Every part of the engagement, in one place.
Connect the evidence, collaborate with your client, run the procedures, and sign off — with a complete audit trail behind every number. AuditBot keeps the whole engagement moving.
Acme Trading Ltd
Statutory audit · FRS 102 · Year ending 31 March 2025
1
Overdue
2
Pending
1
In review
3
Done
- Rachel Morgan replied to Bank confirmation letters14:22
- AuditBot synced 892,156 GL entries from Xero09:14
- Daniel Roy uploaded March 2025 PAYE summary11:08
Journal analytics
GL entries analysed
892,156
- 892,156
- GL entries analysed
- 5,243
- accounts mapped & tied
- 3
- frameworks — FRS 102, 105 & IFRS
- Read-only
- FCA-regulated feeds
One screen for the whole engagement
Open the hub and see exactly where things stand — what's outstanding with the client, what the team is working on, and what just happened. No status meeting required.
- Requests pipeline — overdue, pending, in review and done at a glance
- A live activity feed across email, uploads, syncs and workflows
- Your to-do list, due dates and connector health, in the sidebar
- Rachel Morgan replied to Bank confirmation letters14:22
- Priya Shah started Miscellaneous payments testing13:42
- Daniel Roy uploaded March 2025 PAYE summary11:08
- Review bank reconciliation working paperToday
- Approve materiality memo for Sarah's reviewToday
- Chase Tide consent — Acme finance teamTomorrow
- Open Banking2 of 3
- Xeroconnected
- Companies Houseconnected
Every request and reply, on the file
Chase information once and track it to completion. Requests, emails and attachments stay linked to the engagement — so nothing lives buried in someone's inbox.
- A prioritised request list with due dates, comments and files
- Client and firm views of the very same pipeline
- Email threads linked straight to the request they answer
Re: Bank confirmation letters — chasing HSBC
Hi Priya, HSBC came back this morning with the signed confirmation. Still chasing Barclays and Tide — I'll forward those the moment they land.
Linked to r-001Walkthroughs that document themselves
Auto-join the scheduled call, transcribe it, and turn the conversation into a summary, key points, action items and decisions — captured straight into the audit trail.
- Auto-join and transcribe Microsoft Teams and Google Meet calls
- AI summary, key points, action items and decisions
- Actions and decisions flow on into tasks and the file
Revenue walkthrough — order entry to invoicing
Walked the full order-to-invoice cycle; phone orders are keyed manually and credit notes need FD approval.
- Order entry is manual for phone and email orders
- Credit notes are approved by the FD only
Evidence flows in, and stays in sync
Connect the bank feeds, the accounting system and Companies House once. AuditBot pulls the populations, indexes them as a single source of evidence, and runs quality checks automatically.
- Read-only, FCA-regulated open banking and accounting feeds
- Trial balance, GL, debtors, creditors and the FAR — indexed and queryable
- Automatic ties, reconciliations and freshness checks
Audit procedures that run themselves
Substantive procedures run over the gathered data, flag the exceptions worth your attention, and tie every result back to working papers — ready for review and sign-off.
- Journal analytics, payments testing, fixed assets and revenue procedures
- Exceptions ranked by risk and by value
- Progress, credits and sign-off tracked per workflow
Everything an engagement needs
Beyond the headline features, the hub carries the day-to-day work of the audit.
Tasks
Team to-dos with priorities, owners, linked items and comments.
Contacts
The audit and client teams, roles and responsibilities in one directory.
Audit trail
Every action timestamped and traceable, from request to sign-off.
Ask AuditBot
Ask questions about the engagement in plain English.
Companies House
Filings, officers and the public record, kept current.
Light & dark
A calm, fast interface that works the way you do — dark mode included.
From connect to sign-off
Four steps from a fresh engagement to a signed-off file — with the audit trail captured the whole way.
Connect
Hook up the bank feeds, your accounting system and calendars.
Gather
Requests, emails, uploads and meeting notes land on the file.
Test
Workflows run the procedures and surface the exceptions.
Sign off
Review, sign off and export — with the trail intact.
Built for evidence you can defend
AuditBot is read-only by design and records everything it touches — so the engagement file stands up to review, every single time.
Read-only by design
AuditBot pulls evidence but never writes back to your client's systems.
FCA-regulated feeds
Open banking runs over FCA-regulated AIS connections.
Immutable audit trail
Every action is captured and traceable, end to end.
Role-based access
Granular access for the audit team and the client side.
Run your next engagement here
Bring the evidence, the conversations and the procedures into one hub — and keep the audit trail intact from planning to sign-off.
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