Every engagement, staffed with agents.
You're not just doing the audit anymore — you're managing a team of AI agents that prepare, review, and draft across the engagement while you direct the work and approve the results.
One agent platform. Four commitments that never move.
AI proposes. Deterministic code calculates. Humans approve.
Every agent on this page works the same way. It drafts and suggests — it never decides, and the math never comes from a language model.
AI proposes
Agents draft answers, categorizations, checklist responses, request lists, and workpapers. Each proposal arrives as a draft with its reasoning, so you can see why before you act on it.
Deterministic code calculates
Where numbers matter, deterministic application code does the calculating. A language model never invents a total, and the same inputs always produce the same result.
Humans approve
No agent signs off on anything. Every draft, mapping, and answer waits for a person with judgment — and a name — to review it and approve it.
Meet the team you'll be managing.
Specialized agents across the engagement. Every one of them drafts; every draft ends at your review.
On every procedure
Four modes on every audit procedure, launched right in context.
AI Help
Answers questions about the procedure in front of you — guidance for you to weigh with your own judgment, not conclusions to accept.
AI Prepare
Drafts the procedure so you start from a draft instead of a blank workpaper — you edit it and approve it.
AI Review
Reads the completed procedure and flags what deserves a second look — every flag is a suggestion for a human reviewer.
AI Perform
Works the procedure and shows what it did — nothing stands until you review the result and approve it.
Across the engagement
Reviews that read wider than a single procedure — and still end at your desk.
AI Review Entire Engagement
Reads across the whole engagement and returns its observations for the engagement team to evaluate and act on.
AI Review Category
Runs the same review on a single category, so you can take its feedback one area at a time — and decide what to do with it.
AI Review Overall Strategy & Plan
Reviews your overall strategy and plan, with risk assessment down to the assertion level — and proposes changes for you to accept or decline.
Disclosure
Checklist answers and footnote drafts that show their work.
Disclosure Checklist Agent
Drafts Yes, No, and N-A answers from the client's extracted financial statements. Every line carries its reasoning, a confidence level, and a verbatim supporting citation — and you confirm each answer.
Disclosure Drafter
Drafts footnote text so a disclosure never starts from nothing — it hands you a draft, and you edit it into final language.
Data
From client documents to categorized trial balance — with you checking the work.
AI Trial Balance Categorizer
Maps uncategorized trial balance accounts to leadsheets and presents the mapping for you to accept or change.
AI Request List Generator
Drafts a tailored PBC request list from the trial balance — you trim it, add to it, and send it.
AI Response Check
Compares client uploads against the request — hints for the client, indicators for the firm, and the call on completeness stays yours.
Sample Assist
Interviews you and fills in the AU-C 530 sampling form as you answer — you review the form and save it.
Document Extraction
Extracts the client's financial statements and documents into text the other agents can cite — and you can check the extraction against the source.
Output
Workpapers, workbooks, and reports — drafted for you, finished by you.
AI Workpaper Generation
Generates Word, Excel, PDF, and Markdown files attached as workpapers — drafts you edit and sign off like any workpaper you wrote yourself.
Financial Statement Workbook
A dedicated agent for the financial statement workbook — it drafts the workbook, and your team reviews it.
Report Studio
Ask in plain English and get reports scoped to your firm's data — save the ones worth keeping and rerun them anytime. What the numbers mean is still your call.
The LeasePunch agent team
The same design rule runs AuditFile®'s lease accounting product.
Lease Orchestrator + Contract Abstraction, Portfolio Review, and Close Package agents
One orchestrator coordinates the lease agents from contract to close package — and every proposed change waits for a human to approve it.
Meet the LeasePunch agents →Grounded, isolated, and never trained on your data.
An agent you can't explain is an agent you can't use on an audit. Every AuditFile® agent is built to be answered for.
Grounded answers with citations
Answers cite professional literature, so you can check the source instead of trusting the summary.
No training on customer data
Your engagements, workpapers, and client files never train a model. Zero training on your data — full stop.
Zero-retention model calls
Model calls run with zero retention: once the answer comes back, the prompt and the response are not kept.
Firm and user isolation
Agents see only what the signed-in user at your firm is allowed to see — isolation applies to the AI just as it applies to people.
The agents live where you work.
The same engagement, the same agents, the same approvals — on whichever screen you happen to be holding.
On the web
The full platform in your browser — every agent on this page, launched in context on the engagement.
iPhone, iPad & Watch
The engagement — and its agents — in your pocket and on your wrist.
See the iOS appsIn the terminal
The same agentic platform from the command line, where some partners actually live.
See the CLIPut a team of agents on the audit.
Direct the work. Approve the results. Let the agents do the drafting in between.