Request confirmations, reports and missing evidence from the client
Chasing the standard request list is routine. The auditor decides what else is needed.
AI for Auditors
Auditor
Examines financial records, tests controls, verifies compliance, documents findings, and prepares audit reports with recommendations for corrections.
What should stay human.
Keep and amplify
Plan the audit with the client and agree the risky areas
Test samples of transactions and balances against the records
Prepare audit workpapers and document findings
Automate
Track statutory reporting deadlines and fieldwork dates
Log time against the engagement
Tasks, by type of work.
Each task has an experience tag (CX, SX or BX), a verdict, and example agents that often help with this kind of work. Agent suggestions come from our editorial scores, not vendor claims.
Inbox
Bookings & calendar
Track statutory reporting deadlines and fieldwork dates
Due dates can be diarised and reminded automatically.
Spreadsheets & data
Test samples of transactions and balances against the records
An agent can select samples and match many of the clear items. The auditor investigates exceptions and stands behind the testing.
Log time against the engagement
Time can be prefilled from the calendar and file activity.
Documents
Prepare audit workpapers and document findings
An agent can assemble evidence into a workpaper. The auditor writes the conclusion.
Draft the audit report and management letter
An agent can draft from the workpapers. The auditor forms the opinion and the wording.
Research
Check the relevant accounting standards and regulatory requirements
An agent can find and summarise the current rules. Applying them to this entity is the auditor's judgement.
Customer chat
Plan the audit with the client and agree the risky areas
Professional scepticism and a feel for where things go wrong start with a conversation.
Discuss significant findings and adjustments with management
This is a judgement-heavy, often difficult conversation. It stays human.
Sign the audit opinion
This carries professional responsibility. Only the auditor can sign.
Time freed, and where it goes.
Work an agent can take on
What comes off the desk.
- Track statutory reporting deadlines and fieldwork dates
- Log time against the engagement
Where those hours should go
Back into people, and the business.
- CX — Plan the audit with the client and agree the risky areas
- CX — Request confirmations, reports and missing evidence from the client
- CX — Discuss significant findings and adjustments with management
- CX — Sign the audit opinion
- SX — Staff experience: more time for the work that needs a person
- BX — Test samples of transactions and balances against the records
- BX — Prepare audit workpapers and document findings
- BX — Check the relevant accounting standards and regulatory requirements
- BX — Draft the audit report and management letter
Seen at
Business types where this role often appears, with a note on how it shows up there.
Want this set up for you?
If you would like someone to build these auditor flows in your business, tell us a little and we can match you with an agency. We don’t list agencies on this site.