Charities and Non-Profits
Handle restricted contributions, grants, pledges, expenses, and supporting documentation with source-linked testing.
- Grant and contribution support
- Expense and disbursement testing
- Restricted fund evidence trails
Solutions
Co-Audit workflows shaped around your clients.
Punchcard helps audit teams move faster across specialized industries while preserving the citations, review notes, and audit judgment each engagement requires.
Solutions by audit focus
Each solution combines Co-Audit procedure design, evidence matching, testing automation, and reviewer traceability for the client work your teams already perform.
Employee Benefits
Accelerate participant testing, plan documents, contributions, distributions, and 401(k) audit support.
- Participant selection testing
- Contribution and distribution checks
- Plan document review support
Financial Services
Test investments, confirmations, debt, complex agreements, and high-volume evidence with a reliable review trail.
- Investment and debt testing
- Classification and valuation support
- Document-heavy evidence review
Technology/SaaS
Review ARR support, contracts, revenue schedules, deferred revenue, and customer-level transaction evidence.
- Revenue recognition testing
- Contract and invoice matching
- SaaS metric support
Healthcare
Support patient revenue, payer contracts, claims, compliance documentation, and operating expense testing.
- Patient revenue support
- Payer and contract review
- Claims and expense evidence
Shared foundation
Industry-specific work, one review standard.
Whether the evidence is a grant agreement, participant record, SaaS contract, investment memo, or payer document, Punchcard keeps the procedure output tied to the source.
Procedure design
Map the audit objective to repeatable attributes and plain-English formulas.
Evidence handling
Organize source documents, schedules, and client support by selection.
Reviewer traceability
Return findings with citations so reviewers can inspect the underlying support.
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.