Why We Built Paciolus

Most analytics platforms are adapted for financial professionals. Paciolus was designed for them from the first line of code.

“The moment when you need a defensible answer shouldn’t depend on the size of your firm. We built Paciolus so it doesn’t.”

What Paciolus Is — and What It Is Not

What Paciolus Is

  • A data analytics platform for financial professionals
  • A tool that identifies anomalies for auditor evaluation
  • A workpaper-ready export system (PDF, Excel, CSV)
  • Built on Zero-Storage architecture for maximum data privacy

What Paciolus Is NOT

  • Not an audit software that replaces professional judgment
  • Not a system that provides assurance opinions
  • Not a tool that generates audit evidence
  • Not a platform that stores your financial data

Zero-Storage Commitment

Paciolus processes financial data entirely in-memory. Nothing is written to disk, stored in a database, or retained after your session ends. Learn more about our technical approach.

Security

No database to breach. Financial data is processed in-memory and never written to disk or persisted in any store.

Privacy

Zero retention by design. Once your session ends, all uploaded data is gone. There is nothing to subpoena, leak, or expose.

Compliance

Simplified GDPR and CCPA posture. When you store nothing, data subject requests become trivial.

Built for Financial Professionals

Audit Background

Designed by professionals who understand ISA and PCAOB standards. Every workflow reflects how audit teams actually work.

Professional Standards

Every test battery references applicable professional standards. Memos cite ISA 240, ISA 500, PCAOB AS 2401, and more.

Workpaper Ready

PDF memos with signoff lines, Excel exports with full underlying data, and CSV output for downstream analysis.

How Paciolus Is Different

Zero Installation

No desktop software, no plugins. Open a browser, upload a file, get results. Works on any OS, any device.

Zero-Storage by Architecture

Raw financial data never touches a database. Other platforms store everything persistently — we process in RAM and destroy on completion.

Standards-Cited Memos

Every PDF memo cites the governing ISA, PCAOB, IFRS, or ASC standard. Ready to file directly into your working papers.

Sub-3-Second Analysis

Upload to results in under three seconds for a typical trial balance. No batch queuing, no overnight processing.

Where Paciolus Fits in Your Workflow

Paciolus is a standalone analytics platform that complements your existing tools. It accepts 10 file formats including QuickBooks exports (QBO, IIF), bank feeds (OFX), Excel, CSV, TSV, TXT, PDF tables, and ODS spreadsheets.

Export results as PDF memos, Excel workpapers, or CSV files and import them directly into your working paper system — whether that's CaseWare, TeamMate, or a firm-internal structure.

Every tool run is logged in your activity history with timestamps, so you have a documented record of which analyses were performed, when, and for which client. This log is visible in your workspace and included in the diagnostic package export.

Start your first analysis.

Seven-day trial. All twelve tools. Your client's data is never stored.