CoAudit

One audit agent. Across Punchcard, Excel, and Word.

CoAudit analyzes evidence, explains its reasoning with citations, and prepares reviewable workpapers wherever your team works.

CoAudit
Acme FY26 · Lease testing
Working
What does the lease say about renewals?
Auto-renews for 5-year terms unless 180 days notice is given.
acme_lease.pdf· page 8
Create task
Open workpaper
Ask CoAudit anything…

The reality

Audit work rarely lives 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.

In a PDF

What page shows the prepaid balance?

In the engagement

Where is the cash testing task?

In the workpaper

What's our materiality threshold?

In the platform

How do I run JE testing?

The conversation

Ask once. Put the answer to work.

CoAudit reads the support, points back to the source, and connects the answer to the next action — in the same thread.

Summarize the lease for Acme.
5-year lease, auto-renews unless 180 days notice is given. Annual rent of $48,000 paid quarterly.

01. Ask

Plain-language entry. No need to pre-sort whether the answer lives in a file, a task, or a workflow.

Show me where you found the renewal terms.
Section 12.3 on page 8.
acme_lease.pdf· page 8

02. Trace

Answers tie back to the source — page, row, or cell — so reviewers can verify without hunting.

Create a task for lease testing.
Lease testing — Acme FY26
Task created · assigned to you

03. Act

Move from answer to next step. Create work directly from the thread.

Open it in the workpaper.
Lease workpaper — Acme FY26
Opening in Test Agent

04. Route

When specialized work is needed, CoAudit hands off into the right Punchcard workflow.

Where it fits

CoAudit prepares work wherever auditors work.

Use it in Punchcard to analyze evidence and move work forward, or in Excel and Word to prepare workpapers with reasoning and citations attached.

See what your first punchcard could complete.

Bring a real client request or audit procedure. See how Punchcard organizes audit work, CoAudit prepares workpapers, and your team reviews the reasoning and source evidence before exercising professional judgment.

Trusted by RSM, Richey May, JLK Rosenberger, and more.