Workpapers

Audit Get audit files ready for review without chasing Excel, email, and missing evidence.

Plan engagements, import TB and GL data, request PBC items, prepare procedures, attach evidence, and clear review notes in one workspace built around how auditors and accounting teams finish assurance work.

No card required. Sign-up takes 60 seconds.

What you get

Designed for the work you need to finish.

Engagement planning

Turn the audit plan into a live file with risks, materiality, budgets, sign-off dates, and assignments your team can track.

Trial balance and GL workflows

Import TB and GL files, map accounts, post adjustments, and keep the numbers behind the workpapers aligned through review.

Procedure and workpaper library

Use reusable programs for preparation, review, N/A decisions, notes, and exceptions so every engagement has a consistent trail.

Evidence and PBC tracking

Request support from clients, attach evidence to the right procedure, and see what is still missing before the file goes to review.

Reviewer access

Invite internal or external reviewers and keep comments, sign-offs, open items, and responses tied to the work being reviewed.

AI-assisted audit work

Use AI-assisted document processing and audit analysis where it saves time, while keeping the workpaper trail visible to the team.

Pricing

Start free for 30 days. Pick a plan when you're ready.

Every plan includes a 30-day free trial - no card required up front. Pick the plan that matches your team today, then add the modules, countries, and workflows you need as you grow.

Use code AUDIT50 for 50% off any Audit plan for the first 3 months.

Trial

$0for 30 days
  • Premium feature access during trial
  • Unlimited engagements during trial
  • AI-assisted audit workflows
  • No card required
Start trial

Professional

$129/ month

First user included. Annual plan is $1,290/year. Additional users are $79/user/month or $790/user/year.

  • Unlimited audit engagements
  • Procedures and workpapers
  • TB, GL, mapping, and adjustments
  • Financial statement engine
  • Reviewer and client portal
Start Professional

Premium

$229/ month

First user included. Annual plan is $2,290/year. Additional users are $179/user/month or $1,790/user/year.

  • Everything in Professional
  • Communications & Independence workspace
  • AI assistant connection
  • Advanced AI audit assistant
  • AI document processing
  • 10 TB cloud storage
Start Premium

Enterprise and Gov

Contactfor large firms and government
  • Volume pricing
  • Custom onboarding
  • Dedicated success manager
  • SSO and custom hosting options
  • Government authentication support
Talk to sales

Feature comparison

Premium includes Communications & Independence and AI-assisted audit workflows. Trial users can evaluate Premium features for 30 days.

FeatureTrialProfessionalPremiumEnterprise
Cloud storageTrial workspace1 TB10 TBUnlimited
Included users1 user1 included, $79/additional user/month or $790/user/year1 included, $179/additional user/month or $1,790/user/yearCustom
Unlimited audit engagementsIncludedIncludedIncludedIncluded
Risk, materiality, and planningIncludedIncludedIncludedIncluded
Procedure templates and workpapersIncludedIncludedIncludedIncluded
Trial balance import and templatesIncludedIncludedIncludedIncluded
General ledger import and templatesIncludedIncludedIncludedIncluded
TB/GL mapping and adjustmentsIncludedIncludedIncludedIncluded
Financial statement engineIncludedIncludedIncludedIncluded
PBC request trackingIncludedIncludedIncludedIncluded
Secure client and reviewer portalIncludedIncludedIncludedIncluded
OnlyOffice workpaper editingIncludedIncludedIncludedIncluded
Sign-off workflow and review notesIncludedIncludedIncludedIncluded
Evidence files, OCR, and version historyIncludedIncludedIncludedIncluded
Communications and independence workspaceIncluded-IncludedIncluded
AI assistant connectionIncluded-IncludedIncluded
Advanced AI audit assistantIncluded-IncludedIncluded
AI document processingIncluded-IncludedIncluded
AI-assisted TB/GL refinementIncluded-IncludedIncluded
Custom onboarding and success support--AvailableIncluded
SSO, custom hosting, and government auth---Included

FAQ

Common questions.

How does the 30-day trial work?
You sign up, land in Audit, and start a 30-day trial. Trial access includes Premium features so your team can evaluate the full audit workflow before choosing a paid plan.
Can I add team members?
Yes. Each paid plan includes the first user. Additional users must be purchased before inviting more team members.
Which plan includes AI-assisted workflows?
Communications & Independence, AI assistant connection, advanced AI audit assistance, and AI document processing are included in Premium and in the 30-day trial.
Can I change plans later?
Yes. Billing supports upgrades from Professional to Premium and from monthly to annual. Stripe prorates unused paid time toward the change.

Ready to try Audit?

Sign up in 60 seconds. Your 30-day trial starts the moment you land in Audit.

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