Searching 100+ page PDFs took up to 45 minutes per selection. Now, AI extracts evidence in the background for final human review.
A top-ranked United States professional services firm providing assurance, tax, and advisory services to clients ranging from privately held businesses to global public companies.
Auditors frequently received disorganized client files, such as 100-plus-page PDFs where required information was scattered across multiple...
“Excel Agents significantly reduce time spent on repetitive testing. While the agents prepare the audit documentation, our team can work on something else and then come back to review. For audits with hundreds of selections, that efficiency makes a real difference.”
Accounting, tax, and advisory firm for middle-market businesses.
AI-powered audit and finance automation platform that extracts and validates data from documents directly within Excel.
FGMK's Audit documentation is part of this use case:
Related implementations across industries and use cases
Expense testing and reconciliations ate into audit hours; most AI couldn't trace to source. Agents now handle both inside Excel.
Auditors spent hours matching invoices and confirmations by hand. AI agents now do the grunt work, freeing juniors for real judgment calls.
Auditors spent hours manually synthesizing data across systems. An AI agent now surfaces key patterns, freeing teams for expert judgment.
Auditors spent hours matching invoices and confirmations by hand. AI agents now do the grunt work, freeing juniors for real judgment calls.
Trial balances reformatted by hand, once per district, 70 times each audit cycle. Now agents ingest any format and standardize across all.
With 115K annual applicants, managers read resumes between van breakdowns. Now Maria screens, schedules, and offers—managers just decide.
Officers hand-checked vendor compliance and stitched procurement docs from scattered files. Now a bot and AI handle both.
90% of invoices had exceptions; AP analysts corrected them line by line. An agent now resolves mismatches before they reach finance.
Bond selection took days of manual review. Custom AI agents now surface risks, empowering analysts to execute trades in hours.
Searching 100+ page PDFs took up to 45 minutes per selection. Now, AI extracts evidence in the background for final human review.
A top-ranked United States professional services firm providing assurance, tax, and advisory services to clients ranging from privately held businesses to global public companies.
Auditors frequently received disorganized client files, such as 100-plus-page PDFs where required information was scattered across multiple...
“Excel Agents significantly reduce time spent on repetitive testing. While the agents prepare the audit documentation, our team can work on something else and then come back to review. For audits with hundreds of selections, that efficiency makes a real difference.”
Accounting, tax, and advisory firm for middle-market businesses.
AI-powered audit and finance automation platform that extracts and validates data from documents directly within Excel.
FGMK's Audit documentation is part of this use case:
Related implementations across industries and use cases
Expense testing and reconciliations ate into audit hours; most AI couldn't trace to source. Agents now handle both inside Excel.
Auditors spent hours matching invoices and confirmations by hand. AI agents now do the grunt work, freeing juniors for real judgment calls.
Auditors spent hours manually synthesizing data across systems. An AI agent now surfaces key patterns, freeing teams for expert judgment.
Auditors spent hours matching invoices and confirmations by hand. AI agents now do the grunt work, freeing juniors for real judgment calls.
Trial balances reformatted by hand, once per district, 70 times each audit cycle. Now agents ingest any format and standardize across all.
With 115K annual applicants, managers read resumes between van breakdowns. Now Maria screens, schedules, and offers—managers just decide.
Officers hand-checked vendor compliance and stitched procurement docs from scattered files. Now a bot and AI handle both.
90% of invoices had exceptions; AP analysts corrected them line by line. An agent now resolves mismatches before they reach finance.
Bond selection took days of manual review. Custom AI agents now surface risks, empowering analysts to execute trades in hours.