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AI Agent

AI Agent for Audit: Automate Excel Tasks

An AI agent that operates Excel functions on your behalf. Describe what you need, watch it execute, and review the results, all inside your workbook.

Agent
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Bank statement — Sept

bank_09
p.14

Tie out September deposits against the bank statement and flag anything unmatched.

Read bank_statement_09.pdf (14 p.)
Matched 12 deposits to the ledger
Writing 2 exceptions to F4:F5

Full control over Excel

The agent operates Excel directly via Office.js. It writes and executes formulas (VLOOKUP, SUMIF, INDEX-MATCH), formats cells, sorts data, and applies conditional formatting, all from a plain-language instruction.

Operates all Blast Audit features

The agent can create Snips, run document Matching, and search across your documents. It combines Excel operations with Blast Audit tools in a single workflow.

Writes macros and flags discrepancies

Need a VBA macro? The agent generates it for you. It can also scan your data for missing entries, mismatched totals, and outliers that need attention.

Understands your audit context

The agent reads your workbook, understands the structure of your data, and adapts its actions accordingly. Every change is tracked so you can review and undo.

How it works

Automate any task in three steps

01

Describe your task

Type what you need in plain language. "Reconcile these invoices" or "Find all entries above 10,000 without a matching document."

02

Agent executes in Excel

The agent reads your data, writes formulas, searches documents, and updates cells. You watch every action in real time.

03

Review results

Every change is tracked. Review what the agent did, accept or undo actions, and keep full control of your workpaper.

From supporting evidence to a linked cell in Excel

Installed from AppSource in two minutes, your first linked cells within the hour. Free for 14 days.

See pricing details →