Audit Planning

Build a smarter
plan from Day one

Bring together engagement understanding, materiality, risk assessment, scoping and audit planning in one connected workspace - so every audit starts with a consistent, well-documented foundation.

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The Problem

Audit planning deservers more than

spreadsheets & disconnected workpapers

Manual
Materiality

Materiality calculations and documentation are often prepared separately for every engagement.

Disconnected Risk Assessment

Risks, assertions and planning decisions are documented across multiple workpapers.

Complex
Scoping

Determining significant accounts and defining scope requires considerable manual judgement.

Limited Review Visibility

Partners spend valuable time understanding how planning decisions were reached.

Solution

One connected workflow.

One well-planned audit.

Understand

Engagement Understanding

Understand the client, business and audit environment before planning begins.

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Measure

Materiality

Set materiality thresholds that guide the nature and extent of audit procedures.

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Assess

Risk Assessment

Identify significant financial statement and assertion-level risks requiring audit attention.

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Define

Scoping

Determine the accounts, assertions and areas that fall within the audit scope.

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Plan

Audit Plan

Bring every planning decision together into a structured, review-ready audit plan.

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Planning Features

Powerful capabilities for every