The platform, area by area

Every feature, end to end.

Audit Intelligence runs the full audit lifecycle — these are the working features, as built. Pick an area for the complete walkthrough.

Dashboards & the partner queue

Firm, engagement and personal dashboards — open items, overdue alerts, completion heatmaps and a one-stop partner sign-off queue.

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Clients & engagements

Client records with AI-assisted setup, an eight-phase audit file per financial year, and roll-forward that keeps every year connected.

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Pre-engagement & independence

Acceptance and continuance programs, 18-section independence questionnaires, the AI engagement-letter check and the predecessor auditor letter.

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Trial balance & FSA mapping

PDF, CSV or Excel import, the opening balance test, and AI mapping to financial-statement areas that is memorised year on year.

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Risk, materiality & the risk matrix

Inherent and control risk programs, a partner-locked materiality engine, and the auto-built risk matrix that scopes the audit.

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Working papers & review notes

Structured digital working papers with MUS sampling, journal testing and fraud analytics — plus review notes in their own portal.

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Client portal & information requests

An information-request list generated from the mapping, drag-and-drop client uploads, portal questionnaires and AI that reads what arrives.

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Scheduling, team & permissions

Seven audit roles with real permissions, the independence gate, engagement assignments and a rolling two-year team scheduler.

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Training Centre & AuditBot

A narrated full-platform walkthrough, interactive on-screen tours, role-tagged lessons and the AI co-pilot that assists everywhere.

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Security & the audit trail

An immutable audit trail, phase locks, 60-day file lock with 7-year retention, tenant isolation and role-based access control.

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Pick a file. We'll show you the rest.

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