Audit & Assurance
The only platform with a full audit engagement lifecycle — from proposal to statutory report.
Engagement & Planning
Start every audit with AI-generated engagement letters, structured planning documents, and risk assessment. Compute materiality, identify key risk areas, and build your audit plan.
- Audit proposal builder with fee estimation
- AI-assisted engagement letter generation
- Preliminary risk assessment with industry benchmarks
- Materiality calculator — quantitative and qualitative factors
- Audit planning memorandum with team assignment
- Client acceptance and continuance evaluation
- Independence declaration workflow
- Audit timeline and milestone planning
Working Papers & Evidence
A structured working paper system with evidence linking, review annotations, and sign-off workflow. Every conclusion is backed by documented evidence.
- Working paper tree with CARO/SA-based structure
- Evidence linking — attach documents to specific assertions
- Review annotations with query-and-respond workflow
- Multi-level sign-off — preparer, reviewer, partner
- Working paper templates by audit area
- Cross-referencing between working papers
- Version history and change tracking
- Bulk document upload and auto-categorisation
Risk Assessment & Checklists
Score risk across audit areas with visual heat maps, run professional standards checklists, and track every query from creation to resolution.
- Risk scoring matrix with visual heat map
- Inherent risk, control risk, and detection risk assessment
- Professional standards checklist library (SA 200-720)
- Custom checklist builder for firm-specific procedures
- Query management — create, assign, track, resolve
- Client response tracking with due-date reminders
- Going concern assessment framework
- Related party transaction identification
Reporting & Quality Control
Generate statutory audit reports, directors’ reports, management letters, and annual reports — all from the data already in the system. EQCR workflow ensures quality.
- Statutory audit report builder with CARO annexures
- Directors’ report builder with board resolution linking
- Management letter generation from audit findings
- Annual report combiner (financial statements + reports)
- EQCR (Engagement Quality Control Review) workflow
- Audit completion checklist and final review
- Report formatting with firm letterhead
- Digital signature integration for report signing
- Peer review documentation support
- Archival and retention management
What changes when you switch
Working papers in Word and Excel, scattered across team member laptops
Centralised working paper system with evidence linking and review workflow
Audit queries tracked in email chains — status unknown until you ask
Query management with status tracking, due dates, and auto-reminders
Risk assessment done informally with no documented scoring
Visual risk heat maps with documented scoring across every audit area
Statutory report assembled manually from multiple documents at the last minute
One-click report generation pulling from working papers, findings, and data
Ready to run your practice on one platform?
Start a 14-day trial or review the product pages on your own.