Audit & Assurance,
Automated
The paperwork around the audit, automated. The opinion stays yours.
A lot of audit work happens before the testing starts.
- —Client data reshaped into working papers before testing even begins.
- —The same finding rewritten across the file, memo and management letter.
- —Client acceptance and KYC pieced together from emails, forms and folders.
- —Engagement letters rebuilt from last year’s template, again and again.
The assembly, already done.
The document work that repeats on every engagement — set up your way once, then run the same way every time.
From client data to audit working papers.
A client trial balance and general ledger become mapped accounts, materiality, lead schedules and traceable samples in one controlled workflow.
Read the case studyFrom audit findings to management letter points.
Working paper findings and control weaknesses become structured observations, implications and recommendations, with the auditor keeping final judgement.
Read the case studyFrom new client enquiry to KYC and signed engagement letter.
Client information, beneficial ownership, screening, risk assessment and engagement terms connect into one workflow, with acceptance kept with the firm.
Read the case studyFrom fixed asset register to physical stock take.
Tagging, physical verification, exceptions and disposals produce a traceable count record and a clear trail from the register to the asset.
Read the case studyStandardise the templates. Build in your firm’s methodology.
The file is assembled before you open it — your team reviews, concludes and signs.