12 Excel Agents
Use Cases for Audit & Finance Execution

Audit and finance teams are under growing pressure to deliver more rigorous, consistent work without adding headcount or compromising on quality. Yet many procedures still rely on manual coordination across tools, documents, and steps, leaving room for error and making it harder to scale.

This eBook explores how Excel Agents execute end-to-end audit and finance workflows directly in Excel, and how Agent Builder turns those workflows into reusable agents your entire team can run.

What's inside

• Batch payment and bank reconciliations
• AP approval matrix and access control testing
• Payroll, inventory pricing, and royalty calculation testing
• SOC report exception analysis and control objective mapping
• Data consolidation from multiple unstructured sources

Every workflow is executed with embedded, traceable evidence, so results are review-ready from the start.

If your team is ready to move from step-by-step coordination to complete, consistent workflow execution, download the eBook and see it in practice.