Audit File System

Engagement-Aware

File Control

Manage client documents within an secure and engagement-aware system that keeps files searchable, structured, access-controlled and audit ready at all times.

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File manager interface showing folder structure and a list of documents including a PDF bank statement named HDFC_Bank_Statement_Apr25.pdf with details and tags on the right panel.

Fragmented Storage

Audit Documents Are

Scattered

Siloed files in drives and inboxes lead to version confusion, weak security, and zero visibility.

Our Solution

Make Audit Documents

Instantly Accessible

Structured Access

Centralized Document repository

Access documents in a secure workspace - eliminating the hassle of collating data from unsecure drives and email threads.

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User interface of a file manager showing a search bar with the instruction to find contracts and sort by latest upload date, and a table listing files with columns for Name, Document Type, and Linked to.

Chat interface showing a conversation with Fins AI summarizing PPE-S01-Guidance and Lead Sheet, listing steps: understanding question, gathering data, thinking, audit objective and compliance summary, and two follow-up questions on checklist and risks of non-compliance.

File Exploration

Find, Preview and Cross-link

Search across every file

Preview without downloading

Add notes for review

Link files to workpapers

Secure Access

Only the Right People Access Files

Granular Access Rules

Define permissions by organization, client, engagement, and role.

Secure Collaboration Controls

Share files confidently with reviewers, partners, and clients.

Compliance-Ready Security

Built to support SOC2, ISO, and GDPR requirements.

Audit Trail Visibility

Track access history and document activity across engagements.

User roles list with icons including Super Admin, Client Admin (selected), Engagement Admin, Engagement Member, and External Collaborator, below are security certification icons for AICPA SOC, ISO 27001, and GDPR.

File Manager Features

Audit-Ready

File Infrastructure

Instant Preview

Open PDFs, Excel files, and images directly inside your audit workspace.

Smart Import

Automatically organize uploaded files into correct engagement folders instantly.

Advanced Search

Find documents by name, content, metadata, or linked audit area.

Bulk Uploads

Upload large batches of documents without disrupting system performance.

Access Control

Restrict downloads and file visibility based on role permissions.

Engagement Structure

Maintain consistent file hierarchy across every client engagement.

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with Finspectors

Substantive Testing

Automate evidence collection and workflows

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Risk Assessment

Risk scoring at transaction level with ML