Moby Audit for Excel

AI built for financial auditors, right inside Excel.

Moby is an Excel add-in for audit firms and accounting practices. It runs your audit tests, ties out financial statements and analyzes the general ledger, then hands back clean, documented Excel files. Every figure it writes stays linked to the document it came from, so review is fast and the audit trail is built while you work.

Automated audit testing

Point the agent at your documents. It sorts, matches and analyzes them, runs the test and hands back a documented workpaper following your firm's methodology. Up to 200 documents, around 4,000 pages, in minutes.

• Invoices, bank statements, confirmations, purchase orders and contracts read automatically
• Built-in OCR for scanned documents and PDF tables
• Click any cell to open its source document beside the sheet, with the figure highlighted
• Exceptions flagged for your review, never corrected silently

Financial statement tie-out

Drop in the statements and the trial balance. Moby checks every line, ticks each verified figure on the PDF and flags what does not agree.

• Statements tied to the trial balance and to the prior year
• Every sum and subtotal recomputed
• Two versions of a document compared in seconds

General ledger analysis

Moby prepares the analytical review from the ledger and returns an Excel workbook laid out for sign-off.

• Mapped trial balance and statements with ratios, N against N-1
• Variances quantified against your own thresholds
• Accounts and entries to investigate, with client questions drafted

How it works

1. Open the Moby pane from the Excel ribbon and drop in your documents
2. Run a workflow, or ask the agent to complete the sheet end to end
3. Review what is flagged, correct in one click, and hand over a documented file

Security

• No AI training on your data
• EU and US data residency, GDPR compliant, encrypted in transit and at rest
• SOC 2 Type II certified, with regular penetration testing
• Strict data isolation per firm
• Microsoft 365 SSO, role-based access and full audit logging

Requirements

• Microsoft Excel (Desktop)
• An active Moby Analytics subscription. Enterprise deployment with SAML and SSO is available from 50 licenses.

To open an account or book a demo, contact contact@mobyanalytics.com or visit www.mobyanalytics.com. Backed by Y Combinator.