Co-Audit
Ask, analyze, act — in one audit conversation.
Co-Audit brings document analysis, task awareness, and platform actions into a single thread — so teams move from question to next step without leaving the audit.
The reality
Audit questions rarely live on one screen.
A value lives in a PDF. A schedule sits in Excel. A task hides in the engagement. The work is real — the context is scattered.
“What page shows the prepaid balance?”
“Where is the cash testing task?”
“What's our materiality threshold?”
“How do I run JE testing?”
The conversation
Ask once. Keep moving.
Co-Audit reads the support, points back to the source, and connects the answer to the next action — in the same thread.
01. Ask
Plain-language entry. No need to pre-sort whether the answer lives in a file, a task, or a workflow.
02. Trace
Answers tie back to the source — page, row, or cell — so reviewers can verify without hunting.
03. Act
Move from answer to next step. Create work directly from the thread.
04. Route
When specialized work is needed, Co-Audit hands off into the right Punchcard workflow.
Where it fits
Co-Audit moves with you through the audit.
Cleaner engagements. Faster review.
Join audit teams cutting testing time by up to 10×. Get a personalized walkthrough — every judgment call still in human hands.
Trusted by RSM, Richey May, JLK Rosenberger, and more.