Financial Audit Automation
Fieldwork is three weeks out. You don't want to be hunting evidence at 9pm again.
Agents pull every PBC item from your accounting system, draft variance explanations against the trial balance, and assemble the binder section by section. You approve — and auditors walk into a complete file, not a half-built one.
~20 hrs/audit cycle back to you · PBC binder ready before fieldwork, not during
HOW IT WORKS
Three steps per audit cycle.
Managed service. We do the setup, the agent orchestration, the exception handling. You own the decisions.
Step 1
Agents pull every PBC item from your accounting system.
Trial balance, GL by account, variance backup, lease schedules, fixed-asset rolls, accruals — every line on your auditor’s PBC list pulled, dated, and tagged to its source ledger row.
Step 2
Agents draft variance explanations and assemble the binder by section.
Material variances explained line-by-line against the budget and prior period. The binder builds in your drive — section per audit area, source-cell links on every number, footnotes drafted from prior packets.
Step 3
Your Controller approves the binder. Auditors walk in to a complete file.
One review pass. Your Controller signs off section by section; agents resolve auditor follow-ups against the same binder. No 9pm Thursdays. No scrambled email threads.
Where the line sits.
Agents run the repetitive work your finance lead and Controller shouldn’t be doing. You stay in charge of the judgment.
Specifically, agents don't:
- Make the final assertion to the auditor on a balance — every sign-off is your Controller's.
- Soften variance explanations or redact ledger entries — agents draft what the data shows; your Controller decides what's shared.
- Send anything to the auditor before your Controller has signed off on the binder.
A human approves anything that changes your books, your customers, your compliance posture, or your people. Every time.
YOUR DATA STAYS YOURS.
Agents read what they need to do the work. Nothing is stored on our side. Nothing is used to train models.
PRODUCTION-READY ON DAY ONE.
Every deployment includes governance and approval chains, role-based access control, monitoring, and model management.
Ready to pressure-test it?
Talk to an agent or drop a note. We'll come back with a proposal.
FAQ
Frequently Asked Questions
Yes. Kickoff includes pulling your auditor’s PBC template and last cycle’s request list — agents draft the binder against that exact format. Big 4, regional, or VC-side audit, same rhythm.
No. Auditors see the binder your Controller signed off — same shape they always saw, just delivered faster. Agents are upstream of the auditor’s view.
We support external audit prep here — PBC list, evidence binder, variance evidencing. Internal-audit control testing is adjacent but a different flow. Tell us which audit you have coming and we’ll scope from there.
Three deployment options: our compliant environment, your cloud, or on-prem. Agents read inline to do the work — nothing copied, stored, or used to train models. Your Controller controls every artifact that goes to the auditor.
Let's look at your workflow together.
Talk it through with an operator now, or send a note. Tell us what's eating your week — we're here to take routine work off your team's plate so they move faster on what matters.
LIVE · TALK OR TYPE
Talk it through with your operator.
A few minutes with the operator who knows this kind of work. Tell them what's slowing you down; if it's a fit, we'll line up a human follow-up to take it further.
Talk or type — your choice. No phone number needed.
ASYNC · 1 BUSINESS DAY REPLY
Or send us your workflow.
Tell us what eats your week. We read every one and reply within a business day.
