Streamline planning, testing, and completion with purpose-built audit tools.
Understand the entity, assess risk, and build the audit plan.
Extract audit-relevant items from board minutes.
Organize risks and link them to planned procedures.
Document process walkthroughs and control observations.
Run high-level analytics to identify areas of focus.
Execute substantive testing and gather sufficient audit evidence.
Calculate sample sizes and generate random selections.
Flag unusual posting patterns for fraud risk testing.
Structure revenue testing across contracts and periods.
Test payroll transactions and compensation accruals.
Analyze expense trends and flag unusual transactions.
Wrap up procedures, review disclosures, and finalize documentation.
Review required disclosures against financial statements.
Build cash schedules and reconcile to the trial balance.
Review AR rollforward schedules for accuracy.
Track confirmation requests, responses, and follow-ups.
Manage client document requests and track receipt status.