Learn how to efficiently perform a batch payment testing procedure using Excel Agents in DataSnipper for Excel.
What are Excel Agents?
DataSnipper Excel Agents move beyond automation to bring intelligence directly into Excel. Instead of working through manual steps, you simply 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.
Prerequisites
DataSnipper v26.1 or later
Accelerate or Elevate DataSnipper package
Access to the internet
Video tutorial
What the video covers
The video walks through how to run batch payment testing with Excel Agents, from importing supporting documents into the workpaper to prompting the Agent and reviewing the generated snips and output. It demonstrates the full workflow described in the step-by-step tutorial below.
Step-by-step tutorial
Open your Batch Payment Testing Excel workpaper and import the relevant supporting documents.
To initiate the Excel Agent, click on the icon within the DataSnipper ribbon.
Enter your instruction in the prompt to tell the Excel Agent what to do.
The Excel Agent analyzes your instruction and summarizes the procedure it plans to perform. If the summary looks correct, confirm to proceed.
Once the procedure finishes, the Excel Agent provides a detailed summary of the actions completed.
The workpaper now includes all generated outputs, along with the relevant snips and Excel formulas wherever required.
Use your professional judgement to review the output and make any required edits.
To understand how to structure prompts effectively, review this article.