Using an Excel agent to clean, validate, and reconcile data

For organizations to process large volumes of data daily, professionals often spend substantial time cleaning and preparing data before they can perform analysis, testing, or reconciliation. Multiple Excel-integrated artificial intelligence (AI) tools have recently become available to enhance the auditor’s capabilities. They include ChatGPT for Excel, Claude for Excel, and specialized audit-centric tools like DataSnipper. These tools promise to reduce the manual burden of repetitive data preparation while supporting a clearer and more reviewable audit trail.

Author: Gang (Ernest) Pan, Ph.D., and Li Wang, CPA/ABV, Ph.D.