Who It's For
This tool is for audit firms of any size, from local to national. It helps audit teams who work closely with clients, making their tasks smoother and more efficient.
What You Get
You get an intuitive system for client requests, including automated document validation and quick testing for common audit areas. It centralizes all engagement activities, offering clear status updates, activity logs, and email summaries.
How It Works
When a client submits a request, the AI agent automatically reviews uploaded documents against your audit plan. It completes testing in under 60 seconds. If needed, it prompts the client for more. Auditors can easily review results with one-click links to sources and use AI chat for questions.
