Structured workpapers
Organize every working paper in a consistent structure your whole team can follow.
PlannedAudit & compliance
Workpapers that tie themselves together.
Everything an audit needs to hold together, in one place. Audit organizes your workpapers — tie each piece of evidence to the claim it supports, route items for review, and export a complete package. Your data stays inside your firm's environment by default.
What it does
Evidence, assertions, and sign-off in one place
Evidence tied to assertions
Link each piece of evidence to the assertion it supports, so reviewers can trace any conclusion.
Review and export
Route items for review, capture sign-off, and export the complete workpaper package.
Firm-deployed and private by default. Your evidence stays inside your environment unless you choose otherwise.
How it works
From evidence to sign-off in three steps
- 1
Gather your evidence
Pull your support — confirmations, ledgers, schedules — into one organized place, instead of scattered folders and email threads.
- 2
Link it to what it proves
Tie each document to the claim it backs up, so any conclusion can be traced straight back to the evidence behind it.
- 3
Review and hand off
Route items for review, capture a named sign-off, and export the finished, organized workpaper package.
Who it's for
Made for the people on the hook for the file
Audit teams
Keep every engagement's evidence and assertions in one consistent structure the whole team can follow.
Reviewers and partners
Trace any conclusion straight back to the evidence behind it before you put your name on the file.
Anyone facing a PBC list
Collect and link supporting documents as they arrive, instead of chasing them down at the deadline.
Request early access to Audit
Audit is on the roadmap. Add your name and we'll be in touch when early access opens.