ProSkep Document Intelligence 4.0: What's New

ProSkep Document Intelligence 4.0 brings an all new and improved AI agent that works inside Excel, financial statement validations that catch casting, footing and consistency issues, and an improved test of controls with improved user experience. As our core guiding principle, everything built on zero data retention and a complete audit trail.

At a glance

Area	What's new
AI agent	Agentic Mode runs the full workflow in one go with full traceability of results. What used to be a multi-step process is now a streamlined experience.
Financial statement validations	Casting, footing, internal consistency and prior-period checks
Test of controls	Improved user experience with Signature checks against the approved reference, with match or mismatch results

1. New and improved AI agent

The AI agent has been rebuilt to handle the full workflow from a single prompt. Agentic Mode runs the full workflow in one go with full traceability of results. What used to be a multi-step process is now a streamlined experience.

ProSkep AI agent task pane alongside the extracted Invoices_Extract sheet

2. Financial statement validations

Version 4.0 adds a validation suite for financial statements. It runs casting, footing and consistency checks, and it keeps your professional judgment at the center of the review.

Financial statement validation results showing 17 verified checks and 1 that needs review

What's checked

Casting and footing. Totals are recalculated and compared with the reported figures.
Internal consistency. Related figures across the statements are checked against each other.
Prior-period checks. Current-period balances are compared with the prior year.

3. Improved test of controls

The test of controls has been improved for signature checks. Click a signature check cell, and ProSkep compares the signature detected in the document against the approved reference on file.

Signature check showing a no-match result, flagged for review

Every result is recorded in the audit trail, so you can show which cell was checked, against which document, and what the outcome was.

4. Privacy and audit trail

Privacy is part of the design, not an add-on.

Zero data retention. Documents are processed, not stored.
Complete audit trail. Control check results are recorded in the audit trail.
Traceable results. Every AI result stays traceable to its cell and its source document.

Privacy: zero data retention and complete audit trail

Who this release is for

Audit and assurance teams who need faster extraction, vouching and source trace in Excel
Finance teams who want casting, footing and consistency checks on financial statements
Controls testing teams who need signature checks with clear match and mismatch results and a full audit trail

Need help or want a walkthrough? Contact our team at support@proskep.io or visit proskep.io and start your free trial.

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