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AI Engineering for Audit Practice

We automate PBC list management, confirmation tracking, tick-mark documentation, and engagement budgeting — built and operated for you.

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What We Automate

We don't know every problem in your operation. You do. These are the types of work we engineer AI for. You tell us where it hurts most.

Incoming Request Processing

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Requests come in from everywhere in every format. We read, classify, and route them.

PBC responses confirmations management representations

Data Entry Automation

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Your team re-types data from one system to another. We eliminate that.

trial balances lead schedules tick marks adjusting entries

Document Generation

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Workpapers and reports assembled from engagement data automatically.

confirmation letters PBC request lists management letters

Compliance & Audit Readiness

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Peer reviews shouldn't be fire drills. We keep you ready all the time.

GAAS compliance methodology adherence workpaper completeness

Risk Detection

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Patterns hiding in your data that your team can't catch at scale. AI finds them.

unusual transactions variance anomalies budget overruns

Reporting & Consolidation

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Engagement data pulled together so partners see the real picture.

engagement status budget vs. actual realization rates
See How We Work →
Case Studies Pricing

Common Questions About AI for Audit Practice

How do we start?
We start with a 2-week AI Roadmap. Our engineers spend time inside your audit practice — watching your staff chase PBC lists, mapping your confirmation tracking process, measuring your tick-mark documentation hours. The output is a ranked list of workflows by ROI, with implementation timelines and expected savings. No commitment to build beyond the roadmap.
What does my team do differently on day 1?
Almost nothing. The first workflow runs alongside your existing process — AI processes PBC requests or confirmation tracking in parallel while your team works normally. Once accuracy is validated (typically 2-3 weeks), we switch over. Your staff starts managing exceptions instead of processing everything manually. The transition is gradual, not a big bang.
How does this work with our audit software?
We build on top of your existing systems. We integrate with CaseWare, CCH ProSystem, Engagement, and every major audit platform. The AI layer connects your audit software, document management, and client portals. Your IT team keeps managing infrastructure. We build the automation that sits between your systems.
What about audit quality and professional standards?
Every workflow we build respects GAAS and PCAOB standards. The AI validates workpaper completeness against your methodology and flags items that need reviewer attention. We maintain audit trails for every automated step. The AI doesn't make audit judgments; it eliminates the manual work around documentation.
How do we measure success?
We define success metrics with you before building anything. Typical metrics: PBC collection time, confirmation response rate, workpaper preparation hours, and engagement budget variance. We set up dashboards that show before/after in real-time. If the numbers don't improve within 90 days, we fix it on our dime.
What's the total cost for year 1?
Two options. Per Workflow: $25K-$75K per workflow, best for starting with one high-impact process like PBC tracking or confirmation management. Dedicated Team: ~$22K/month for 2+ AI engineers embedded in your practice, building multiple workflows continuously. Most audit practices start with one workflow, prove the ROI, then move to a dedicated team.

Your operations are too complex for manual processes.

Book a free 30-minute AI Assessment. We'll map your highest-volume workflows and show you the 3 processes with the highest ROI.

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