TestGrid
Turn Excel into an automated engine for data capture and audit testing.
What is TestGrid
When agentic AI automates substantive testing
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.
AI-powered agents automatically reconcile datasets, identify differences, and highlight exceptions for rapid audit review.
Your working papers. End-to-end automated by Glims. Standardize working papers across engagements with structured templates, automated testing, and consistent documentation. Your firm's methodology is your competitive advantage. Standardize and automate your way of working.
Capture larger data volumes instantly with AI-powered automations designed specifically for audit data.
Automatically capture and structure data directly within Excel. Capture, import and organize information from multiple sources with speed and accuracy.
Structure and organize your audit data in Excel to make analysis, reconciliations, and testing effortless.
From documents to documented tests
Step 1Import
Pull evidence from PBCLink, a shared drive or your desktop. TestGrid splits PDFs,
runs smart OCR and organises everything in the document manager.
Step 2Capture
Use clips for precise values and totals, patterns for repeating structures, or simply ask in chat. Every value lands in Excel with its source attached.
Step 3Test
Choose a reconciliation agent built on your methodology. It matches, identifies differences and posts exceptions to the sheet as it goes.
Step 4Document
The working paper fills itself: objective, procedure, result, evidence. Review in Excel or push straight to GLAS.
TestGrid supports all formats of documents used for audit test from PDFs and scanned images to excel, msg and word files.
Discover how TestGrid automates data capture, reconciliations, and substantive testing, directly inside Excel. With a full audit trail.
TestGrid
Turn Excel into an automated engine for data capture and audit testing.
What is TestGrid
When agentic AI automates substantive testing
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.
AI-powered agents automatically reconcile datasets, identify differences, and highlight exceptions for rapid audit review.
Your working papers. End-to-end automated by Glims. Standardize working papers across engagements with structured templates, automated testing, and consistent documentation. Your firm's methodology is your competitive advantage. Standardize and automate your way of working.
Capture larger data volumes instantly with AI-powered automations designed specifically for audit data.
Automatically capture and structure data directly within Excel. Capture, import and organize information from multiple sources with speed and accuracy.
Structure and organize your audit data in Excel to make analysis, reconciliations, and testing effortless.
From documents to documented tests
Step 1Import
Pull evidence from PBCLink, a shared drive or your desktop. TestGrid splits PDFs,
runs smart OCR and organises everything in the document manager.
Step 2Capture
Use clips for precise values and totals, patterns for repeating structures, or simply ask in chat. Every value lands in Excel with its source attached.
Step 3Test
Choose a reconciliation agent built on your methodology. It matches, identifies differences and posts exceptions to the sheet as it goes.
Step 4Document
The working paper fills itself: objective, procedure, result, evidence. Review in Excel or push straight to GLAS.
TestGrid supports all formats of documents used for audit test from PDFs and scanned images to excel, msg and word files.
Discover how TestGrid automates data capture, reconciliations, and substantive testing, directly inside Excel. With a full audit trail.
