Stack your evidence. Structure your audit trail.

TrailStaq is an Excel add-in for audit teams to link evidence (PDF, image, CSV) directly to sample cells. Place deterministic TrailRefs, navigate instantly between document and worksheet, and apply marker templates at scale.

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Taskpane Preview

Wie in Excel: links Tabelle, rechts das exakte Taskpane-Layout.

File Home Insert Formulas Data

D4 fx

	A	B	C	D	E
1	Sample ID	Client	Period	Amount	Status
2	TR-001	ACME GmbH	2026-01	12,400	Open
3	TR-002	Nordic AG	2026-01	8,930	Reviewed
4	TR-003	Bluebird SE	2026-01	5,220	Open
5	TR-004	Nova Ltd	2026-01	15,880	Open
6	TR-005	Atlas BV	2026-01	3,150	Reviewed
7	TR-006	Helios Inc	2026-01	10,710	Open
8	TR-007	Orion SA	2026-01	4,980	Blocked

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Evidence + Marker Core

Upload files, place markers in preview, and auto-link references to exact Excel target cells.

Template Batch Apply

Save marker sets as templates and apply deterministically to current or all documents in the stack.

Confidence Layer

Each apply run is scored with clear Green/Yellow/Red status to support controlled review.

What makes TrailStaq useful for pilots

No AI guessing in core linking flow. Marker placement and link-writing are deterministic.
No evidence payload is sent to licensing backend. Customer files stay in workbook context.
Works in Excel Web and modern Excel desktop environments via Office.js add-in model.
Fast for typical audit sampling workloads and ready for structured pilot rollout.