The Professional Edition is pre-configured and ideally suited for professional auditors, CPA firms, and external audit practices with multiple clients.  All systems include full sets of customizable audit templates, test procedures, and workflow to coordinate and manage your team. Our AI-driven agent automates data retrieval from client accounting systems such as QuickBooks or Xero, freeing you to focus on high-value work while securely accommodates your growing client base.  AI assistance can also assist auditors by explaining procedures in details, generating checklists, etc.  In addition the Professional Edition includes pre-configured and customizable Fraud Risk Assessments and Financial Control Framework Assessments that you can execute for your clients with minimal effort.

• Manage your client base services for financial accountant reviews, external financial audits, fraud risk assessments, and financial internal controls from a multi-client workflow management system and centralized client dashboard

• Offer new services to your clients to grow revenues with platform supported and content rich templates and frameworks for audit, risk assessments, and control frameworks. 

• Connect to client platforms directly including QuickBooks and Xero and quickly create client specific workpapers automatically