For audit & assurance firms
Audit firms drown in document chasing. We build the system that stops it.
PBC tracking, working papers, year-end crunch — the repetitive work that fills every engagement. We map it, structure it, and remove it. Same diagnostic, tuned to your stack.
What we see in audit firms
The same week-before-close, every engagement.
- 01Partners hunt for missing PBC documents the week before close.
- 02Juniors rebuild the same working papers from scratch every engagement.
- 03CaseWare / CCH / IRIS don't talk to email, Drive, or WeTransfer.
- 04Status of every engagement lives in one manager's head.
- 05Year-end queues stack up because document intake is manual.
- 06The 'right' template lives in a partner's personal folder.
What we'd build
Tailor-made systems for audit operations.
A PBC tracker that updates itself
Inbound documents auto-classified and matched to PBC line items — no more manual checklists or spreadsheet tracking.
Working papers assembly from clean data
Build the template once. Engagement-specific schedules generate themselves from normalised client inputs.
A clean client document portal
Clients upload, see status, get reminded automatically — no more email-and-WeTransfer chasing the week before close.
An engagement command dashboard
Partners scan every active engagement's status in 30 seconds. No more 'where are we on the X audit?' calls.
CaseWare / NAS integration
We don't replace your audit software — we wire what you already use into the document pipeline.
How an engagement runs
Four weeks, then you own the system.
Diagnose & scope
We map your engagement workflow with you, in detail, then write the build specification together.
Build & integrate
We build, integrate with your existing audit stack, and onboard a pilot team — usually one partner's engagements first.
Roll out & adopt
We support firm-wide adoption and hand over the system. You own the code, the data, and the operation.
Fit
We don’t take every project.
This is for you if
- You're a mid-size audit firm (10–150 staff).
- Year-end engagements eat senior time you'd rather sell.
- You want to own the system, not rent another platform.
Not the right fit if
- You want to wholesale-replace CaseWare / CCH / IRIS.
- You want a generic AI chatbot bolted onto your existing process.
- Your firm is happy with how things run today.
See where your firm's leverage is.
A few minutes. We'll name your biggest bottleneck and what it's costing you. If we don't find at least two worth fixing, we'll tell you, and we won't proceed.
Audit-specific questions · no pitch · you'll leave knowing where the time is going