Learn how to streamline access reviews, reduce manual effort, and improve audit consistency for ITGC access controls testing with Excel Agents.

DataSnipper Excel Agents move beyond automation to bring intelligence directly into Excel. Instead of working through manual steps, you describe what you want to achieve and the agent takes care of the execution. From reading source documents and reconciling data to applying audit and finance logic, Excel Agents execute complete tests end to end. The result is transparent, explainable output that is fully traceable back to the underlying evidence and ready for review.

The walkthrough shows importing ITGC supporting documents, prompting an Excel Agent to perform the access controls test, confirming the planned procedure, and reviewing the agent's output and snips.

1. Open your ITGC Excel workpaper and import the relevant supporting documents.

2. To start the Excel Agent, click the icon in the DataSnipper ribbon.

3. Enter your instruction in the prompt to tell the Excel Agent what to do.

4. The Excel Agent analyses your instructions and summarises the procedure it plans to perform. If the summary looks correct, confirm to proceed.

5. Once the procedure finishes, the Excel Agent provides a detailed summary of the actions completed.

6. The workpaper now includes all generated outputs, along with the relevant snips and explanations for the differences noted.

7. Use your professional judgement to review the output and make any required edits.

To understand how to structure prompts effectively, see How to write effective prompts for Excel Agents.