Answers
It means connecting to source systems, automatically retrieving and matching support to transactions, flagging gaps early, and linking every document to the relevant workpaper—without relying on email threads and manual spreadsheet matching.
No. Finspectors layers on top of your current suite for evidence collection, validation, and triage, then exports results back to your binders and sign-off workflow.
A portal stores uploads. Smart collection also matches content to GL lines, validates completeness against your test plan, and surfaces missing support before review—so auditors spend time on exceptions, not chasing files.
When PBC delays routinely compress fieldwork, reviewers rebuild context from scattered email, or inspection feedback cites incomplete trails. Evidence is usually the highest-ROI starting point for automation.
Start with one engagement and one workflow—structured PBC plus auto-matching on a defined account population. Keep existing binders for sign-off; measure closure time and rework for two cycles before scaling.
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