Datasnipper

AI Agents

Prebuilt Agents give you a tested starting point for common procedures.

Getting started with Prebuilt Agents

Use Excel Agents to automate revenue testing end to end, from reading source documents to reconciling data and producing traceable output. Requires DataSnipper v26.1 or later.

How to efficiently perform Revenue testing with DataSnipper Excel Agents

Use Excel Agents to run batch payment testing end to end: import evidence, prompt the Agent, confirm the plan, and review the traceable output.

How to efficiently perform Batch Payment testing with Excel Agents

How to use DataSnipper Excel Agents to automate complex royalty calculations, with fully traceable output linked back to source documents.

How to efficiently perform Royalty Calculations with Excel Agents

Use DataSnipper Excel Agents to streamline ITGC access controls testing: import evidence, prompt the agent, confirm the plan, and review the traceable output. Requires v26.1 or later.

How to perform ITGC access controls testing with Excel Agents

Use Excel Agents to verify compliance with approval policies and prevent control breakdowns in AP Approval Matrix testing. Requires DataSnipper v26.1 or later.

How to efficiently perform AP Approval Matrix testing with Excel Agents

Use Excel Agents to automate Trial Balance and Financial Statements reconciliation end to end. Requires DataSnipper v26.1 or later.

How to efficiently perform Trial Balance and Financial Statements reconciliation with DataSnipper Excel Agents

Build and run a custom walkthrough agent using Agent Builder, demonstrated with a Purchases and Payables walkthrough example. Requires DataSnipper v26.1 or later.

Agent Builder - How to create and use custom Agents with DataSnipper Agent Builder - Walkthrough procedure

Build and run a reusable custom agent in DataSnipper Agent Builder, with a loan amortization testing example covering goals, behavior, instructions, and execution in Excel. Requires v26.1 or later.

Agent Builder - How to create and use custom Agents with DataSnipper Agent Builder

Practical guidance for building reliable, reusable custom Agents in Agent Builder: naming, goals, behavior, instructions, testing, and sharing.

Best practices for creating custom Agents with Agent Builder

Industry-standard prompt engineering best practices applied to DataSnipper Excel Agents, with structured examples for finance and audit workflows.

How to write effective prompts for Excel Agents

Prebuilt Agents give you a tested starting point for common procedures. Follow these best practices to prepare, customize, and rely on them with confidence in your engagements.

Best practices for using Prebuilt Agents

Three separate controls govern the audit/activity log in Excel Agent. The 21 August release note describes one of them.

Note: The Product/Engineering team will soon implement a change to prevent…

Excel Agents Audit/Activity Log

Excel Agents

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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