Audit Prep Co-Pilot
Walks the PBC list line by line, ties each request to the GL transaction, the source document, and the approval trail — turns the 200-400 hour audit slog into a 60-120 hour signed-off package.
The problem
External-audit prep on a typical mid-market company eats 200-400 hours of finance team time per cycle. The Provided-By-Client (PBC) list runs 80-150 line items: bank reconciliations, AR confirmations, revenue cutoff testing, lease schedules, debt covenant compliance, fixed-asset rollforwards, equity rollforwards, related-party transactions. Each item demands a tie-out from the auditor's sample down to the GL transaction, the source document, and the approval evidence — and most of that chain lives in different systems with no automated joins. Materiality threshold gets renegotiated every cycle because last year's walkthrough doc is stale, GAAP vs. cash basis adjustments are reverse-engineered from memory, and the controller carries the entire evidence map in their head.
Audit-prep hours + audit-fee compression
PBC fulfillment 200-400 hrs → 60-120 hrs; 30-50% reduction in prep-quality follow-up requests; audit fieldwork timeline compressed 1-2 weeks
AICPA Audit Quality Center benchmarks; FERF Audit Fee Report 2024
Integrates with
How it works
Agent · Audit Prep Copilot
·PBC list · 32 requests ingested
PBC list · audit cycle FY26
32 requests · auditor: Carter & Co.Integrates with
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