- Where it gets stuck
- The request list goes out weeks before fieldwork: fixed asset additions, the stock count, the payroll reconciliation, board minutes, contracts. Items arrive by email, through a portal and on a USB key, some of them incomplete, and the audit senior finds out what is missing on the first morning on site.
- What the workflow does
- Starting from the request list you already send, each item is matched to what arrived, wherever it arrived, and marked received, incomplete or open, with the person at the client who owns it. Follow-ups are drafted in the firm’s tone and grouped per owner, the audit senior approves them before they leave, and the manager sees the open items of every engagement in one list. Nothing is filed as evidence until a member of the audit team has checked it.
AI for audit firms
Fieldwork starts Monday, and the client has sent nine of the sixty items on the PBC list.
We chase the PBC list and the external confirmations from your audit software and Outlook, and the audit manager approves every request before it leaves.
AI in auditing is most useful on the work around the audit file that still runs by hand in many audit firms: chasing the PBC list, tracking external confirmations and clearing review notes into a draft management letter. The workflow starts from your audit software and your own request templates, nothing reaches a client, a bank or a lawyer without the audit manager’s or the partner’s approval, no client ledger is pasted into a public chat tool, and materiality, sampling, every judgment and the audit opinion stay with your auditors.
Today
- PBC listSixty items requested in one spreadsheet, nine received, follow-ups sent one email at a timeFieldwork starts Monday
- Bank and receivables confirmationsTwelve sent, five back, two banks asking for a new signed authorityTracked in a spreadsheet
- Review notesForty open notes from the manager, the management letter points scattered across themPartner’s weekend before signing
With the workflow
- PBC trackerWhat has arrived, what is incomplete and what is still open, per area and per owner at the clientFollow-up waiting for the audit senior
- Confirmation logEach request, its channel, its reminder dates and the replies that differ from the ledgerExceptions flagged to the manager
- Management letter draftControl points gathered from the review notes and last year’s letter, with the client’s responses to chaseReady for the partner
Where do audit teams lose the most hours on each engagement?
Each comes back on every audit engagement, relies on records the firm already holds and ends with a decision by the audit manager or the partner.
Fieldwork waits on a PBC list nobody can see in full
Confirmations go out on time and come back whenever the bank decides
- Where it gets stuck
- Bank, receivables, payables and lawyers’ letters are sent through Confirmation.com, by email or by post, each with its own authority and reminder rhythm. The log is a spreadsheet, the replies land in several inboxes, and a balance that differs from the ledger is spotted late.
- What the workflow does
- Each confirmation request is logged with its channel, its date and the next reminder, the reminders are drafted for the manager to approve, and every reply that comes in is set against the ledger balance it confirms. Differences are flagged to the audit manager with the reply attached; deciding what they mean and which alternative procedures to run stays with the audit team.
Review notes and the management letter are cleared the weekend before signing
- Where it gets stuck
- The manager’s and the partner’s review notes pile up in the audit file, last year’s file is rolled forward by hand, and the control points for the management letter are scattered across notes, working papers and emails. The partner pulls them together just before signing.
- What the workflow does
- Last year’s file is rolled forward with the points carried over listed, open review notes are tracked by owner, and the control findings recorded in the working papers are gathered into a draft management letter in the firm’s template, each point linked to the working paper it came from, next to last year’s points and the client’s answers. The partner decides what goes in the letter and signs the audit opinion.
Which flow should you start with?
Three questions take about a minute, and the answer points to one of the moments above, or to a smaller step when a workflow would be too much.
Answer the three questions to see where to start.
This is an exercise: nothing is sent when you use this selector.
Play a quarter in a firm like yours
The Profit Game puts you at the head of a fictional accounting firm: pricing, hiring and AI decisions, with 100 simulated futures before each one. It is free and takes about 6 minutes.
Play The Profit GameDo we have to change our audit software?
No. The workflow reads the audit file, the request lists and the inboxes your firm already uses, prepares a list or a draft and puts it back where your team works, once the audit manager or the partner has approved it.
- A fieldwork date or a client email arrivesFieldwork approaching, a confirmation reply, a review note raised in the audit file.
- The engagement is readRequest list, audit file, ledger exports and confirmation log, within the access you allow.
- A list or a draft is preparedOpen PBC items, confirmation reminders or the management letter draft, each point linked to its source.
- The audit manager or the partner decidesYour edits stay inside your firm’s own deployment, so the next draft starts closer to what the firm would have sent.
- Back into your toolsThe follow-up leaves from Outlook and the tracker is updated in the audit file.
- CaseWare
- Inflo
- Confirmation.com
- DataSnipper
- Outlook
- SharePoint
- Microsoft Teams
- Excel
Three conditions before anything acts
Your existing tools
The workflow runs inside the tools you already pay for, with the access rights they already have, so the team keeps its usual screens.
A named person approves
Every draft waits for a named person. Nothing goes out in the firm’s name without that approval, and exceptions go back to a human.
Every step leaves a trace
Sources, drafts, corrections and approvals are recorded, so you can see why an output was prepared and improve the next one.
The path from here: three steps
The free Leverage Scorecard
You fill it in online, without a call. The result shows at once, and only the detailed report asks for a work email.
A 30-minute call
You tell Loïc Guyon, the founder, where the time goes, and together you see whether a workflow is worth testing.
The Leverage Assessment, $999, excluding tax
A review of where you stand today and where AI can help, in two 45-minute sessions with a written report between them. If it is useful, we test one or two workflows on your own examples, anonymised or invented when the data is sensitive. The fee is deducted in full if you continue to a build, with no obligation to build. It is invoiced by AI Jungle LLC, a US company.
Looking for a specific product?
PitstopThe shared workspace for clients, engagements, sources and decisions, so an engagement’s history is readable when the team changes from one year to the next.Discover Pitstop →Managed AI agent serviceWe build, run and maintain one defined workflow, such as PBC chasing, with named approvers, a written scope and handover notes.See the managed service →
Before you decide, your audit manager marks our work on one of your own past engagements
AI outreach case study: Asia-Connect. In 3 months of production use: 755 executives contacted, a 24% reply rate, 139 qualified meetings booked, 90 of them held, and 0 messages sent without the partner’s approval.
“In the last three months, the agent helped me to book more than 90 qualified meetings with executives I would never have had time to reach, and I approved every single message before it went out. It works while I am in meetings.”
During the Assessment we work on one closed engagement: you send its PBC list with the dates items arrived, the confirmation log and the review notes still open at the end of fieldwork, under a confidentiality agreement signed first and with the client’s name and every counterparty replaced by codes. We return the follow-ups we would have drafted, the confirmation differences we would have flagged and a draft management letter. Your audit manager marks each point right, missed or wrong in about an hour, and you keep that result whether or not you go ahead. Approval works the same way in production: at Asia-Connect, an executive search firm, the partner approved every message before it went out. Read the case study
What audit partners ask before a call
Where does our clients’ financial data go?
No client ledger or confirmation is pasted into a public chat tool. The workflow reads only the engagements, mailboxes and folders you name, and any step that your quality management system or your independence and confidentiality obligations exclude stays manual.
- Your data is hosted in Germany, on Hetzner, and none of it is used to train a model.
- If you have a constraint such as professional secrecy, sensitive data or a contractual requirement, processing stays in the European Union; otherwise we choose, for each task, the model with the best price-to-intelligence ratio, and you get the provider and the place of processing in writing before it reads anything.
- A data processing agreement is signed before anything is set up or sent, including for the workflows tested during the Assessment, and you receive the written list of the systems that will read your data.
- Your installation is kept separate from every other client’s.
- Everything is yours, your data and everything produced for you: at the end of the contract you receive a full export, then all of it is deleted from our systems.
- A person approves everything before it is sent, and you can refuse any step, which then stays manual.
Which audit firms is this for?
Owner-led audit firms, and accounting practices with an audit team, where audit seniors and managers still chase PBC items, track confirmations and clear review notes themselves. The workflows cover that work around the audit file, not the risk assessment, materiality, sampling or the opinion.
Our audit software already has a client request portal. What do you add?
Keep it: CaseWare and Inflo handle requests and documents well. The workflow adds what sits across tools: items that arrive by email instead of through the portal, the confirmation log and its reminders, and the management letter points gathered from the review notes. When the portal already tracks the PBC list, the follow-ups start from it.
Can you connect CaseWare, Inflo or our confirmation provider?
Usually, through the connections, exports and access rights those tools already offer, and a request list kept in Excel works too. Client ledgers come from the exports you already receive. When a system has no usable connection, that step works from an export or stays manual, and the Assessment says so before anything is built.
What should we start with?
Usually PBC chasing: it repeats on every engagement, the request list already exists in your planning templates and an audit senior sees quickly whether the tracker is complete. Use the selector on this page, then bring one closed engagement to a 30-minute call.
Does this change who is responsible for the audit opinion?
No. The opinion, the judgments behind it and the signature stay with the engagement partner and the firm, under the auditing standards you apply (ISAs, or the PCAOB and AICPA standards in the US), which is why nothing reaches a client, a bank or a lawyer unapproved and nothing is filed as evidence until a member of the audit team has checked it. Every draft keeps the sources it was built from, which helps your engagement quality reviewer and any inspection. The contract sets out in writing what AI Jungle answers for, and we give you wording to check with your professional indemnity insurer.
How much does it cost?
The Leverage Assessment costs $999, excluding tax, and the amount is deducted in full if you continue to a build. It is invoiced by AI Jungle LLC, a US company. The Leverage Scorecard is free, and the full path is described above.
In 30 minutes, we pick the closed engagement we will work on in the Assessment.
If you book the Assessment, you send its PBC list, confirmation log and open review notes, with names replaced by codes, under a confidentiality agreement signed first. By the end of the call you know what to send and when you get the result back.