The Excel Add-in
Install the Agentive Excel add-in on Windows in one continuous flow: set up Trusted Sites, download the installer, run setup.exe, sign in, and pick the engagement.
The Agentive Excel Add-in brings the populated workpaper into the spreadsheet most audit teams already work in. Instead of exporting a flat snapshot, you reference live workpaper values directly inside Excel (citations included) and keep both sides in sync.
This page is the install guide. Follow the steps top to bottom and you'll go from "no add-in" to a signed-in Agentive panel in Excel pointed at your engagement.
What you'll learn
- When to use the add-in vs. a flat export.
- The full Windows install flow: Trusted Sites setup, installer download, setup.exe, sign-in, and engagement pick.
- How to recover from the most common install snags.
When to use the add-in
| Use the add-in when… | Stick with the export when… |
|---|---|
| Your firm's audit file template lives in Excel and you want workpaper values to populate into existing schedules. | The engagement is over and you want a frozen snapshot for the audit file. |
| You need live recalculation: change a prompt in Agentive, see the new value in Excel on refresh. | The reviewer doesn't have Windows or can't install third-party Excel add-ins. |
| You want citations resolvable directly inside Excel. | You're delivering the workpaper as a single self-contained file. |
For the export-only path, see Exporting workpapers.
Install the add-in
The install has two phases:
- Trusted Sites setup (steps 1–5): a one-time Windows configuration. The installer downloads add-in code from
goagentive.com, and Windows blocks that download by default. You add the URL to Trusted Sites once; after that, every install (and every reinstall) works without revisiting this step. - Install and sign in (steps 6–10): download the installer, run
setup.exe, open Excel, sign in, and pick the engagement.
Don't skip steps 1–5. If https://*.goagentive.com is not in Trusted Sites, the installer will download but the add-in code won't be allowed to install, and the failure mode is silent.
Open the Windows Settings app
Click the Windows Start button, type Settings, and select the Settings app.
Search for and select Internet Options
In the Settings app's search box, type Internet Options and select it from the results.
On some Windows builds, Internet Options isn't in the Settings search results. Press Win + R, type inetcpl.cpl, and press Enter to open the Internet Properties dialog directly. From there the rest of the flow is identical.
Select the Security tab
In the Internet Properties dialog, click the Security tab at the top.
Select Trusted Sites and click Sites
In the Security tab, click the Trusted Sites zone, then click the Sites button.
Add https://*.goagentive.com
Paste the URL below into the Add this website to the zone field, then click Add.
https://*.goagentive.comClose the Trusted Sites dialog when the URL appears in the list, then close Internet Properties. Trusted Sites setup is done, and every future install or reinstall picks up from step 6.
Click Download and Install in Agentive
In Agentive, click the Download and Install button. The browser saves setup.exe to your default Downloads folder.
Run setup.exe from Downloads
Open Windows File Explorer, navigate to Downloads, and double-click setup.exe.
Follow the installer prompts
Accept the prompts. The installer pulls the add-in code from goagentive.com (this is the step Trusted Sites was set up for) and registers the add-in with Excel.
Open Excel and sign in
Launch Excel. The Agentive panel appears in the sidebar (or on the ribbon, depending on your Excel version). Open the panel and sign in with the same credentials you use for the Agentive web app.
If the add-in doesn't appear after the installer finishes, close and reopen Excel. Some Excel builds register new add-ins only on launch.
Pick the engagement
The add-in lists every engagement you have access to. Pick the one you want to work in, and the panel then shows every request and workpaper inside it. You're ready to pull workpaper data into the spreadsheet.
Common situations
Continue your journey
← Exporting workpapers
Export to the format the Add-In needs (Files + Workpaper XLSX).
Financial Statement Review →
Move to FSR: the AI-driven review of the prior- and current-year statements.
How is this guide?
Exporting Workpapers
Download a finished workpaper from the Workpaper tab in one of three formats (the .zip bundle that keeps live Excel add-in links, the .xlsx with embedded document groups, or the data-only .xlsx) and pick the format that matches how the audit file will be used.
Financial Statement Review
The Financial Statement Review (FSR) task runs five review modes against the prior- and current-year financial statements (Prior Year Consistency, Internal Consistency, Footing and Cross-Footing, Spell Check, and Disclosure Checklist) and surfaces every finding with a citation back to the source.