AuditAI replaces your spreadsheets, shared drives, and legacy desktop software with a single intelligent workspace that covers every phase of the audit lifecycle — from planning to final sign-off.
A complete document management system with workflow controls that enforce the sign-off chain every firm needs — without the chasing, the confusion, or the lost files.
Prepared → In Review → Approved → Partner Approved → Locked. Role-based gates ensure only authorized staff advance each step.
Replace a workpaper and the old version is archived with a download link. Version badge shows v2, v3 at a glance.
Inline annotations on every workpaper — like Google Docs comments built for audit review. Resolve when addressed.
11 standard audit symbols (✓ ● ♦ F T A C ^ * R N) with user-defined labels. Digital audit marks, documented permanently.
Smart column detection eliminates the manual mapping that wastes hours at the start of every engagement. Connect QuickBooks or Xero and your trial balance is already there.
One-click OAuth connection. Import the trial balance directly from your client's accounting software — no export, no CSV, no reformatting.
AI reads your CSV or Excel and auto-detects account number, name, debit, credit, and balance columns. Adjust in the preview if needed.
Click any category cell to reclassify. Section subtotals update instantly. No re-import needed.
One-click export to UltraTax, CCH Axcess, or GoSystem. Your trial balance flows directly into your tax software.
Powered by Anthropic Claude — the most trusted AI for professional services. Every AI feature is grounded in your actual engagement data.
A floating AI assistant embedded in every engagement page. Veri has read your workpapers, findings, materiality, and risk assessments. Ask it anything. Answers stream in real time.
One button runs the full planning pipeline: materiality → risk → programs → analysis → report draft. Watch every step complete live. Go from a blank engagement to a complete audit plan in minutes.
Eight automated anomaly tests run simultaneously — Benford's Law, self-approvals, round numbers, duplicates, weekend entries, period-end clustering, suspense accounts, threshold breaches. AI-generated narrative included.
AI analyzes your open findings, sampling results, and anomalies — then recommends additional procedures with HIGH / MODERATE / LOW priority. Add to your audit program with one click.
Stop switching between tools. AuditAI replaces your workpaper binders, PBC spreadsheets, confirmation trackers, time logs, and client email threads — all in one workspace.
Create, assign, and track every engagement from planning through archive. Roll forward prior-year files in one click.
Structured procedure steps with assertion mapping, completion tracking, and per-program progress bars.
Log findings with condition, criteria, cause, effect, and recommendation. AI scores the adequacy of every Corrective Action Plan.
MUS, attribute sampling, and haphazard selection. Auto-calculated sample sizes. Deviation rate pass/fail determination.
Track bank, AR, and other confirmations (AU-C 505). Log exceptions. Monitor non-responses.
Auto-generated engagement letters for Audit, Review, and Compilation. Canvas e-signatures with IP logging and UTC timestamps.
Branded client portal with PBC uploads, document delivery, real-time messaging, and client e-signature. No client login needed.
AI-generated engagement proposals. Send a secure link. Client signs online. Convert to engagement in one click.
Log billable hours. Auto-generate invoices from time entries. Print-ready PDF output. Full invoice lifecycle management.
Weekly capacity grid. Color-coded overload indicators. Drag-assign staff to engagements. See who's available right now.
Budget vs. actual by engagement. Firm-wide margin analysis. Staff utilization rates. Know which clients are worth keeping.
SEFA builder. Federal program tracking. Type A/B determination. OMB Uniform Guidance findings workflow. Built for governmental auditors.
30-item PCAOB/AICPA QC checklist auto-generated per engagement. Accordion UI. Reviewer sign-off with date and title.
Immutable, timestamped log of every action in every engagement. Who did what, when — no gaps in the chain of custody.
Send confirmation requests to all staff via email. One-click confirmation. Conflict reporting. Automated reminders.
Multi-entity consolidation groups. Ownership percentage weighting. Elimination entries. Consolidated report with CSV export.
Upload invoices, bank statements, contracts. AI extracts structured data and routes it — invoice → PBC request, statement → journal entries.
Live presence avatars. Instant annotation updates. PBC submissions appear without refresh. Powered by Pusher WebSockets.
Native integrations with the accounting software your clients live in — no middleware, no third-party connectors, no manual export/import cycle.
OAuth direct connect. Import trial balance and journal entries in one click. Period-selectable. Auto-categorizes on import.
OAuth direct connect. Import trial balance by date. Import paginated journal entries. Full Xero organization sync.
Subscription management, self-service upgrades, customer portal, and webhook-based lifecycle — all handled automatically.
Encrypted file storage for all workpapers and documents. Presigned URLs. No public bucket access. Files never expire.
Google Workspace, Microsoft Azure AD, and custom SAML 2.0 (via BoxyHQ). Domain-enforced SSO for enterprise firms.
WebSocket-based live updates. Presence channels. Sub-second latency for annotations, PBC submissions, and chat messages.
Your client data is some of the most sensitive financial information in existence. AuditAI treats it that way.
All data encrypted in transit. No exceptions.
AES-256 encryption on Neon PostgreSQL and AWS S3.
Every query filtered by firmId. Zero cross-firm data leakage.
QR code setup, backup codes, enforced at login.
Signer IP, UTC timestamp, name, and title on every signature.
Upstash Redis rate limiting on all auth and AI endpoints.
Partner / Manager / Senior / Staff enforced at every API route.
Insert-only activity log. Cannot be modified or deleted.
AuditAI replaces the patchwork of spreadsheets, shared drives, and legacy desktop software that most CPA firms rely on — with one modern platform that actually understands how audit work gets done.
AuditAI is currently invite-only. Reach out to request access for your firm.