Guide audit work from start to finish.

From planning to completion — every step is calculated and audit-ready.

Analytics • Decision Support • Workpaper Outputs

Less time explaining. More time reviewing.

Built to help audit teams work faster, stay consistent, and reduce review friction — from planning through completion.

Workflow Tools
Audit Workflow Tools

Tools for each phase of the engagement, organized into a connected workflow. Each tool generates structured, audit-ready outputs.

01
Planning
Risk assessment & engagement setup — analytics, rollforward checks, and structured planning.
Trial Balance Fluctuation Analyzer ● Live
Detect unusual fluctuations, new accounts, and closed accounts. Identify planning risk areas before fieldwork begins.
Trial Balance Rollforward Check ● Live
Roll forward prior year trial balance balances using current year GL activity and compare the expected balances to the client's current year trial balance to identify missing or incorrect accounts.
Risk Assessment Assistant
Organize identified risks by assertion and link each to planned audit procedures.
Coming Soon
Preliminary Analytics
Run high-level analytical procedures to identify unexpected trends and focus areas.
Walkthrough Notes
Document process walkthroughs and control observations to support control reliance decisions.
Coming Soon
Board Minutes Analyzer
Extract audit-relevant items from board and committee minutes to surface matters requiring follow-up.
Coming Soon

Built for planning, fieldwork, and completion.