The operating system for assurance engagements.
Punchcard streamlines client requests, evidence collection, substantive testing, and workpaper preparation. The mechanical work runs on autopilot. Judgment stays where it belongs.
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
Co-audit and Test Agent execute your testing — extracting fields, comparing values, applying tolerances, citing the source on every cell. Plain English in, workpaper out.
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.
“Co-audit 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
“Co-audit didn’t just make the work faster — it let us do work we wouldn’t have done at all.”
Paige Bassoli
Associate, JLK Rosenberger
Built for review.
Every conclusion cites its source. Co-audit, 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.
Assurance, one punchcard at a time.
See Punchcard handle a real engagement. We'll walk through requests, testing, and review using your evidence — every judgment call still in human hands.
Trusted by RSM, Richey May, JLK Rosenberger, and more.