
Work Papers
Data driven audit documentation software with proprietary Digital Audit methodologies to transform engagement performance, helping auditors gain efficiencies while also increasing quality, developing staff, and providing a more valuable audit to clients – all in one easy-to-use platform.
Includes proprietary audit methodologies, trial balance management, intelligent workprograms, data-driven recommendations, advanced documentation screens, data analytics integrations, status tracking, and more. All unified in a simple platform and intuitive workflow.
Leverage a scalable, data-driven approach
Work flexibly and remotely
Comply with standards
Use innovative, industry tailored methodologies
Documenting and Reviewing the Audit Can Be Enjoyable.
An intelligent approach to planning a great audit.

POPULAR FEATURES:
Proprietary Content
Move on from checklists. A range of specialized content packs take a proprietary approach to satisfying audit standards while embracing automation.
Intelligent Workprograms
Make documenting work a breeze. Audit procedures also include pre-defined response options and documentation suggestions within intelligent workprograms.
Advanced Screens
Simplify the complex. Advanced screens make the most sophisticated parts of the audit process easy for anyone to perform.
A Clear Workflow
Organize your process. All activities are logically structured and promote an efficient sequential workflow and status tracking.
Powerful Risk Assessment
Inform and structure your thinking. Powerful algorithms analyze client data and industry knowledge to drive your risk assessment.
Approval Process
Simplify senior approval. Specific screens help reviewers quickly navigate to the key issues, with embedded logic ensuring auditors get it right first time.
Execute your approach and make the audit smooth sailing.

POPULAR FEATURES:
Response Recommendations
Let the technology get you started. Recommended responses are presented automatically based on the risk assessment performed.
Workprograms Library
Audit tests at your fingertips. A library of testing workprograms are available to make it easy to adjust and tailor your audit approach.
Approach Previews
Ensure your response is effective. Preview assertion coverage or sample sizes to ensure your audit approach will be appropriate and efficient.
Embedded Automation
Never miss an automation opportunity. Embedded links at the procedure level promote consideration of more advanced audit techniques.
Capturing Findings
Stay in control of the issues. Financial adjustments, misstatements, and other findings are captured in specialist screens with a full audit trail.
Ease of Review
Make life easier for your senior team. Reviewers can quickly focus their attention on the key issues arising during the audit.
Stay in control at engagement and firm levels.

POPULAR FEATURES:
Status Tracking
Monitor your progress percentage. Track the stage of completion of your audit by phase, driven by procedure-level monitoring.
View Filtering
Declutter and focus. Filter each view based on intuitive charts which summarize activities based on status, deadline, or responsible auditor.
Portfolio Oversight
Keep an eye on your engagements. Portfolio dashboards make progress supervision a breeze and help you prioritize clients based on the status of the audit.
Client Deliverables
Make required communications a few mouse clicks. Produce client reports which automatically extract the key decisions and results from the audit file.
Content Manager
Tailor the methodology or create your own. With content manager you can adjust content packs or create and manage your own methodology.
Template Manager
Embed your way of working. Template manager lets you add templates across the audit process, standardizing work and supporting auditors.
Wield technology to the max and free your team.

POPULAR FEATURES:
Pre-populated Responses
Drive automation from decisions. Pre-populated procedure responses trigger a range of intelligent downstream effects.
Trial Balance
Remove wasted admin time. Automate trial balance tie-in and perform a range of audit activities from a single, reliable data set.
Lead Schedules
Never prepare another lead schedule. Financial information, including updates and adjustments, are documented automatically across the file.
Data Analytics
Leverage Audit Data Analytics more easily. Procedure-level integration ensures data analytics replace work and realize benefits.
Client Collaboration
Easily collate the audit evidence. Effortlessly pull client collaboration files or questionnaires into the audit file.
Office 365
Dominate version control. Avoid painful check in / check out, or manual download / upload with Office 365 integrations to work smarter online.
Documenting and Reviewing the Audit Can Be Enjoyable.

LOVED BY INFLO USERS AND CRITICALLY ACCLAIMED
