AI for Audit & Finance

Built where your team already works: Excel

Modern finance and audit teams do not just need faster outputs — they need outputs that can stand up to review, inspection, and compliance scrutiny. AI is only valuable when every conclusion can be verified against source evidence and governed with transparency

Too much
PDF-to-Excel work

Teams still spend hours copying values from invoices, bank statements, contracts, and reports into spreadsheets.

Reconciliations take too long

Tie-outs, sampling, and support matching consume valuable time and still leave room for error.

Evidence is hard to review

Reviewers, partners, controllers, and regulators want to see exactly where each number came from

AI Audit

Reduce manual testing, reconciliations, document review, and workpaper preparation with AI-enabled workflows that produce faster, cleaner, and fully traceable results

AI Finance: Our Approach

Use a 4-step process:
- Diagnostic – identify the highest-friction audit/finance workflow.
- Pilot – apply AI-enabled Excel workflows to one real process.
- Scale – extend across reconciliations, testing, and review.
- Govern – ensure traceability, controls, and adoption.

Mexico:
be ready when SAT asks for proof

Review CFDIs against accounting records.
Organize support for deductions and transactions.
Build defense files with linked source evidence.
Reduce scrambling when SAT requests documentation