Excel CAAT - Computer-Assisted Audit Techniques

📊 Data Profiling

Instantly analyze column statistics: Total, Count, Min, Max, Average, Median, Quartiles, and Data Type validation.

🚨 Outlier Analysis

Detect abnormal values using IQR, Z-score, or Percentile methods to flag unusual transactions and data entry errors.

📉 Benford's Law

Detect anomalies in financial data using 1-3 digit analysis with automatic deviation highlighting and visual charts.

📉 Stratify Data

Analyze data distribution using Equal Intervals, Pareto (80/20) Analysis, or Custom Cut-offs to identify material items and anomalies.

🔀 Cross Tabulate

Build a lightweight pivot table with Count/Sum/Average aggregations and row/column/grand totals.

🔍 Find Duplicates

Quickly identify and list duplicate values in any selected range to ensure data integrity. Sort by value or frequency.

🗑️ Delete Duplicates

Remove duplicate rows directly in Excel, keeping the first or last occurrence.

⛓️ Gap Analysis

Find missing sequential numbers (e.g., missing invoice numbers) in your datasets.

🔗 Fuzzy Match

Find near-duplicate text values using Levenshtein distance, within a column or across two columns.

🎲 Random Sampling

Select a reproducible random sample (fixed count or %) using a seeded PRNG for audit testing.

🧮 Stratified Random Sampling

Sample independently within each stratum so every risk group is represented.

💰 Monetary Unit Sampling

PPS (cumulative-total) sampling using AICPA/ISA reliability factors for financial audit populations.

⏳ Aging Analysis

Bucket transactions by age (0-30 / 31-60 / ... / >180 days), default or custom.

✅ Row Tagging / Ticking

Mark rows as Reviewed, Flagged, Exception, or Sample with Excel color coding, then filter or summarize by tag.

🔗 Join / Merge

Combine two tables by a key column — Inner, Left, Right, Full, or Anti join.

🔍 Compare Datasets

Diff two snapshots by key column: Added, Deleted, Modified, and Unchanged rows.

➕ Combine / Append

Stack multiple datasets together, aligned by header or by column position.

🔎 Query / Filter

Filter records with multi-condition AND/OR logic across 13 operators.

🧾 Query By Example

Capture one example row and find similar rows using per-column tolerance or matching.

📋 Query By Match

Filter rows against a pasted list of values — include or exclude matches.

🧹 Blank Row/Column Removal

Find and remove fully-blank rows or columns, with a preview before deleting.

🔄 Cell Type Conversion

Convert text-as-number, dates, and currency strings, or normalize case and whitespace.

📐 Column Properties

See inferred data type, null %, unique %, and sample values for every column at once.