Agent LibraryProven audit and finance agents, ready to go
Discover our library of agents built and tested by our experts, fully customizable to meet your methodology.
Discover our library of agents built and tested by our experts, fully customizable to meet your methodology.
Our agents work directly in DataSnipper Excel Agents. Let your team automate end-to-end workflows. No need to start from scratch or check for consistency every time.
Scale best practices across teams and engagements
Speed up onboarding for new team members
Improve consistency and accuracy
Free up time for high-value work
Governed by design: Whichever option you choose, every step is traceable and every result is defensible.
4.9 / 5
4.6 / 5
4.6 / 5
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The Agent verifies credit memos are supported by a valid customer request or RMA and approved within delegated authority limits.
The Agent matches the purchase order, goods receipt, and vendor invoice so quantities, prices, and terms agree before the payable is recorded.
The Agent reviews manual and top-side revenue journal entries for valid business rationale and supporting evidence.
The Agent tests capital additions for existence and proper capitalization versus expense using invoices and asset support.
The Agent matches cash receipts to open receivables and confirms correct application to customer accounts.
The Agent tests that net proceeds recompute, prorations are correct, fees are supported, and the journal entry ties to the statement.
The Agent prepare the selected Portfolio-Company Metric Extraction to Valuation Model workpaper using the supplied evidence, workbook logic, and procedure criteria for human review.
The Agent prepare the selected Client Trust (IOLTA) Three-Way Reconciliation workpaper using the supplied evidence, workbook logic, and procedure criteria for human review.
The Agent tests that each contract's liability and data-processing terms are within policy and properly documented.