Summarize financial information into a concise management summary.
Assist Pro → AI Tools → Audit AI → Financial Summary
This Business or Audit AI menu is available with Pro+ in the supplied ribbon.
Open the tool and follow its prompts. Use a copy of your workbook when trying an action for the first time, then check the result.
Browse all toolsSelect the relevant text or notes in Excel; avoid including unrelated confidential material. On Assist Pro › AI Tools › Audit AI, choose Financial Summary to summarize financial information into a concise management summary. Review and edit the suggested wording against actual evidence, policies and engagement-specific facts before including it in an audit file.
Drafting initial audit documentation from evidence or review notes for professional checking.
Reduces the first drafting pass on audit findings and review notes by helping summarize financial information into a concise management summary; professional review remains necessary.