Agile Audit
Cloud-native audit solution with risk-based planning, collaboration and integrated reporting.
Key Benefits
Reduce Rework
Link risks, controls and procedures, so changes automatically cascade throughout the file and ensure accuracy.
Faster Staff Ramp-Up
Give new team members clearer direction in workpapers, so they perform tasks right the first time.
Shorter Reviews
Surface open items early so managers can clear notes faster and staff stay focused on testing.
Defensible ASA Files
Follow ASA-aligned prompts and linked documentation so every file supports your conclusion.
Product Overview
Deliver ASA-aligned audits in one connected cloud engagement file. Keep planning, risk responses, testing and review linked, with analytics, client requests and built-in AI assistance to reduce rework and accelerate signoff.
Features
Seamlessly import the trial balance from your accounting software, then tailor the file to each client by activating only relevant documents, risks and procedures that match the scope.
Send PBC queries from the engagement, track status automatically, let clients upload in your secure cloud portal, then file responses as linked evidence in workpapers.
Run and manage analytics tests from one hub with filters, status tracking and configurable parameters. Review aggregated exceptions and jump to linked procedures.
Summarise lengthy and scanned PDFs, extract key points and get context-aware answers with source references so auditors spend less time searching and more time resolving issues.
How to Get Started
- Set up
Create an engagement file.
- Import
Import trial balance from Xero or CSV.
- Plan
Set materiality and tailor key risks.
- Test
Run work programs and document evidence.
- Finalise
Review, lock down and prep next year.
Additional Resources
Related Products
