AI agents

Automate
your audit testing

Drop in the sample and the documents. The agent sorts and matches them, extracts the values your template expects, and fills in the workpaper — every figure linked to its supporting document.

Book a demoSee how it works
200documents processed at once
10+AI audit test templates
1 clickfrom the cell to the supporting document

How it works

Three steps from document pile to documented test.

1 · Drop

Your sample in Excel, the documents in bulk: PDFs, scans, images, emails. Moby splits and sorts the batches — even a 300-page mixed PDF.

2 · The agent runs

It matches each document to its row, extracts the values your columns expect and fills in the workpaper — up to 200 documents per batch.

3 · You review

Every written figure is linked to its exact zone in the document. One click opens it. You validate, annotate, sign off.

Your methodology

Ready-made templates —
or your own.

The agent works in your sheet, following your method — not in a separate tool.

  • A library of ready-to-use workpapers: tie-outs, reconciliations, tests of details
  • Save your own templates — values, formulas and formatting included
  • Shared firm-wide, with version control
  • The audit trail is embedded in the Excel file: it survives sharing and copy-paste

Use cases

What the agent runs for you.

Tests of details

Tie a sample to its documents: invoices, contracts, statements — values extracted and referenced.

Reconciliations

Two tables, one match: invoices ↔ payments, with formulas and difference columns written into the sheet.

Sorting bulk documents

A mixed PDF of documents goes in; named, sorted files come out.

Scanned tables

A table on a scanned page becomes a working Excel table.

Frequently asked questions

How many documents can the agent handle at once?

Up to 200 documents per batch — around 4,000 pages — in minutes. Chain batches for larger samples.

How does the agent know what to extract?

From your columns: the headers of your workpaper define the values it looks for. The agent proposes a plan and you approve it before anything runs.

Can I enforce my firm's methodology?

Yes. Save your templates — values, formulas and formatting — to the firm library, with version control. The agent works inside them.

Does traceability survive sharing the file?

Yes. The referencing is embedded in the Excel file itself: it follows cells through copy-paste and stays available to a reviewer who opens the file.

Where do my documents go?

They are stored on Microsoft Azure, in the EU or US depending on your location, and are never used to train AI models.

Let's talk

See Moby run in your Excel.

Book 20 minutes — we'll run a live tie-out and a general ledger analysis on a sample file.

Reply within one business day · No commitment

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