Organize the engagement. Keep judgment human.
Punchcard organizes client requests and audit tasks. CoAudit reads the evidence, runs your procedures, and prepares source-linked workpapers so your team can review the reasoning and exercise professional judgment.
Where the time goes
Audit delay is mostly a workflow problem.
Client requests sprawl
Long PBC lists, vague instructions, and a blank upload box. Clients submit the wrong thing, and you find out three weeks in.
Manual testing eats the budget
Sample sizes that should take hours take days. Junior staff time goes to copy-paste instead of judgment.
Review can’t trust what it can’t see
Workpapers without traceable evidence force reviewers to re-do the work. Reviewability is the bottleneck.
How it flows
Every step is a punchcard.
From the first request to the signed workpaper — one system, one set of evidence, one review surface.
Send structured requests
Per-selection checklists tell the client exactly what evidence is needed and what fields will be extracted. Instant feedback on upload — flag a mismatched bank statement in 30 seconds, not three weeks.
Match selections to support
Match Agent ties the selection to the invoice to the receipt to the payment. Three-way matches at scale, with mismatches surfaced for review.
Run substantive procedures
CoAudit reads the evidence and runs your procedures — extracting fields, comparing values, applying tolerances, and preparing a workpaper with reasoning and citations on every cell.
Review and export to Excel
Every cell carries a reasoning trace and a clickable citation. Validate, override, comment, sign off. Export standardized workpapers without leaving the spreadsheet.
What firms are saying
Reviewable. Traceable. Faster.
“CoAudit gives our auditors back the hours that don’t require professional judgment, so they can spend more time where the risk actually lives.”
Steve Checketts
Partner, Richey May
“CoAudit didn’t just make the work faster, it allowed us to do analyses that would have been resource intensive into an efficient audit procedure.”
Paige Bassoli
Associate, JLK Rosenberger
Built for review.
Every conclusion cites its source. CoAudit, Match Agent, Test Agent, and Financial Statement Review all produce inspectable workpapers — one click takes a reviewer to the exact page, the exact line, the exact paragraph the agent reasoned from.
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.