Moby Analytics
Moby Analytics is an AI Excel add-in that automates audit testing, general ledger analysis, and financial statement tie-outs.
Moby's appeal is narrow and real: audit work that lives in Excel, done by agents that leave an audit trail you can defend. At €348 per user per year excluding tax — with AI agents and 18,000 to 36,000 pages per year included — it undercuts most enterprise audit-AI contracts and skips per-feature upsell. If your firm already runs engagements in Excel and wants test automation plus ledger analysis without a platform migration, Moby is the cheapest credible route we've seen. If your team lives inside DataSnipper tickmarking workflows, or you need a public API to embed automation into a custom audit platform, look elsewhere. Book the 20-minute demo and run it on one of your own messy engagement
Verified 1d ago · liveness 61/100 · cite: rightaichoice.com/tools/moby-analytics
- Mid-market audit firms running engagements in Excel that want AI without building integrations
- Small to mid-size accounting practices needing ready-made audit testing and tie-out workflows
- Teams that need every workpaper figure traceable to a source page for review
- Corporate finance teams doing revenue or AP anomaly and variance analysis
- Firms that need a public API to embed automation into a custom audit platform
- Non-financial audits — compliance, operational, or IT — outside the add-in's scope
- Organizations barred from cloud-based Excel add-ins by internal data policy
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Skip Moby if your audits are compliance, operational, or IT rather than financial, or if you need a public API to embed extraction and tie-out into a custom platform you already run.
Complex matching tasks, such as reconciling messy multi-page documents, consume more of the annual page quota than clean single-page documents do — so a heavy engagement can exhaust capacity faster than the headline
Essential at €348 per user per year excluding tax, with AI agents and 18,000-36,000 pages per year included, sits in affordable territory for audit software — well below enterprise audit-AI contracts and comparable to or under per-seat document-extraction rivals. Enterprise, custom-priced from 50 licenses, is aimed at firms that need SAML/SSO, a custom SLA, and custom integrations rather than at small practices.
In short
Moby Analytics — Moby Analytics is an AI Excel add-in that automates audit testing, general ledger analysis, and financial statement tie-outs. Best for Mid-market audit firms running engagements in Excel that want AI without building integrations, Small to mid-size accounting practices needing ready-made audit testing and tie-out workflows, Teams that need every workpaper figure traceable to a source page for review. Free to start; it also has paid plans, priced in a currency we have not confirmed — see the pricing table for the vendor’s own figures.
Viability Score
How well maintained and how widely used is Moby Analytics? Built from what the vendor actually publishes (docs, changelog, tutorials, integrations, pricing), whether the site is live, and how much real users discuss it. How we calculate this
Last calculated: September 2026
How we score →Key Features
- Microsoft Excel add-in available on Microsoft AppSource
- Automated audit testing that fills Excel workpapers using your firm's methodology
- Every figure linked to its source document with audit-trail annotation
- Data capture and OCR that indexes source PDFs and invoices
- Automated extraction from up to 200 documents per engagement
- General ledger analysis producing an analytical review workbook in about 3 minutes
- FY-vs-prior-year variance quantified in euros against your thresholds
- Threshold-based flagging of unusual or high-risk journal entries
- Drafts client questions for unexplained variances for reviewer sign-off
- Financial statement tie-out against trial balance and prior year
- Verifies sums and subtotals, returns a ticked document with discrepancies listed
- Compare two versions of a document to spot changes
- Microsoft 365 SSO and role-based access
- Full audit logging of activity
- EU data residency with strict per-firm data isolation and no AI training on client data
About Moby Analytics
Moby Analytics is an AI add-in that lives inside Microsoft Excel and handles three audit workflows: automated audit testing, general ledger analysis, and financial statement tie-outs. You stay in the spreadsheet you already work in; Moby's AI agents fill your workpaper using your firm's methodology, link every extracted figure to its source document, and leave you to review and sign off. On the testing side, Moby reads the invoices, statements, and supporting PDFs behind an engagement, populates the workpaper rows, and traces each number back to a page. Ledger analysis returns an analytical review workbook in about 3 minutes, with FY-vs-prior-year movement quantified in euros against your thresholds, flagged journal entries, and drafted client questions. Statement checks compare the balance sheet or income statement against the trial balance and prior year, verify sums and subtotals, and hand back a ticked document with discrepancies listed. The audience is mid-market audit firms and small-to-mid-size accounting practices that want ready-made AI workflows rather than a custom build. Corporate finance teams running revenue or AP anomaly reviews are a secondary fit. The vendor is backed by Y Combinator, ships through Microsoft AppSource, and runs a 20-minute live demo on a sample file. Security posture is stated plainly: SOC 2 Type II certified, GDPR compliant, EU data residency, encryption in transit and at rest, per-firm data isolation, Microsoft 365 SSO, role-based access, and no AI training on client data. Against DataSnipper, the closest direct rival, Moby competes on published per-seat pricing (€348/user/year excluding tax for the Essential tier) and an audit-first workflow rather than document tickmarking bolted onto a general-purpose tool.
Behind the Verdict
Moby Analytics is worth understanding as a focused bet, not a general-purpose AI tool. The product does three things — automated audit testing, general ledger analysis, and financial statement tie-outs — and does them inside Microsoft Excel via an add-in available on Microsoft AppSource. There is no separate audit platform to learn, no data warehouse to populate, and no custom integration project. The strongest feature is source linkage. Every figure Moby extracts carries an annotation back to the source document, and the vendor's demo shows a supplier invoice matching to a workpaper row with the page reference attached. For a reviewer signing off on a workpaper, that traceability is the whole ballgame. The second-strongest is the ledger analysis workbook: Moby quantifies FY-vs-prior-year variance in euros against your thresholds (the demo shows revenue +12.6%, gross margin +9.4%, EBITDA +9.8%), flags unusual journal entries, and drafts client questions for unexplained movements. The third is the tie-out: Moby matches statement figures to the trial balance and prior year, checks sums and subtotals, and returns a ticked document listing discrepancies. The pricing is unusually simple for this category. Essential is €348 per user per year excluding tax and includes Moby for Excel with AI agents, all three workflows, and 18,000 to 36,000 pages per year of capacity depending on document type — around 18,000 pages per year for single-page documents and up to 36,000 for longer documents of 10 to 100 pages. Complex matching tasks consume more quota, and you add credits on demand when you exceed the annual allowance. Enterprise, from 50 licenses, adds SAML and SSO, a custom SLA, and custom integrations at custom pricing. There is no per-feature ladder to climb, which is rare in audit software. Where it fits: firms of roughly 10 to 200 auditors running engagements in Excel, mid-market audit practices, and corporate finance teams doing revenue or AP variance reviews. Where it doesn't: firms that need a public API to embed automation into a custom audit platform, non-financial audits (compliance, operational, IT), organizations barred from cloud-based Excel add-ins by internal data policy, and high-volume practices whose engagement load would blow through the annual page capacity. Teams already standardized on DataSnipper across the firm face a real switching decision — Moby does not integrate with DataSnipper, and running both is friction. The vendor does not publish an API, and the product operates within Excel with a browser-based surface for account setup and demos. That is a deliberate scope choice and it keeps the tool simple, but it also caps the kind of embedded, headless automation larger firms sometimes want. The honest read: the value is concentrated and the trade-offs are clear. If your audit work is Excel-shaped and your bottleneck is document extraction and tie-out, Moby is a low-risk trial at a published price. If your bottleneck is
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Real-world workflow fit
Concrete scenarios for the personas Moby Analytics actually fits — and what changes day-one when you adopt it.
Drops a client's invoices, bank statements, and supporting PDFs into the engagement folder, then runs Moby's audit testing in Excel; agents populate the workpaper rows using the firm's methodology and attach each figure to its source page.
Outcome: The senior reviews and signs off on populated workpapers rather than keying figures from PDFs, and every number carries a page-level source link the reviewer can open.
Feeds the client's general ledger export into Moby's ledger analysis, which returns an analytical review workbook in about 3 minutes with FY-vs-prior-year movement in euros against firm thresholds, flagged journal entries, and drafted client questions.
Outcome: The manager gets a variance narrative and a ready question list in one Excel workbook, and spends the saved time on judgment calls instead of building the comparison by hand.
Runs Moby's statement tie-out against the trial balance and prior year before issuing, so sums and subtotals are verified and discrepancies are listed for review.
Outcome: The file closes with a ticked document and an explicit discrepancy list, giving the partner a defensible record of what was checked and what was flagged.
Use Cases
- Automate the review of quarterly financial statements for accuracy against the trial balance.
- Detect potential fraud in transaction records by flagging high-risk journal entries such as weekend postings or round numbers.
- Generate documented workpapers for regulatory compliance with every figure traced to source.
- Streamline annual audit preparation by automatically extracting and analyzing data from up to 200 documents.
- Collaborate with your audit team on flagged anomalies in a single Excel workbook.
- Draft client questions directly from GL analysis to speed up the inquiry process.
Limitations
- Moby Analytics is an AI Excel add-in for financial auditors, so it operates within Microsoft Excel with a browser-based component for account setup and demos.
- The three workflows it covers — audit testing, general ledger analysis, and financial statement tie-outs — are financial-audit workflows; compliance, operational, and IT audits fall outside its scope.
- The Essential tier's annual capacity is 18,000 to 36,000 pages depending on document type, and complex tasks such as matching messy documents consume more quota, so heavy-volume practices can hit the ceiling before year end.
- No public API is documented, which rules out embedding the automation into a custom audit platform.
- The vendor publishes no integration with DataSnipper, so firms standardized on that tool would run two products rather than one.
as of 2026-09-28
Verification history
We have re-verified Moby Analytics 7 times since . Each pass re-reads the vendor's own pages and re-checks every listed field against that evidence; passes where nothing had changed are marked as such.
- — re-verified summary, description, our verdict, our analysis, pricing model, pricing tiers, features, integrations, who it suits, who should skip it
- — re-verified summary, description, our verdict, our analysis, pricing model, pricing tiers, features, integrations, who it suits, who should skip it
- — re-verified summary, description, our verdict, our analysis, pricing model, pricing tiers, features, integrations, who it suits, who should skip it
- — re-verified summary, description, our verdict, our analysis, pricing model, pricing tiers, features, integrations, who it suits, who should skip it
- — re-verified summary, description, our verdict, our analysis, pricing model, pricing tiers, features, integrations, who it suits, who should skip it
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12-month cost
Project the real annual outlay, including the implied monthly cost when only an annual tier is published.
Vendor list price only. Add-on usage, seat overages, and contract minimums are surfaced under Hidden costs & gotchas.
Plans compared
For each published Moby Analytics tier: who it actually fits, and what it adds vs. the previous tier. Cross-reference the cost calculator above for projected annual outlay.
Essential
€348/user/year (excl. tax)
Ideal for
Small to mid-size audit practices and mid-market audit teams that run engagements in Excel and want audit testing, ledger analysis, and tie-outs from one per-seat price.
What this tier adds
Starting tier: Moby for Excel with AI agents included, all three audit workflows, and 18,000-36,000 pages per year of capacity, with add-on credits when you exceed it.
Enterprise
Custom (from 50 licenses)
Ideal for
Firms of 50 or more licensed users that need organization-wide identity controls and contractual guarantees beyond the standard tier.
What this tier adds
Adds SAML and SSO, a custom SLA, and custom integrations on top of everything in Essential, at custom pricing from 50 licenses.
Where the pricing makes sense
The company stage and team size where Moby Analytics's pricing actually pencils out — and where peers do it cheaper.
Essential at €348 per user per year excluding tax, with AI agents and 18,000-36,000 pages per year included, sits in affordable territory for audit software — well below enterprise audit-AI contracts and comparable to or under per-seat document-extraction rivals. Enterprise, custom-priced from 50 licenses, is aimed at firms that need SAML/SSO, a custom SLA, and custom integrations rather than at small practices.
Setup time & first value
How long it actually takes to get something useful out of Moby Analytics — broken out by persona, not the marketing-page minute.
For an auditor already working in Excel, setup is an add-in install plus Microsoft 365 SSO sign-in — most users reach a first populated workpaper inside the same session. Firm-level setup takes longer: methodology alignment and account provisioning before a team rolls out. The vendor's own 20-minute live demo on a sample file is the fastest way to see the tie-out and ledger analysis end to end.
Switching to or from Moby Analytics
How to bring data in from common predecessors and how to get it back out — written for the switcher, not the buyer.
- →From manual Excel workpapers: install the Moby add-in from Microsoft AppSource, sign in with Microsoft 365, and run audit testing on an existing engagement folder.
- →From DataSnipper: Moby does not integrate with DataSnipper, so run Moby on one engagement alongside your existing tickmarking workflow before deciding whether to consolidate.
- →From outsourced document-extraction services: point Moby at the same source PDFs and compare the populated workpaper against the vendor's output on one engagement.
- ↗To DataSnipper: export your workpapers and source files, then rebuild the tickmarking workflow in DataSnipper; there is no direct migration path between the two tools.
- ↗To a custom audit platform: extract your source-linked workpapers from Excel as the reference set for rebuilding extraction and tie-out logic against an API you control.
Integrations
Resources & Guides
Tutorials & Learning

Moby for Excel - AI Audit tool
Moby Analytics

Moby for Excel - Extraction
Moby Analytics

Customer Migration with Power BI
Moby Analytics
YouTube returned 6 videos for “Moby Analytics”, and we withheld 2: 2 did not mention Moby Analytics. Showing the 4 we can prove are about Moby Analytics.
Official links
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Common stack mates teams adopt alongside Moby Analytics, with the specific reason each pairing earns its keep.
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Workiva
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Moby Analytics vs Bitsgap
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