Assembles. Reconciles. Documents. Hands Off
Assembles the audit document request list (PBC), pulls evidence from every system, drafts walkthroughs, reconciles GL accounts to source, hands off to auditors with full traceability. External audit drops from 8 weeks of finance-team distraction to 2 weeks of focused review.
By the numbers
The use case
Group Controllers and Financial Controllers running 8 weeks of distraction every year for external audit. PBC list arrives from the auditor — translated manually into a SharePoint task list. Walkthrough documentation in Word + Excel, last updated at year-end-minus-one. Evidence pulled by hand from six systems. Reconciliations rebuilt from scratch because the prior year's working papers don't tie. Audit fee climbs every year because prep is rushed.
Audit Prep Agent assembles the PBC list, pulls evidence from every system, drafts walkthroughs from the live transaction trail, reconciles every material GL account to source, and hands off into the auditor's portal with full traceability. Open items tracked end-to-end. Pairs natively with Internal Controls Agent (control-evidence pack), Sanctions Agent (KYS evidence per vendor), Regulatory Reporting Agent (CbCR + ESEF tie-out). 8 weeks of distraction becomes 2 weeks of focused review.
For who
Capabilities
Builds the Prepared By Client list from prior-year auditor requests + current-year scope changes. Removes items the auditor already received via portal; adds items required by new accounting standards or transactions.
Pulls evidence from ERP, payroll, expense system, contract repository, banking, and procurement — no manual download. Tagged by PBC line item, indexed by GL account, timestamped for chain-of-custody.
Drafts process walkthroughs (P2P, O2C, payroll, close) from the actual transaction trail + control configuration. Updated continuously — never the year-end scramble in Word + Excel.
Reconciles every material GL account back to source — invoices, receipts, contracts, payroll registers, fixed-asset records. Reconciling items flagged with reasoning chain. Auditor sampling pre-pulled.
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ISO 27001:2022 · GDPR · EU-hosted · Full audit trails · Trust Center →
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