Introducing Agent Builder: Turn Proven Workflows into Reusable Agents

That one procedure was an early signal. But, firms doing serious work with Excel Agents weren’t just running one-off queries. They were building internal prompt banks and injecting their methodology into specific agentic operations.

Agent builder is what comes next. You decide what an (Excel) Agent should do. You define the procedure once. Your team runs it across every engagement.

Turn proven workflows into reusable agents

Excel Agents execute the procedures. Agent Builder lets you say what counts as a procedure in your firm: which steps, in what order, with which exceptions, in which workpaper format. 

Take a three-way reconciliation between purchase orders, supplier invoices, and goods receipts. Today, a senior walks a junior through the firm's approach on day one of fieldwork, then re-explains it when a new joiner picks up the next sample.

With Agent Builder, the senior writes the agent once. They describe the goal in plain English: the matching logic, what to mark as agreed, how to treat unmatched items, and which workpaper format to populate. They test it in a real workbook. When it produces the result they want, they publish it. 

The first-week associate then runs the same agent that the senior built. Your methodology doesn't change; how the procedure is executed does. 

Agents that work exactly the way you would 

Each agent captures the steps, logic, and decisions behind a workflow so it is executed the same way every time. This allows you to turn an agentic workflow that worked once into a repeatable, guided process for the rest of your team.  

Teams can easily share these agents across engagements, turning proven approaches into standard practice. Changes in your methodology can be easily applied to Agents, tested, and re-shared with your wider team. 

The result is consistent, high-quality work across every audit and finance process. Your best way of working becomes available to everyone.

A fundamental change from executing to reviewing work 

While your own custom Agents handle execution, your team instead refocuses their hours to reviewing what the agents have done, optimizing Agent output, applying their judgment, and proactively deep-diving results. 

Structuring how your team operates with Agents allows for fewer mistakes, less variance in Audit Quality, and a team with the time to focus on higher value engagements.

A simple way to build your own AI-based workflows 

To build a custom Agent, you’re using your natural language to define an agent’s goals, behavior, and instructions. Specify which procedures the agent should execute and how it should execute them, and add any clauses or exceptions where needed. 

Once created, simply publish your Agents and share them across the organization, or keep them private for personal use. Your agents can be selected and used directly in Excel through Excel Agents when the work requires you to dive in.

Agents that are reliable, can be trusted, and governed

Unlike generic AI tools, Agents built in Agent Builder are governed, fully traceable, and built on DataSnipper’s enterprise-grade platform – SOC II compliant and designed for the accountability standards your work demands.

Automate any audit and finance workflow with Agent Builder

With Agent Builder, you can create agents for any procedure.

Whether it’s Batch Payment testing, Royalty Calculations, Test of Details, K1-statement, Reconciliations, or an expansive review of Digital Asset Holdings. Anything goes, the world of automation at your fingertips. 

It's especially valuable for frequently repeated procedures, where the cost of inconsistency adds up fast, such as revenue testing and bank reconciliations. It’s also particularly powerful for workflows that require a specific company opinion, like financial modeling and standardized workpaper reporting. 

Any team member can run these agents, regardless of their experience level or familiarity with AI. A junior auditor gets the same quality of execution as your most experienced senior. The expertise is baked in. 

We are excited to see what you’ll build. 

Get started with Agent Builder 

Ready to try Agent Builder? Book a demo, and our sales team will walk you through it.