Audit document collection — collected, validated, audit-ready.
Reusable audit checklists per engagement type. Clients upload on WhatsApp and Email. AI validates each document. Your team only reviews what passes the gate — and you keep a complete audit trail for every working paper.
What You Can Do
Built around how auditors teams actually work — collect, validate, track, close.
- Pre-built checklists for statutory, tax, and internal audits
- AI validation on legibility, type, completeness, and key fields
- Per-client workspace with version history and reviewer notes
- Tiered reminders for documents pending or overdue
- Audit trail of every request, upload, review, and approval
- Templates for recurring engagements — copy and reuse next year
Pre-built Flows
Audit-focused flows — live today.
- Statutory Audit
- Tax Audit (Section 44AB)
- Internal Audit Engagement
- AOC-4 Filing (Annual Financials)
- Audit Working Papers Collection
- Ad hoc / Custom Flow
- Share Documents with Client
Common Documents
Pre-built checklists cover the documents you collect every day. Customise any of them in minutes.
- Trial balance, ledgers, journal vouchers
- Bank statements and reconciliations
- Sales and purchase registers
- Fixed asset register, depreciation schedule
- Statutory compliance certificates
- Management representation letters
How It Works
Four steps — from request to a clean, audit-ready record per client.
Pick or build a checklist
Start from a pre-built template or build a custom checklist for any client requirement.
Send on WhatsApp & Email
Add the client, set a deadline, hit send. No login required for the client.
AI validates every upload
Document type, legibility, completeness, and key fields — flagged before your team opens it.
Review, approve, archive
Your team reviews exceptions, approves, and archives — with a full audit trail per client.
Frequently Asked
Quick answers for auditors teams.
Can different team members review different sections?
Yes. Assign sections of the checklist to different reviewers. Partner sees consolidated status; team sees what is theirs.
Is the audit trail enough for ICAI / regulatory documentation?
Every request, upload, AI validation, reviewer action, and approval is timestamped and exportable per engagement.
Can clients upload sensitive financial data securely?
All uploads are encrypted in transit and at rest. Access is per client and per team member.
Audit-ready by design.
Reusable checklists, AI validation, full trail per engagement.