Boost Audit and Finance Productivity with Copilot Audit

Copilot Audit is an Excel add-in specifically designed for auditors that automates document processing and data extraction. It allows you to import PDF documents directly into Excel, automatically match data between your spreadsheets and documents, and extract specific information using smart capture tools. This can save you up to 80% of manual audit work and significantly reduce errors.

Document matching allows you to select data in Excel (such as dates, amounts, invoice numbers) and automatically find matching information in your imported documents. The system analyzes your documents and identifies where the matching data appears, creating a direct link between your Excel data and source documents. This ensures clear traceability and eliminates manual verification.

Currently, Copilot Audit supports PDF documents. Future updates will include support for other formats such as image files (JPG, PNG), Microsoft Word documents, and more. The system is designed to extract text and data regardless of document format or structure.

Snips are powerful extraction tools that allow you to capture specific information from your documents. There are three types: Text Snips extract text from a selected area, Sum Snips automatically add up numbers in a selected area, and Table Snips extract entire data tables that you can then edit and format in Excel. Simply select an area in your document and choose the appropriate Snip tool.

Copilot Audit offers flexible pricing options, with subscriptions starting from €40 per month (for 1 user) or €30 per month (for 3 users). We offer a 14-day free trial with no credit card required, as well as discounts for team and enterprise deployments. Check our pricing page for more details or contact our sales team for a custom quote.

Yes, data security is our priority. Copilot Audit processes as much of your documents locally in Excel as possible. We do not store your documents or data on our servers. Additionally, the add-in complies with Microsoft's security standards for Office add-ins.

No special Excel skills are required. Copilot Audit is designed with an intuitive interface that integrates directly into your Excel ribbon. If you know how to use basic Excel features, you'll be able to use Copilot Audit. We also provide comprehensive documentation and video tutorials to help you get started.

Copilot Audit achieves 99% accuracy for text extraction from clear, well-scanned documents. Our intelligent recognition system can handle various document layouts, fonts, and formats. For complex documents or poor-quality scans, our verification tools help you quickly spot and correct any discrepancies.

Yes, Copilot Audit is compatible with Excel for Mac (Office 365 subscription required). All features work the same way on both Windows and Mac, ensuring a consistent user experience regardless of your operating system.

No, there is no limit to the number of documents you can process with Copilot Audit. You can process as many documents as you need.