All-in-one PBC & Audit Engagement Platform
Modernize Audit Engagements
with AI Powered Precision
Built for audit firms that demand more efficiency,
more insight, and less manual work.
Smarter PBC Lists, Powered by AI
Smarter workflows. Seamless collaboration. Intelligent automation that sets you apart.
Say goodbye to static request lists. Our platform uses AI to generate dynamic, context-aware PBC (Prepared By Client) lists that evolve with each engagement.
- Suggests relevant request items based on client history
- Flags gaps and duplications before they slow you down
- Learns from your workflows to continuously improve
Secure & Seamless Document Exchange
Simplify the way you collect, share, and store files — without compromising on security.
- End-to-end encryption and role-based access control
- Easy drag-and-drop uploads for clients
- Audit-ready file storage and access logs
Smart Template Management
Let the platform handle the organizing. Automatically file and assign templates based on engagement type, client history, and internal standards.
- Context-aware automation of template deployment
- Standardization across teams
- Less time prepping, more time reviewing
Sign with Confidence
Integrated e-signature functionality makes it easy to get approvals, confirmations, and acknowledgments — all without leaving the platform.
- Legally compliant digital signatures
- Instant visibility when items are signed
- Secure recordkeeping
Turn Documents into Insights with AI
No more manual number crunching. Our AI reviews client documents and surfaces what matters.
- Identify inconsistencies early
- Surface trends and red flags
- Power deeper, faster analysis
Effortless Document Matching
Our system matches uploaded documents to the right request — even when filenames don’t line up — using advanced content recognition.
- Smart matching based on content
- Reduced manual cleanup
- Fewer follow-ups to clients
AI Generated Work Papers
From raw documents to structured work papers — automatically. Generate ready-to-review drafts in your preferred format.
- Structured, editable drafts with source references
- Customizable by engagement type
- Review-ready out of the box
Future-Ready: Built for ISA 600
We’re building with tomorrow’s standards in mind. Our platform is preparing for full support of ISA 600, empowering teams to manage group audits with clarity and control.
Ready to revolutionize your audits?
Discover how AI and automation can unlock new levels of productivity, accuracy, and client satisfaction.
