DocuMatch for Excel

DocuMatch is an Excel-based solution that helps audit, accounting, and finance teams match spreadsheet data to supporting documents and extract relevant information from files.

It is designed for professionals who work with large volumes of documentation such as invoices, confirmations, contracts, and working papers, and need an efficient way to validate and review data within their existing Excel workflow.

With DocuMatch, users can link Excel values directly to source documents, search across multiple files, and match text, numbers, dates, and amounts. Results are shown directly in Excel, making it easy to review, trace, and document supporting evidence without switching between tools.

DocuMatch addresses common challenges such as time-consuming manual searches, fragmented document review processes, and lack of traceability between reported figures and source documentation. By reducing repetitive work and improving consistency, teams can work faster and with greater confidence.

Typical use cases include audit procedures, invoice and transaction validation, reconciliation work, and general document review processes within finance and accounting environments.

Licensing: Every new user receives a fully featured 30-day free trial when signing in with their Microsoft Entra ID. No separate registration is required—your DocuMatch workspace is created automatically on first sign-in. After the trial period, an active DocuMatch subscription is required to continue using the add-in.

Learn more at https://www.documatch.com.