and processing by up to 80%. Process documents 5x faster.
• Enhanced Audit Quality: Achieve up to 99% accuracy in data extraction and ensure consistency with automated verification and cross-referencing.
• Improved Efficiency: Meet tight deadlines with ease and free up your team for critical thinking and analysis.
• Seamless Integration: Works directly within your familiar Microsoft Excel environment (Compatible with Windows & Mac with a Microsoft 365 subscription).
• User-Friendly: Intuitive interface requires no special Excel skills. Comprehensive documentation and tutorials available.
• Secure: Prioritizes data security by processing locally in Excel where possible and complying with Microsoft's security standards. Your documents are not stored on our servers.

Trusted by Thousands:

Join over 5,000 users who have downloaded Copilot Audit from Microsoft AppSource and are transforming their audit processes.

Ready to experience the future of auditing?

Try Copilot Audit for free for 14 days! See firsthand how much time you can save. No credit card required.