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TestGrid

Intelligent Excel audit testing engine

Turn Excel into an automated engine for data capture and audit testing.

TestGrid

What is TestGrid?

TestGridisanExcel-nativeadd-inthatautomatesyouraudittests.Fromdatacaptureandextractiontoreconciliationsandsubstantivetesting.Standardizeauditproceduresacrossengagements,reducemanualrisk,andmaintainfulltraceabilityofyourauditevidence.

How TestGrid helps?

Core Capabilities

When Agentic AI automates substantive testing

Work from everywhere

Native Power. Universal Access

Native Excel add-in for Windows. Office.js support for Mac and Excel on the web. So your team can work seamlessly across every environment.

  • Windows Native Add-in
  • macOS Compatible
  • Excel Online Compatible
  • Microsoft 365 Ready

Reconciliation Agents

AI-powered agents automatically reconcile datasets, identify differences, and highlight exceptions for rapid audit review.

  • Build on your firms methodology and way of working
  • Intelligent workflows that get it right, even when the data gets tough
  • Faster than ever - run in a fractions of the time
  • Templates that scale. Local or company-wide
  • Export & Import templates
Working Papers

Automate Working Papers

Your working papers. End-to-end automated by Glims. Standardize working papers across engagements with structured templates, automated testing, and consistent documentation. You firms methodology is your competitive advantages. Standardize and automate your way of working.

AI Data Capture

Capture larger data volumes instantly with AI-powered automations designed specifically for audit data.

  • Patterns - Repeat per line, page, document
  • AI chat extractions - Just say it
  • Document type specific extractions

Basic Data Capture

Automatically capture and structure data directly within Excel. Capture, import and organize information from multiple sources with speed and accuracy.

  • Text Clips - Extract specific text segments with precision
  • Sum Clips - Automatically calculate and verify totals
  • Validation & Exception Clips - Built-in flags
  • Table Clips - Single & multiple tables extraction
  • Search & Clip - Find and extract data patterns

Organize your data

Structure and organize your audit data in Excel to make analysis, reconciliations, and testing effortless.

  • Import documents from everywhere
  • Document Manager
  • Advanced Storage capabilities
  • Advanced document capabilities, PDF split, Smart OCR

Ready to turn Excel into an intelligent audit testing engine?

Discover how TestGrid automates data capture, reconciliations, and substantive testing, directly inside Excel. With a full audit trail.