Audit Planning

Transform your internal audit workflow with intelligent planning, automated documentation, and real-time collaboration—tailored to your firm's processes.

Project Dashboard

Manage all your audits in one place. Track to-dos, deadlines, progress, and team assignments while collaborating across workstreams with ease.

  • Manage all your audits in one place
  • Track to-dos, deadlines, progress, and team assignments
  • Collaborate across workstreams with ease

Overviews

Establish the foundation for your audit with comprehensive scope definition, framework alignment, and process prioritization.

  • Scope and objectives definition
  • Applicable frameworks & standards identification
  • Process identification & prioritization
  • SharePoint integration for document management

Walkthroughs

Meet with auditees and upload transcripts and notes from your walkthrough sessions. AI helps organize and analyze the information for better understanding of processes and controls.

  • Meet with auditees for process walkthroughs
  • Upload transcripts and notes from sessions
  • AI organizes and analyzes walkthrough information
  • Generate flowcharts from walkthrough sessions

Risk Assessment

Comprehensive risk identification and analysis tailored to your organization's specific business processes and control environment.

  • Identify and analyze key business risks
  • Assess risk likelihood and impact
  • Prioritize risks based on significance
  • Generate risk assessment reports

Control Identification

Automatically identify and map key internal controls to test across business processes. AI-powered analysis helps auditors understand control environments and identify potential gaps.

  • Automatically identify and map key internal controls
  • AI-powered analysis helps auditors understand control environments
  • Identify potential control gaps and weaknesses
  • Map controls to business processes and risks

Risk Control Matrix

Build comprehensive risk control matrices with AI assistance. Automatically map risks to controls, assess effectiveness, and identify areas requiring additional testing.

  • Build comprehensive risk control matrices with AI assistance
  • Automatically map risks to controls
  • Assess control effectiveness and design
  • Identify areas requiring additional testing

Document Requesting and Management

Request documents from auditees with a user-friendly interface. Automatic follow-up emails and AI-powered document management.

  • Request documents from auditees with a user-friendly interface
  • Automatic follow-up emails and reminders
  • Auto-categorization and AI-powered document summaries
  • Document markup and annotation with AI assistance

Document Insights

Extract meaningful insights from audit documents using AI-powered analysis. Automatically identify key information, patterns, and potential issues in uploaded documents.

  • AI-powered document analysis and insights
  • Automatic identification of key information
  • Pattern recognition and anomaly detection
  • Extract relevant data from complex documents
  • Generate actionable insights for audit teams

Auditee Portal

Provide auditees with a centralized portal for document uploads and collaboration.

  • Centralized document upload portal for auditees
  • AI flags missing or erroneous uploads before submission
  • Automatch files to document requests

Audit Logs

Maintain full audit traceability with comprehensive logging of all activities, changes, and decisions throughout the audit process.

  • Complete audit trail of all activities and changes
  • Track user actions and system modifications
  • Generate audit reports for regulatory requirements

Messaging and AI Chat Agent

Seamless communication and AI-powered assistance throughout your audit process. Get instant answers, guidance, and support from an intelligent chat agent.

  • Real-time messaging with audit team members
  • AI chat agent for instant audit guidance
  • Context-aware responses and recommendations
  • Document sharing and collaboration tools
  • Integration with audit workflows and processes

Ready to Transform Your Audit Planning?

See how intelligent planning can streamline your audit workflow.

Book a Demo