Copilot Audit is an Excel add-in specifically designed for auditors that automates document processing and data extraction.
Features
Document Import
Import and process PDF documents with ease. Support for additional formats coming soon.
Smart Document Matching
Automatically match and verify data between Excel and your supporting documents.
Advanced Snipping Tools
Extract text, tables, and sums from documents directly into Excel with precision tools.
Table Extraction
Intelligent table recognition and extraction with customizable column management.
Sum Detection
Automatically detect and verify numerical sums from your documents.
Document Management
Efficiently organize and manage your audit documentation in one place.
Excel add-in
Easily integrate and analyze your data directly within Excel using our specialized add-in.
Team collaboration
Facilitates seamless collaboration within teams, allowing multiple users to work together efficiently.
Advanced analytics
Provides in-depth analysis capabilities to gain better insights from your data, helping in informed decision-making.
Custom integrations
Offers tailored integration solutions to fit the specific needs of large organizations, ensuring compatibility with existing systems.
Advanced Snipping Tools
Extract text, tables, and sums from documents directly into Excel using precision tools for enhanced data manipulation.
Importation de Documents
Import and process PDF documents with ease, offering additional format support in future updates.
Correspondance Intelligente de Documents
Automatically match and verify data between Excel and supporting documents, providing clear traceability.
Outils de Capture Avancés
Extract text, tables, and sums directly into Excel with precision tools, reducing manual data entry.
Extraction de Tableaux
Smart recognition and extraction of tables with customizable column management.
Détection de Sommes
Automatically detect and verify numerical sums in documents.
Gestion Documentaire Bientôt disponible
Organize and manage audit documentation efficiently in one place, coming soon.
Smart Search (Coming Soon)
Plans to introduce a feature for instantly searching across all uploaded documents, including various formats, to easily locate information such as invoice numbers across supporting files.
Snips creation
Create Snips to document your tests, extracting selected items from your source document and establishing a reference for easy reviewing.
Easily match documents
Automatically matches Excel data with supporting documents like invoices, using AI to find correct text, date, or number, and creates a reference to your sample data.
Extract at scale
Extracts data from a batch of similar documents by copying the logic from one document across others and generating results in Excel.
Walkthroughs
Document your entire audit process from start to finish, including establishing internal controls that are relevant to your risk assessment. This feature makes it easy to share and review procedures.
Cross-reference with source
Create Snips to select and extract items from source documents. These Snips automatically create references between the documents, simplifying the process of auditing and reviewing evidence.
Smart search
Instantly search across all uploaded documents, such as PDFs, images, and scans with handwritten text. This feature accounts for various date formats and provides an overview of documents related to Tests of Detail, such as invoices and bank statements.
Automatic document matching
Automatically match Excel data with supporting documents like invoices and contracts through AI, finding correct text, dates, or numbers and creating references.
Document Walkthroughs
Documents the audit process from initiation to recording, making it easy to share and review with relevant internal controls.
Cross-reference with Source
Allows the creation of Snips to extract items from a source document and automatically creates a reference, simplifying auditing and evidence review.
Excel Integration
Seamlessly integrates with Microsoft Excel to save 80% of time on audit processes with 99% accuracy in document processing.