YLookup AI

Transform unstructured data into streamlined client deliverables—all within Excel.

YLookup is an AI agent built specifically for accountancy firms. It analyzes financials, populates templates, and saves hours on reviews by automating complex accounting tasks directly in your spreadsheet workflow.

🎯 Key Features

📥 Import

Extract and verify data from documents, images, and emails with precise citations. Import information from unstructured files, verify against supporting documents, and confirm accuracy with traceable references.

📊 Analyze

Analyze financial data and surface actionable insights. Consolidate, summarize or manipulate raw financials. Automate variance, forecasting, or amortization calculations. Extract specific values, identify trends, and catch anomalies.

🔄 Reconcile

Reconcile different datasets and identify discrepancies with ease. Streamline reconciliation processes, eliminate manual checks, quickly pinpoint differences and missing records, and generate clear reconciliation summaries.

✅ Review

Efficiently detect errors, discrepancies, and compliance issues to ensure accurate working papers. Spot inconsistencies in seconds, identify calculation inputs and underlying assumptions, and ask context-aware questions relevant to each working paper.

💼 Perfect For

• Accountancy firms

• Finance teams

• Accounting professionals seeking to 10x their Excel productivity