AGTT SmartSuite
بواسطة AGTT B.V.
Document extraction, client questions, and audit tools for Excel
Transform your audit workflow with AGTT SmartSuite—the comprehensive Excel add-in built specifically for audit professionals.
What problems does AGTT SmartSuite solve?
Stop wasting time on manual data entry. SmartSuite's DocSnap feature uses advanced OCR technology to automatically extract data from invoices,
receipts, and scanned documents directly into your Excel workbooks. Simply upload a PDF or image, and watch as amounts, dates, and text are detected
and mapped to your spreadsheet—no more tedious typing.
Never lose track of client questions again. The Questions module helps you collect, organize, and professionally report client inquiries throughout
your audit engagement. Track responses, mark follow-ups, and generate clean documentation for your working papers.
Access your audit workspace instantly. Built-in shortcuts connect you directly to Power BI/Fabric analytics, AGTT Hub for project collaboration, and
client-specific OneDrive folders—automatically detected from your Excel filename. No more hunting through folder structures.
Who benefits from AGTT SmartSuite?
- External auditors conducting financial statement audits
- Internal audit teams performing operational reviews
- Accounting professionals managing client engagements
- Financial analysts extracting data from documents
- Audit firms seeking workflow standardization
Key capabilities:
DocSnap Document Extraction: View PDFs and images side-by-side with Excel. Auto-detect values with OCR, manually select text with drag-and-drop, or
calculate sums across multiple line items. Supports multi-page documents with bi-directional Excel↔PDF mapping.
Questions Tracking: Dual-storage system (Excel Custom Properties + worksheet) ensures your client questions are never lost. Event-driven
synchronization keeps everything up-to-date automatically.
Smart Shortcuts: Client detection from filename patterns (*_auditfirm_clientname.xlsx) automatically opens relevant OneDrive folders and templates.
One-click access to AGTT Hub, Power BI, and data integrity tools.
Flexible Licensing: Free tier includes basic features. Professional and Premium tiers unlock advanced document extraction, AI analysis, statistical
sampling, and priority support.
Why choose AGTT SmartSuite?
Built by audit professionals for audit professionals. AGTT SmartSuite integrates seamlessly with your existing Excel workflows—no learning curve, no
complex setup. Just install the add-in and start working smarter.
Get started today and reclaim hours of audit time.
إمكانات التطبيق
- يمكنها قراءة مستندك وإجراء تغييرات عليه
- يمكنها إرسال البيانات عبر الإنترنت