The add-in also ships with an AI chat agent: ask “Show discrepancies over €1 000” and it analyses the sheet, inserts formulas or reshapes tables—all inside native Excel. A sandboxed Python runtime (pandas / numpy) is scheduled for Q3 2025, giving power users deeper analytics without leaving the workbook.
Pricing (all features included, limits only on volume) Essential — €15 / user / month 50 docs / workbook, 200 OCR pages, 500 snips, 300 AI chats, 1 workspace, 30-day logs.
Growth — €25 Unlimited docs & snips, 2 000 OCR pages, 800 AI chats, 5 workspaces, 6-month logs, chat support 24 h.
Enterprise — €45 (50-seat min.) Soft cap 1 500 AI chats, SSO & SCIM, export API, 5-year logs, 100 MB PDFs, SLA 4 h & CSM.
A 14-day trial unlocks all features with Essential-level quotas and watermark exports; afterwards, the add-in becomes read-only until upgrade.
Core feature list Document import embedded in the .xlsx file
Auto-OCR in 25 + languages
Smart Snips: text, sum, table (with duplicate-across-pages)
Full-text search & quick document switch
Range-to-document matching with custom output columns
AI agent for analysis, formula generation and worksheet edits
Local processing for speed and privacy; nothing leaves Excel
Copilot Audit is built for finance professionals who live in Excel—accountants, auditors, controllers, FP&A analysts—anyone who spends hours re-keying figures from invoices, contracts or statements. Competitors either focus only on extraction or sell AI chat as a separate tool; Copilot Audit delivers both in one ribbon, fully local, at a fraction of typical market pricing.