Trial balances reformatted by hand, once per district, 70 times each audit cycle. Now agents ingest any format and standardize across all.
An accounting and advisory firm with 200+ professionals serving 70+ school district clients and other local government entities across Texas and New Mexico.
Client data arrives disorganized and inconsistently formatted, often in large unwieldy PDFs that differ client to client. Repetitive audit...
“Once we got into Excel Agents, the possibilities started to open up. It performs a dual role, repeating monotonous tasks like a staff member would, but also executing whole workflows end-to-end, like building tests and checking compliance, which is something you expect at a more senior level.”
CPA and business consulting firm serving clients across Texas and New Mexico.
AI-powered audit and finance automation platform that extracts and validates data from documents directly within Excel.
Pattillo, Brown & Hill's Audit automation is part of this use case:
Related implementations across industries and use cases
Searching 100+ page PDFs took up to 45 minutes per selection. Now, AI extracts evidence in the background for final human review.
Auditors spent hours matching invoices and confirmations by hand. AI agents now do the grunt work, freeing juniors for real judgment calls.
Manual multi-line coding bottlenecked a two-person firm. Now, an AI agent auto-splits line items and assigns accounts for human review.
Searching 100+ page PDFs took up to 45 minutes per selection. Now, AI extracts evidence in the background for final human review.
Auditors spent hours matching invoices and confirmations by hand. AI agents now do the grunt work, freeing juniors for real judgment calls.
Expense testing and reconciliations ate into audit hours; most AI couldn't trace to source. Agents now handle both inside Excel.
Adoption came easy; deep integration didn't. Lawyers seconded from billable work became legal engineers, then led change firm-wide.
Bond selection took days of manual review. Custom AI agents now surface risks, empowering analysts to execute trades in hours.
Hundreds of keys, one invoice line, no owners. Giving each key a name and purpose surfaced a ghost workload and a caching fix within weeks.
Trial balances reformatted by hand, once per district, 70 times each audit cycle. Now agents ingest any format and standardize across all.
An accounting and advisory firm with 200+ professionals serving 70+ school district clients and other local government entities across Texas and New Mexico.
Client data arrives disorganized and inconsistently formatted, often in large unwieldy PDFs that differ client to client. Repetitive audit...
“Once we got into Excel Agents, the possibilities started to open up. It performs a dual role, repeating monotonous tasks like a staff member would, but also executing whole workflows end-to-end, like building tests and checking compliance, which is something you expect at a more senior level.”
CPA and business consulting firm serving clients across Texas and New Mexico.
AI-powered audit and finance automation platform that extracts and validates data from documents directly within Excel.
Pattillo, Brown & Hill's Audit automation is part of this use case:
Related implementations across industries and use cases
Searching 100+ page PDFs took up to 45 minutes per selection. Now, AI extracts evidence in the background for final human review.
Auditors spent hours matching invoices and confirmations by hand. AI agents now do the grunt work, freeing juniors for real judgment calls.
Manual multi-line coding bottlenecked a two-person firm. Now, an AI agent auto-splits line items and assigns accounts for human review.
Searching 100+ page PDFs took up to 45 minutes per selection. Now, AI extracts evidence in the background for final human review.
Auditors spent hours matching invoices and confirmations by hand. AI agents now do the grunt work, freeing juniors for real judgment calls.
Expense testing and reconciliations ate into audit hours; most AI couldn't trace to source. Agents now handle both inside Excel.
Adoption came easy; deep integration didn't. Lawyers seconded from billable work became legal engineers, then led change firm-wide.
Bond selection took days of manual review. Custom AI agents now surface risks, empowering analysts to execute trades in hours.
Hundreds of keys, one invoice line, no owners. Giving each key a name and purpose surfaced a ghost workload and a caching fix within weeks.