The Workpapers
Write Themselves
Professional-grade diagnostics, testing, and workpapers — built on ISA and PCAOB standards. Zero data retained.
847 transactions
62 accounts
FY 2025
< 3s
0/108 tests
3 findings108 tests run across 9 tools · 3 findings flagged
JE Testing · Revenue · AP · Sampling · ...
0.0 MB
Processed in-memory and immediately destroyed. Raw financial data is never stored.
One gesture. Instant recognition.
Twelve Tools. One Platform.
Twelve purpose-built tools. Explore each one to see exactly what you get.
Trial Balance Diagnostics
Upload a trial balance and receive a complete diagnostic workup — typically under three seconds for files up to 10,000 rows in a standard cloud environment. Seventeen financial ratios, automated account classification, anomaly flagging, and full financial statement generation — all from a single file upload. The foundation of every engagement.
Built for Financial Professionals
What used to take days now takes seconds. Your client's raw financial data is never stored — the architecture makes it impossible. Every output is report-ready the moment analysis completes.
Zero-Storage Security
Never written to disk. Never retained.
Every file is processed in-memory and immediately discarded after analysis. Nothing is written to disk. No raw data is retained. Zero exposure, by design — not by policy.
Precision at Every Threshold
Set once. Applied everywhere.
Configure materiality to your engagement. Every flag, every ratio, every anomaly is weighted against your criteria — not generic defaults. What matters surfaces. What doesn't, stays out of the way.
Professional-Grade Exports
Done before you close the tab.
PDF memos with ISA and PCAOB citations. Excel workpapers with full underlying data. CSV exports for downstream analysis. Formatted and ready to file the moment analysis completes.
From Raw Data to Diagnostic Intelligence
Upload your source document. Receive a complete diagnostic workup in seconds.
Upload
Raw trial balance data
Ten formats: CSV, Excel, TSV, TXT, QBO, OFX, IIF, PDF, and ODS. Multi-sheet workbooks supported.
Analyze
Intelligent classification
Automated account typing, anomaly detection, and materiality assessment in seconds.
Export
Reclassified intelligence
Professional PDF summaries and Excel workpapers. Branded and ready for delivery.
Upload
Raw trial balance data
Ten formats: CSV, Excel, TSV, TXT, QBO, OFX, IIF, PDF, and ODS. Multi-sheet workbooks supported.
Analyze
Intelligent classification
Automated account typing, anomaly detection, and materiality assessment in seconds.
Export
Reclassified intelligence
Professional PDF summaries and Excel workpapers. Branded and ready for delivery.
Standards-Driven by Design
Every test cites its standard. Every memo follows ISA/PCAOB format.
140+
Automated Tests
Across all 12 diagnostic tools
ISA · PCAOB · ASC
Per-Memo Citations
Every export cites the governing standard
Zero
Lines Stored
Client data never written to disk
< 3s
Diagnostic Runtime
Typical runtime for standard trial balance files
Every Test Cites Its Standard
Twelve audit-focused tools. Every result traceable to a published accounting or auditing standard.
0+
Automated Tests
Across all 12 diagnostic tools
0
Audit Tools
TB · JE · AP · Revenue · Payroll + more
0
Standards Referenced
ISA · PCAOB · IFRS · ASC · IAS