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How to efficiently perform ITGC Access controls testing with Excel Agents

Use Excel Agents to streamline access reviews, reduce manual effort, and improve audit consistency for ITGC testing. Requires DataSnipper v26.1 or later.

DataSnipper Excel Agents bring intelligence directly into Excel. Describe your ITGC access controls testing procedure and the Agent executes it end to end, producing transparent and traceable output ready for review.

Prerequisites

  • DataSnipper v26.1 or later

  • Accelerate or Elevate DataSnipper package

  • Access to the internet

Video tutorial

What the video covers: opening the ITGC workpaper and importing supporting documents, initiating the Excel Agent, entering an instruction prompt, confirming the Agent's procedure plan, reviewing the completed output with Snips and explanations, and applying professional judgement before sign-off.

Step-by-step tutorial

  1. Open your ITGC Excel workpaper and import the relevant supporting documents.

ITGC workpaper with supporting documents imported

  1. Click the Excel Agent icon in the DataSnipper ribbon to initiate the Agent.

Excel Agent icon in the DataSnipper ribbon

  1. Enter your instruction in the prompt to tell the Agent what to do.

Entering an ITGC instruction in the Excel Agent prompt

  1. The Agent analyzes your instructions and summarizes the procedure it plans to perform. If the summary looks correct, confirm to proceed.

Agent procedure summary confirmation

  1. Once the procedure finishes, the Agent provides a detailed summary of the actions completed.

Excel Agent completion summary

  1. The workpaper now includes all generated outputs, with the relevant Snips and explanations for differences noted.

Completed ITGC workpaper with Snips and difference explanations

  1. Apply your professional judgement to review the output and make any required edits.

To learn how to write effective prompts for Excel Agents, see the prompting guide.

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