Auditors spent hours matching invoices and confirmations by hand. AI agents now do the grunt work, freeing juniors for real judgment calls.
A financial services-focused audit and consulting firm in the Cayman Islands, part of a major global network of assurance, tax, and consulting experts.
The audit team faced high volumes of repetitive manual testing across expense vouching, investment verification, and year-end balance sheet accounts,...
“DataSnipper Excel Agents have taken automation to the next level for our teams, helping us get even more value from the snipping and matching functionality we already use. With agent-driven document matching and verification, we have been able to significantly reduce the time spent on manual repetitive tasks. For some audit procedures, the time spent has decreased by as much as 90%.”
Audit, tax, and advisory services provider for global and local businesses.
AI-powered audit and finance automation platform that extracts and validates data from documents directly within Excel.
RSM Cayman's Audit testing 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.
Expense testing and reconciliations ate into audit hours; most AI couldn't trace to source. Agents now handle both inside Excel.
Auditors spent hours manually synthesizing data across systems. An AI agent now surfaces key patterns, freeing teams for expert judgment.
Searching 100+ page PDFs took up to 45 minutes per selection. Now, AI extracts evidence in the background for final human review.
Trial balances reformatted by hand, once per district, 70 times each audit cycle. Now agents ingest any format and standardize across all.
Drafts bounced between analysts and managers for days; decks took weeks. Copilot reclaims those hours for the judgment clients pay for.
Fact-finding across years of dispute docs ran on keyword recall. Now critical answers surface mid-hearing, not after the witness steps down.
Hours searching SharePoint, days waiting for QA, reports rewritten when templates changed. Now two agents answer instantly from live docs.
Finance spent six hours stitching four data sources into fully burdened cost models. Now, they use AI to generate them in minutes.
Auditors spent hours matching invoices and confirmations by hand. AI agents now do the grunt work, freeing juniors for real judgment calls.
A financial services-focused audit and consulting firm in the Cayman Islands, part of a major global network of assurance, tax, and consulting experts.
The audit team faced high volumes of repetitive manual testing across expense vouching, investment verification, and year-end balance sheet accounts,...
“DataSnipper Excel Agents have taken automation to the next level for our teams, helping us get even more value from the snipping and matching functionality we already use. With agent-driven document matching and verification, we have been able to significantly reduce the time spent on manual repetitive tasks. For some audit procedures, the time spent has decreased by as much as 90%.”
Audit, tax, and advisory services provider for global and local businesses.
AI-powered audit and finance automation platform that extracts and validates data from documents directly within Excel.
RSM Cayman's Audit testing 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.
Expense testing and reconciliations ate into audit hours; most AI couldn't trace to source. Agents now handle both inside Excel.
Auditors spent hours manually synthesizing data across systems. An AI agent now surfaces key patterns, freeing teams for expert judgment.
Searching 100+ page PDFs took up to 45 minutes per selection. Now, AI extracts evidence in the background for final human review.
Trial balances reformatted by hand, once per district, 70 times each audit cycle. Now agents ingest any format and standardize across all.
Drafts bounced between analysts and managers for days; decks took weeks. Copilot reclaims those hours for the judgment clients pay for.
Fact-finding across years of dispute docs ran on keyword recall. Now critical answers surface mid-hearing, not after the witness steps down.
Hours searching SharePoint, days waiting for QA, reports rewritten when templates changed. Now two agents answer instantly from live docs.
Finance spent six hours stitching four data sources into fully burdened cost models. Now, they use AI to generate them in minutes.