Agentic workflow engine for tax,
audit and advisory
Agentic workflow engine for tax,
audit and advisory
Agentic workflow engine for tax,
audit and advisory
Trusted AI automation allowing teams to standardise
and accelerate manual workflows without changing how they work.
Trusted AI automation allowing teams to standardise and accelerate manual workflows without changing how they work.
The problem
The problem
Advisors lose 60% of their time
to manual processes
Advisors lose 60% of their time
to manual processes
Advisors lose 60% of their time to manual processes
Manual work remains widespread
Manual work remains widespread
Manual work remains widespread
Processes vary across teams
Processes vary across teams
Processes vary across teams
Reviews are slow and inconsistent
Reviews are slow and inconsistent
Reviews are slow and inconsistent
Most tools try to solve this by moving users out of existing platforms.
In practice, firms continue to rely on trusted processes regardless.
Most tools try to solve this by moving users out of existing platforms.
In practice, firms continue to rely on trusted processes regardless.
our value
our value
Core Capabilities
Core Capabilities
Ylookup supports four primary workflow functions
Ylookup supports four primary workflow functions
Import
Import structured data from forms, agreements, statements & reports.
Import
Import structured data from forms, agreements, statements & reports.
Import
Import structured data from forms, agreements, statements & reports.
Analyze
Populate templates, generate insights and reorganise datasets with AI.
Analyze
Populate templates, generate insights and reorganise datasets with AI.
Analyze
Populate templates, generate insights and reorganise datasets with AI.
Reconcile
Compare and reconcile data across multiple spreadsheets and sources.
Reconcile
Compare and reconcile data across multiple spreadsheets and sources.
Reconcile
Compare and reconcile data across multiple spreadsheets and sources.
Review
Ask contextual questions of spreadsheets and surface anomalies, risks, and inconsistencies.
Review
Ask contextual questions of spreadsheets and surface anomalies, risks, and inconsistencies.
Review
Ask contextual questions of spreadsheets and surface anomalies, risks, and inconsistencies.
Each capability can be used independently
or combined into multi-step, saveable workflows.
YLookup accelerates Excel.
It does not replace it.
our features
our features
Agentic Workflow Engine
Agentic Workflow Engine
From ad-hoc tasks to repetable processes
Team administrators can define standardised workflow that
From ad-hoc tasks to repetable processes
Team administrators can define standardised workflow that
Execute
Analyze
Produce
Team administrators can
Execute the same steps
every time
Execute
Reduce
Produce
Team administrators can
Execute the same steps every time
Execute
Analyze
Produce
Team administrators can
Execute the same steps
every time
Ylookup is designed to streamline human-in-the-loop review with in app audit trails,
user validation flows and recurring use of standard formulas.
Most tools try to solve this by moving work out of Excel.
In practice, firms continue to rely on Excel regardless.
Practitioners maintain the control to intervene,
review, and adjust where professional judgment is required.
Practitioners maintain the control to intervene, review, and adjust where professional judgment is required.
Automate advisory workflows without changing how your teams work.
Automate
Excel-based accounting workflows without changing
how your teams work.
Join the cohort of leading advisory firms automating their manual processes.
See what AI can do for you.
Join the cohort of leading advisory firms automating their manual processes. See what AI can do for you.
