Better
planning

Replace assumptions with scoping and risk decisions grounded in trial balance diagnostics, standards-linked guidance and smart workflows, so fieldwork starts with a risk-led plan.

Start every engagement with clarity

Data-backed planning decisions

Trial balance data, entity understanding and risk inputs are used to determine scope and focus before fieldwork begins, rather than during execution.

Risk assessments that drive procedures

Identified risks directly generate and shape audit procedures. Planning outputs inform execution rather than sitting alongside it.

Less rework caused by late risk changes

Reduce downstream adjustments by resolving risk, scope and materiality decisions early in the engagement.

Consistent planning, tailored by engagement

Apply a firm-defined planning approach while adapting for industry, entity size and engagement-specific risk factors.

Informed planning driven by data, risk and context

Guided data ingestion and mapping

Start with reliable information. Import trial balance, general ledger and other client data through guided workflows with validation and completeness checks, establishing a reliable foundation for planning.

Context-driven risk assessment

Let context inform your conclusions. Capture entity-specific information and internal control understanding to automatically shape your risk assessment and planning decisions.