Audit Testing Add-In

Enable connected attribute-based testing between Microsoft Excel and Workiva

The Audit Testing Add-In allows audit teams to perform attribute-based testing in Microsoft Excel while ensuring conclusions and testing details are reflected in Workiva.

Auditors rely on Microsoft Excel to review large datasets, evaluate attributes, and apply professional judgment. Without integration, testing often occurs outside the system of record, requiring duplicate entry and limiting visibility for reviewers.

With the Audit Testing Add-In, teams can:

• Evaluate attributes and explicitly set conclusions as Pass, Fail, or Not Applicable
• Place visual indicators on cells or ranges to document how evidence supports each conclusion
• Associate testing with specific samples within a file
• Work with large, complex Microsoft Excel files in their native format
• Have attribute conclusions reflected in the Workiva testing matrix

Managers and reviewers gain visibility into what was tested, what conclusion was reached, and how the evidence supports that conclusion, helping maintain structured, review-ready documentation within Workiva.

*This add-in is intended only for currently subscribed Workiva users.