Audit readiness agent
Ready for the auditor before they ask.
Getting ready for audit is one of the biggest jobs in a finance team's year. The audit readiness agent builds the audit file as the year goes, so when the auditor's request list arrives, most of it is already done.
What it does
01
Ties every balance to the ledger with a schedule behind it.
02
Collects the evidence for each balance: bank letters, invoices, contracts, payroll records.
03
Works through the auditor's request list and tracks what is still outstanding.
04
Answers auditor questions from your records, with the source document attached.
05
Flags gaps and unsupported balances before the auditor finds them.
You decide
What is sent to the auditor.
A person checks
Our accountants review the audit file before the auditor sees it.
How we bring it in
Nothing changes until the agent gets it right.
01
We learn how you work now
One round of questions and a call. We write down every job, who does it today and which systems it touches.
02
We connect, read-only
The agents read your bank, ledger and tools. They change nothing yet.
03
A parallel run
The agent does the job next to whoever does it today, for one or two cycles. We compare the results line by line. Nothing it does goes out.
04
Switch on, one agent at a time
Only when the results match, and only when you say so. The rest of your process stays as it is.
05
Our accountants stay on it
A named accountant checks the work and answers to you. If something looks wrong, a person looks at it.
Questions.
Are you our auditor?
No. We get you ready for the audit. Your auditor stays independent and does the audit.
Does it work with our current auditor?
Yes. It works from your auditor's request list, in the format they ask for.
The rest of the team
Start with the audit readiness agent.
A free call. Tell us your companies and how this job is done today.
Talk to us