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.
Manual multi-line coding bottlenecked a two-person firm. Now, an AI agent auto-splits line items and assigns accounts for human review.
Officers hand-checked vendor compliance and stitched procurement docs from scattered files. Now a bot and AI handle both.
Drafts bounced between analysts and managers for days; decks took weeks. Copilot reclaims those hours for the judgment clients pay for.
Hours searching SharePoint, days waiting for QA, reports rewritten when templates changed. Now two agents answer instantly from live docs.
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.
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.
Manual multi-line coding bottlenecked a two-person firm. Now, an AI agent auto-splits line items and assigns accounts for human review.
Officers hand-checked vendor compliance and stitched procurement docs from scattered files. Now a bot and AI handle both.
Drafts bounced between analysts and managers for days; decks took weeks. Copilot reclaims those hours for the judgment clients pay for.
Hours searching SharePoint, days waiting for QA, reports rewritten when templates changed. Now two agents answer instantly from live docs.
Auditors spent hours matching invoices and confirmations by hand. AI agents now do the grunt work, freeing juniors for real judgment calls.