The problem
Sample vouching is necessary, repetitive and expensive. Staff spend hours pulling invoices, matching bank and payroll records and formatting workpapers — time that should go to judgement and client work.
What the platform does
- Sizes risk-based CAS 530 samples
- Matches items to invoices, bank, payroll and legal records
- Verifies GST/HST numbers
- Exports reviewer-ready workpapers
Estimated impact
22 hrs → 4 hrs
Estimated sample vouching on a mid-market audit — about 80% less.
People stay in charge
It runs as a private deployment. The platform prepares the evidence; your engagement team reviews every match, makes the audit judgements and signs off every workpaper.
How we get you there
- Streamline the process before adding technology.
- Capture the right data in one trusted place.
- Simplify the tools so they share the same data.
- Automate with AI, with your approval on decisions that matter.
- Run self-sufficient — with a system you can run and improve.
Questions
Does it replace auditor judgement?
No. It sizes samples and prepares matched evidence. The engagement team reviews, concludes and signs off.
Where does client data go?
It runs as a private deployment. Data access and storage are scoped with your firm before setup.
Want your team to run it confidently? See AI fluency training or browse all use cases.