An integrated platform for audit firms covering the whole engagement: methodology, planning and materiality, audit programs, trial balance and workpapers, through to financial statements and notes — plus running the firm itself: tasks, hours, invoices and profitability.
Clients and audit/limited-review engagements with documented methodology, planning and materiality.
A program library whose steps auto-link to assertions, with visible coverage per engagement.
Excel import with a learning column mapper, and a TB with prior-year comparatives.
Workpapers with attachments and a manager-then-partner maker-checker review cycle.
Learned auto-mapped leadsheets, and financial statements with auto-generated notes.
Whole-population journal testing with risk indicators, Benford analysis and documented sampling.
FX translation, CTA, NCI and verified eliminations.
Projects, tasks and timesheets feeding billing, with per-client profitability.
Invoices from hours, client retainers, and full double-entry for the firm's own accounts.
A document portal, statutory deadlines with ICS calendars, and proactive audit alerts.
These are actual captures of the running system with demo data — not mockups.
Mobile dashboard
Mobile engagements
A full-featured trial on your own sandbox data — no credit card, no commitment.
Firm dashboard
Engagements
TB import wizard
Analytical leadsheets
Workpapers
Financial statements
Journal-entry testing
Fee invoices
