Tests of Details
Automatically extract and cross-reference supporting documentation for your audit sample. Share a 'ready-to-go' Excel file with your team, easy to open and review.
Easily match documents
Automatically match Excel data with supporting documents like invoices, bank statements, and contracts. This AI-powered feature finds the correct text, date, and/or number in a source document and automatically creates a reference to your sample data.
Cross-reference with source
Easily create Snips to establish or adjust your test of detail. A Snip extracts selected items from your source document and automatically creates a reference between the two. This makes auditing and reviewing evidence very easy.
Extract at scale
Extract relevant data items from a batch of similar documents. Simply Snip data items from one document, and Copilot Audit applies the same logic to other documents and generates the Snips in Excel.
Smart search
Instantly search across all uploaded documents, including PDFs, images, and scans with handwritten text. Smart search accounts for different date formats and gives an overview of Test of Detail documents with an invoice number, showing all matches in supporting files like delivery notes, invoices, and bank statements.
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Why choose Copilot Audit
- Seamless integration with Microsoft Excel
- 80% time saved on audit processes
- 99% accuracy in document processing