Excel Template Population Agent
The Excel Template Population Agent reads source data from any document, understands your firm's own Excel templates and populates the right information into the right cells every time. It maps inconsistent labels to your fields, preserves your layouts and formulas, and links every populated cell back to its source.
Ideal forFinancial accounting teams
The difference
From 1-2 hours per template to 2 minutes
Hours of rekeying each week are returned to your team for review, analysis and client work.
Done by hand
1-2 hours per template
With the Vanine agent
2 minutes
Time returned to your team
98%
Indicative figures. We measure your own baseline in the first fortnight so the numbers you see are yours.
An end to repetitive rekeying
Copying figures from PDFs and spreadsheets into standard templates consumes hours of skilled time. The agent handles it so your team can analyse the numbers instead of typing them.
Fewer costly errors
Manual copy-and-paste is where transposed figures and missed rows creep in. The agent matches every value to the source document, removing that risk.
Instant verification
Every populated cell links to where the data came from, so reviewers can check a figure in seconds rather than hunting through source files.
Capabilities
Stop copying and pasting. Your templates, filled correctly in minutes.
Built for anyone in finance who fills in standard Excel templates, from accountants and analysts to reporting and credit teams.
Works with your custom templates
Adapts to your firm's own Excel and Google Sheets templates, preserving layouts and formulas.
Handles any source document
Extracts data from PDFs, other spreadsheets, text files and scanned images, and structures it for your template.
Intelligent schema mapping
Maps inconsistent source labels to your template fields, recognising for example that 'Turnover', 'Sales' and 'Revenue' mean the same thing.
Data accuracy
Removes copy-and-paste errors by matching every template value to the source document.
Multi-tab and complex file support
Pulls data from several tabs in a source file and populates several tabs in your destination template.
Fully verifiable and auditable
Links every populated cell to its source data for instant verification.
How it works
From your systems to a result you sign off
Populated templates land ready for your reviewer to check and approve before they are used or shared.
Connect the places your working papers already live.
Source documents in SharePoint, OneDrive, Google Drive or an email inbox, together with your master templates. Already use something else? We connect that too.
- OpenAI Frontier
- Microsoft 365 (Excel, SharePoint, Outlook, Teams)
- Copilot Studio
- Google Workspace (Google Sheets, Drive)
- PDF, spreadsheet, text and scanned image source files
- Your own AI platform or models
Ask it in Teams, Excel, Copilot Studio or OpenAI Frontier, or run it in batch for recurring template packs.
Completed Excel or Google Sheets files saved back to your chosen folder, with a source reference for every populated cell.
Step by step
- 01
You drop source documents into a folder or ask the agent in Teams.
- 02
The agent extracts the data and maps source labels to your template fields.
- 03
It populates the template across all relevant tabs, preserving formulas and layout.
- 04
It links each cell to its source for easy checking.
- 05
Your reviewer verifies the output and approves it for use.
Deployment
Runs inside the tools your team already uses
The same agent and the same cited output, delivered three ways: through the AI assistant you have rolled out, on a model you host yourself, or inside your own software.
In the frontier assistant you already pay for
We publish the agent as an MCP server. Add it as a connector and your team calls it from the chat they use every day, with no new tool to learn.
"Map the AFS to the credit template"
- template
- Credit-Template_v7
- source
- AFS FY2025
On a model you host yourself
Run the agent on open-weight models in your data centre or private cloud. Your working papers never leave your network, which keeps POPIA and data residency straightforward.
- Llama
- Mistral
- Ollama
- or any OpenAI-compatible endpoint
Inside your own software
Trigger a run from your own workflows, and push the finished output into your ERP, GRC or reporting systems. We build the integration with your team.
- REST API
- Webhooks
- Batch jobs
- Embeddable review panel
Governed the same way, every route
Whichever way your team reaches the agent, identity, permissions and audit stay with your existing controls.
- Single sign-on through Entra ID, Okta or Google Workspace
- Reads only the documents each user is already allowed to open
- Every tool call written to an audit log you can export
How we deliver it
One agent, three ways to hold it
Start where your team already works, then take it as far into your systems as the value justifies.
DATA SECURITY & PRIVACY
Your working papers stay yours.
The agent runs inside your tenancy, reads only what each task needs, and never trains on your working papers. Every step is logged so your auditors can see exactly what it touched.
Built for regulated work.
+YOUR WORKING PAPERS NEVER LEAVE YOUR ENVIRONMENT
More agents
More agents we build for South African enterprises
Each one is built on the same foundation: your documents, your rules, and your people signing off.
Precision AI for Institutional Workflows
