Moby Analytics is live · pricing from €348/user/yr · last verified 9 Nov 2026 · viability monitor
Moby Analytics
AI Excel add-in that automates audit testing, general ledger analysis and financial statement tie-outs for auditors.
Moby targets the piece of audit work that eats junior hours — populating workpapers, building analytical reviews, tying out statements — and does it inside Excel with every figure traceable to a source page. At €348 per user/year excluding tax with agents included up to roughly 15,000-30,000 pages, it undercuts most enterprise audit-AI contracts. The catch is scope: three workflows, no public API, nothing outside financial audit.
Verdict generatedVerified 4d ago · liveness 66/100 · 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 partner 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 three workflows
- Organizations barred from cloud-based Excel add-ins by internal data policy
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Skip Moby Analytics if you need embedded audit automation via a public API, cover compliance, operational or IT audits rather than financial ones, or cannot run a Microsoft 365 Excel add-in under your firm's data policy.
Exceeding your annual capacity means buying credits on demand, and Moby notes complex tasks such as matching messy documents consume more quota than clean single-page ones.
Essential at €348 per user per year excluding tax fits a small-to-mid-size audit practice putting a handful of auditors on the add-in, and it sits well below enterprise audit-AI contracts that are quoted per engagement or in the tens of thousands. It is above a general-purpose Excel AI assistant, which is the correct trade: you are paying for audit-test automation, ledger analysis and tie-out with source-linked figures rather than generic spreadsheet help. Teams past 50 seats move to the
In short
Moby Analytics — AI Excel add-in that automates audit testing, general ledger analysis and financial statement tie-outs for auditors. 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 partner review. Plans from €348/user/yr.
What is Moby Analytics?
Moby Analytics — AI Excel add-in that automates audit testing, general ledger analysis and financial statement tie-outs for auditors. 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 partner review. Plans from €348/user/yr.
Moby Analytics is an AI add-in that lives inside Microsoft Excel and takes on three recurring audit jobs: automated audit testing, general ledger analysis, and financial statement tie-outs. The pitch is narrow on purpose — auditors stay in the spreadsheet they already use, and Moby's AI agents do the filling, linking, and checking while a human reviews and signs off. On testing, the agent reads the invoices, statements and PDFs behind an engagement and populates workpaper rows — the vendor's own demo traces 12 supplier invoices, each amount tied back to its source document page. Ledger analysis returns an analytical review workbook in about three minutes: FY-vs-prior-year movements quantified in euros against your thresholds, revenue increases attributed to named clients, and flagged journal entries with drafted client questions attached. Statement checks compare the balance sheet or income statement to the trial balance and prior year, verify sums and subtotals, and hand back a ticked document with any discrepancies listed for review. Delivery is via Microsoft AppSource as an Excel add-in — no new platform to learn. The vendor is Y Combinator-backed and published a comparison page against DataSnipper, which tells you who it expects to be measured against. Security posture covers SOC 2 Type II, GDPR compliance, EU data residency, Microsoft 365 SSO and a stated no-AI-training-on-your-data policy. Who it fits: mid-market audit firms and small-to-mid accounting practices that want ready-made AI audit workflows in Excel rather than a custom build. Corporate finance teams doing revenue or AP variance reviews are a secondary use case. Where it differs from tickmark-style document extraction tools, Moby leans on agents preparing the workpaper end-to-end, not manual vouchering.
Key features
- Microsoft Excel add-in distributed through Microsoft AppSource
- AI agents fill audit workpapers using your firm's methodology
- Every extracted figure linked to its source document page
- Data capture and OCR that indexes source PDFs and invoices
- General ledger analysis producing an analytical review workbook in about 3 minutes
- FY-vs-prior-year variances quantified in euros against your thresholds
- Variance driver attribution, e.g. naming the clients behind a revenue increase
- Threshold-based flagging of unusual or high-risk journal entries
- Drafted client questions for unexplained variances, for reviewer sign-off
- Financial statement tie-out against trial balance and prior year
- Sum and subtotal verification returning a ticked document with discrepancies listed
- Compare two versions of a document to spot changes
- Microsoft 365 SSO, role-based access and full audit logging
- On-demand AI credit top-ups beyond annual page capacity
- Documents encrypted in transit and at rest, no AI training on your data
Behind the verdict
We'd reach for Moby when the bottleneck is workpaper prep, not document extraction. If your associates spend the week pulling invoices into test sheets and building prior-year comparisons by hand, the agent-driven approach here is a genuine time saver, and the source-page linkage is what makes it reviewable by a partner rather than a black box. The general ledger analysis is the feature we'd test first. Getting an analytical review workbook in roughly three minutes — variances in euros, drivers named, journal entries flagged, client questions drafted — is a meaningful compression of a task that usually runs to days across an engagement. Where it bites: the published capacity is 15,000 to 30,000 pages per year depending on document type, and single-page documents burn quota far faster than 10-100 page files. Messy matching jobs cost more too. A high-volume practice should model its actual page mix before signing, and budget for the on-demand credit top-ups the pricing page mentions. Against DataSnipper, the split is workflow philosophy. DataSnipper is a tickmarking and document-extraction toolkit the auditor drives; Moby is agents preparing the workpaper that the auditor reviews. If your teams have a DataSnipper routine they like, switching means changing habits, not just tools. Pass if you need to embed audit automation into a custom platform — there's no public API in what the vendor documents. Pass also if you run compliance, operational or IT audits; Moby covers financial audit workflows only. And if internal policy bars cloud Excel add-ins outright, the EU hosting and SOC 2 Type II certification won't settle that argument. In practice, the buyer most likely to be happy is a 20-100 person audit firm already standardized on Excel workpapers, running engagements
Limitations
- Moby Analytics is an AI Excel add-in for financial auditors, so its workflows — automated audit testing, general ledger analysis, and financial statement tie-outs — are financial-audit workflows.
- Every figure is linked back to its source document in the workpaper, and outputs such as finished audit tests, analytical review workbooks, and ticked financial statements are returned for the auditor to review and sign off rather than issued autonomously.
- It is delivered as a Microsoft Excel add-in available on Microsoft AppSource, not as a standalone application.
- Annual capacity runs approximately 18,000 pages for single-page documents and up to 36,000 pages for longer documents of 10-100 pages, and Moby notes that complex tasks such as matching messy documents consume more of that quota; beyond it you buy credits on demand.
- The Essential tier includes Microsoft 365 SSO; SAML and custom integrations sit on the Enterprise tier, custom-priced from 50 licenses.
as of 2026-10-09
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Is Moby Analytics still active?
Moby Analytics is live · pricing from €348/user/yr · last verified 9 Nov 2026 · viability monitor.
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: November 2026
How we score →What do users say about Moby Analytics?
What people actually say about Moby Analytics — is it worth it?
We scanned public community sources for Moby Analytics on Nov 4, 2026 and could not establish that the discussion we found is about this tool rather than something else sharing its name. Only 1 of the posts we fetched could be positively tied to Moby Analytics. Rather than publish a sentiment score built on the wrong subject, we publish nothing here and re-run the scan.
How we verified this
Every listed fact about Moby Analytics — pricing, features, links, status — is re-read from the vendor's own pages by our verification pipeline and each change is logged with a date; the last pass ran on 9 Nov 2026. Analysis is drafted with AI models and checked against our editorial standards before publishing; see how we verify.
Verification history
We have re-verified Moby Analytics 12 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.
- — changed platforms, pricing page
- — changed features, our verdict, description, who it suits, who should skip it, pricing tiers, summary
- — changed pricing tiers, who should skip it, description, summary, features, our verdict
- — changed pricing fit, switching in, description, switching out, who it suits, summary, who should skip it, our verdict, use cases, setup time, features, pricing tiers, hidden costs, limitations
- — changed limitations, pricing page
- — changed limitations, description, our verdict, features, hidden costs, switching in, switching out, who should skip it, pricing fit, setup time, use cases
Showing the 6 most recent of 12 verification passes.
Free to cite with attribution — this page re-verifies continuously.
How much does Moby Analytics cost in 2026?
Moby Analytics: Plans from €348/user/yr. Pricing last verified 9 Nov 2026.
Plans compared
Every published Moby Analytics tier, its price as the vendor publishes it, who it fits, and what it adds over the tier below. The 12-month cost projection follows.
| Plan | Price | Billing | Who it's for |
|---|---|---|---|
| Essential | €348/user/yrVendor: “€348/user/year (excl. tax)” | yearly, per seat | Small-to-mid-size audit practices and mid-market audit teams putting individual auditors on the Excel add-in, under roughly 18,000-36,000 pages of source documents a year.Adds: Starting tier: Moby for Excel with AI agents included, audit test automation, general ledger analysis, financial statement tie-out, 18,000-36,000 pages per year, on-demand credits, Microsoft 365 SSO and audit logging at €348 per user per year excluding tax. |
| Enterprise | Custom (from 50 licenses) | quote | Firms of 50 or more licenses that need SAML identity management, a contractual service level, or integrations built to their own stack.Adds: Adds SAML and SSO, a custom SLA and custom integrations on top of everything in Essential, at custom pricing from 50 licenses. |
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.
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 fits a small-to-mid-size audit practice putting a handful of auditors on the add-in, and it sits well below enterprise audit-AI contracts that are quoted per engagement or in the tens of thousands. It is above a general-purpose Excel AI assistant, which is the correct trade: you are paying for audit-test automation, ledger analysis and tie-out with source-linked figures rather than generic spreadsheet help. Teams past 50 seats move to the
Has Moby Analytics' pricing changed?
No plan price for Moby Analytics has moved since we began logging in Aug 2026; the pricing page is re-read on every verification pass.
Who should pick Moby Analytics?
Pick Moby Analytics if you are 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 partner review, Corporate finance teams doing revenue or AP anomaly and variance analysis.
Look elsewhere if you are 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 three workflows, Organizations barred from cloud-based Excel add-ins by internal data policy, High-volume practices that would burn through 15,000-30,000 pages/year quickly on single-page documents.
Skip it if Skip Moby Analytics if you need embedded audit automation via a public API, cover compliance, operational or IT audits rather than financial ones, or cannot run a Microsoft 365 Excel add-in under your firm's data policy.
GeneratedReal-world workflow fit
Concrete scenarios for the personas Moby Analytics actually fits — and what changes day-one when you adopt it.
You drop the engagement's invoices, bank statements and supporting PDFs into Moby, pick your firm's test methodology, and let the agents fill the Excel workpaper rows with each figure linked to its source page.
Outcome: The workpaper comes back populated with source-linked figures, leaving you to review, query the exceptions and sign off rather than key in numbers.
You load the FY26 general ledger CSV; Moby returns an analytical review workbook in about three minutes with revenue, gross margin, external charges, staff costs and EBITDA movements versus FY25 quantified in euros and flagged journal entries listed.
Outcome: You get the variance story plus drafted client questions — including which clients drove a movement — ready for the inquiry stage.
You run the general ledger through Moby and compare the balance sheet against the trial balance and prior year, letting it verify sums and subtotals and list discrepancies.
Outcome: A ticked statement with discrepancies itemised, and a documented trail from each figure back to the statement page and trial balance line it came from.
Use cases
- Automate the review of quarterly financial statements against the trial balance.
- Detect potential fraud by flagging high-risk journal entries such as weekend postings or round numbers.
- Generate documented workpapers for regulatory review with every figure traced to source.
- Streamline annual audit preparation by extracting and analysing data from up to 200 documents per engagement.
- Collaborate with your audit team on flagged anomalies inside a single Excel workbook.
- Draft client questions directly from general ledger analysis to speed up the inquiry process.
- Quantify the drivers behind an FY-vs-prior-year revenue or cost movement in euros.
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 most firms the path to first value is one 20-minute live demo on a sample file showing a tie-out and ledger analysis, then installing the add-in from Microsoft AppSource and applying your methodology templates. Expect a first fully populated workpaper within the first engagement you run it on; Moby replies to demo requests within one business day and the demo carries no commitment.
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 audit workpapers: install the AppSource add-in, point Moby at the engagement's source PDFs, and let it fill the same workpaper structure you already use.
- →From DataSnipper tickmarking workflows: run Moby's 20-minute demo tie-out on one of your own files and compare the source-linked output against your existing tickmark approach before committing.
- →From enterprise audit-AI platforms: start Moby on a single engagement's testing and ledger analysis, since the Essential tier includes AI agents without a platform-wide rollout.
- ↗To a standalone audit platform: export the populated Excel workpapers and their source links, since Moby's output is standard spreadsheet content.
- ↗To custom in-house audit automation: consider only if you have the engineering to rebuild source-linked extraction, ledger analysis and tie-out, because no public API is documented for embedding.
- ↗To DataSnipper-style tickmarking: retain the source PDFs and workpapers Moby produced so the evidence trail transfers with the engagement file.
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
What are the best Moby Analytics alternatives?
The closest alternatives to Moby Analytics we list are Julius AI, hiData and Deepnote. Ranked by direct product-type match, not category overlap.
| Alternative | Pricing | Starts at | Last verified |
|---|---|---|---|
| Julius AI | Freemium | Pricing not published | — |
| hiData | Freemium | Pricing not published | — |
| Deepnote | Freemium | Pricing not published | — |
Alternatives to Moby Analytics
View allJulius AI
Julius AI turns plain-English questions about your CSV, Excel, or Postgres data into charts, statistical tests, and regression models.
Tools that pair well with Moby Analytics
Common stack mates teams adopt alongside Moby Analytics, with the specific reason each pairing earns its keep.
Julius AI
Julius AI turns plain-English questions about your CSV, Excel, or Postgres data into charts, statistical tests, and regression models.
hiData
hiData is an AI workspace that turns PDFs, screenshots, and spreadsheets into clean tables, analysis, and presentation-ready slides in one chat flow.
Deepnote
Deepnote is a collaborative cloud notebook for Python and SQL where humans and AI agents build analyses, dashboards, and data apps together.
Moby Analytics vs its closest rival
Moby Analytics's closest head-to-head is with Screenplayiq.
Our Moby Analytics vs Screenplayiq verdict written Jul 3, 2026 is more than 90 days old, so it is being re-reviewed against current data and is not shown.
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