Organize the audit plan. Keep judgment human.
Punchcard organizes procedures, evidence, and testing across internal audit. CoAudit prepares source-linked workpapers so your team can focus on exceptions and risk-based judgment.
Where it lands
Built for the audits you already run.
One organized system across the internal audit plan — operational, financial, IT, and SOX-controls testing.
Operational audits
Repeatable procedures across business units and locations. Standardize the test once, run it everywhere, surface the exceptions.
Financial audits
Substantive testing of revenue, expenses, accruals, fixed assets, and inventory — with citations back to source evidence on every cell.
IT and SOX-controls testing
Operating-effectiveness testing of automated and manual controls — three-way matches, approval workflows, segregation of duties, access reviews.
How it flows
Every step is a punchcard.
From procedure design to evidence to testing to review — one system, one set of evidence, one review surface.
Standardize procedures
Build procedure templates once — assertions, evidence types, testing attributes, prompts. Roll them forward year over year and reuse them across business units.
Gather evidence at the source
Send structured requests to control owners and process owners. Per-selection checklists tell them exactly what evidence is needed, with instant feedback when something doesn’t tie out.
Test at the population, not just the sample
CoAudit runs the procedure across selections — extracting fields, comparing values, applying tolerances, flagging exceptions, and preparing a source-linked workpaper for review.
Review and report
Every conclusion cites its source. Validate, override, comment, sign off. Roll findings into your reporting deck or your GRC platform without re-keying.
Reviewable evidence. Every time.
Punchcard is built around evidence and testing — not generic document chat. Every conclusion from CoAudit, Match Agent, and Test Agent cites its source. One click takes a reviewer to the exact page, the exact line, the exact paragraph the agent reasoned from. Your judgment, on the agent’s prepared work.
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.