CoSupport AI
What is Copilot Audit?
Copilot Audit is a specialized Excel add-in designed to streamline audit and finance tasks by integrating intelligent automation directly into Microsoft Excel. It enables auditors to import PDF documents, automatically match and cross-reference spreadsheet data with source files, and extract key information using advanced AI-powered tools. The platform supports features such as precise text, sum, and table extraction, delivering up to 99% data accuracy and reducing manual data entry by up to 80%.
With simple integration into the Excel ribbon, users can process large volumes of documents, organize supporting evidence, and ensure traceability in their audit workflow. Copilot Audit helps audit teams save time, minimize errors, and focus on high-value analysis without requiring advanced Excel skills, making it suitable for both individual professionals and larger teams.
Features
- PDF Import & OCR: Seamlessly import and process PDF documents directly within Excel, with optical character recognition for digitizing content.
- Smart Document Matching: Automatically identify and verify matching data between Excel spreadsheets and imported documents for true traceability.
- Advanced Snipping Tools: Extract text, sums, and tables from selected areas of documents into Excel with precision.
- Table Extraction: Recognize and extract data tables with customizable columns directly into your workbook.
- Sum Detection: Instantly detect, calculate, and verify numerical totals from imported documents.
- AI Agent: Leverage AI-powered assistance for automated processing and data extraction tasks.
- Seamless Excel Integration: All functionality embedded directly into the Excel ribbon for ease of use.
- High Accuracy: Achieve up to 99% accuracy on well-scanned documents using intelligent recognition technology.
- Batch Processing: Efficiently handle large document volumes with unlimited imports and snips on upper-tier plans.
- Enterprise Security: Offers SSO, SCIM provisioning, and compliance with Microsoft's add-in security standards.
Use Cases
- Automating repetitive audit data extraction tasks
- Cross-referencing audit samples with supporting documentation
- Validating numerical sums in financial statements
- Extracting and editing tables from PDF invoices or reports into Excel
- Documenting walkthroughs and control tests efficiently
- Accelerating financial audits by reducing manual data entry
- Ensuring compliance with audit standards via traceable documentation
- Streamlining documentation management for audit files
FAQs
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What is Copilot Audit and how can it help me?
Copilot Audit is an Excel add-in for auditors that automates PDF document processing and data extraction, saving up to 80% of manual work and reducing errors. -
How does the document matching feature work?
The tool allows users to select data in Excel and automatically finds and links matching information in imported documents for traceability and fast verification. -
What types of files can I import?
Currently, Copilot Audit supports PDF documents, with future updates planned for images and Word files. -
Can I use Copilot Audit on Mac?
Yes, Copilot Audit is compatible with Excel for Mac (Office 365 required) and works the same as on Windows. -
How accurate is the data extraction?
Copilot Audit provides up to 99% accuracy for text extraction from clear, well-scanned documents, with intelligent error-checking tools.
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Copilot Audit Uptime Monitor
Average Uptime
100%
Average Response Time
385.85 ms
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