Answers
It connects to source systems, matches document content to transactions automatically, flags gaps early, and links files to workpapers—eliminating manual chasing and late-cycle surprises.
Finspectors can connect to existing shared drives and inboxes while offering a secure upload portal when needed—reducing friction for clients and auditors.
AI reads document content—invoice numbers, amounts, dates—not filenames—so matching stays accurate even when clients use poor naming conventions.
Many teams report 20–30% fieldwork time savings on evidence-heavy engagements once matching and gap detection run automatically.
No. Automation handles collection and initial matching; auditors still assess sufficiency, relevance, and conclusions for each procedure.
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