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.
Clients & engagements
Client records with AI-assisted setup, an eight-phase audit file per financial year, and roll-forward that keeps every year connected.
Pre-engagement & independence
Acceptance and continuance programs, 18-section independence questionnaires, the AI engagement-letter check and the predecessor auditor letter.
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.
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.
Working papers & review notes
Structured digital working papers with MUS sampling, journal testing and fraud analytics — plus review notes in their own portal.
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.
Scheduling, team & permissions
Seven audit roles with real permissions, the independence gate, engagement assignments and a rolling two-year team scheduler.
Training Centre & AuditBot
A narrated full-platform walkthrough, interactive on-screen tours, role-tagged lessons and the AI co-pilot that assists everywhere.
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.
Mapped to the eight phases.
Each phase unlocks the next only when the partner signs off the gate.
Acceptance, independence, engagement letter.
Import + AI FSA mapping — the file generates.
Understanding the entity, fraud, going concern.
Controls, walkthroughs, IT — sized to the entity.
Eight steps, four figures, partner-locked.
RoMM per area → the planned approach.
Working papers, sampling, portal evidence.
SUAD, opinion, file lock & archive.
Pick a file. We'll show you the rest.
Start your firm free and click through a demo engagement, or book a walkthrough with us.
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