The AuditBot engagement hub

Every part of the engagement, in one place.

Connect the evidence, collaborate with your client, run the procedures, and sign off — with a complete audit trail behind every number. AuditBot keeps the whole engagement moving.

892,156
GL entries analysed
5,243
accounts mapped & tied
3
frameworks — FRS 102, 105 & IFRS
Read-only
FCA-regulated feeds

One screen for the whole engagement

Open the hub and see exactly where things stand — what's outstanding with the client, what the team is working on, and what just happened. No status meeting required.

  • Requests pipeline — overdue, pending, in review and done at a glance
  • A live activity feed across email, uploads, syncs and workflows
  • Your to-do list, due dates and connector health, in the sidebar

Every request and reply, on the file

Chase information once and track it to completion. Requests, emails and attachments stay linked to the engagement — so nothing lives buried in someone's inbox.

  • A prioritised request list with due dates, comments and files
  • Client and firm views of the very same pipeline
  • Email threads linked straight to the request they answer

Walkthroughs that document themselves

Auto-join the scheduled call, transcribe it, and turn the conversation into a summary, key points and action items — captured straight into the audit trail.

  • Auto-join and transcribe Microsoft Teams and Google Meet calls
  • AI summary, key points and action items
  • Actions flow on into tasks and the file

Evidence flows in, and stays in sync

Connect the bank feeds, the accounting system and Companies House once. AuditBot pulls the populations, indexes them as a single source of evidence, and runs quality checks automatically.

  • Read-only, FCA-regulated open banking and accounting feeds
  • Trial balance, GL, debtors, creditors and the FAR — indexed and queryable
  • Automatic ties, reconciliations and freshness checks

Audit procedures that run themselves

Substantive procedures run over the gathered data, flag the exceptions worth your attention, and tie every result back to working papers — ready for review and sign-off.

  • Journal analytics, payments testing, fixed assets and revenue procedures
  • Exceptions ranked by risk and by value
  • Progress, credits and sign-off tracked per workflow

Everything an engagement needs

Beyond the headline features, the hub carries the day-to-day work of the audit.

Tasks

Team to-dos with priorities, owners, linked items and comments.

Contacts

The audit and client teams, roles and responsibilities in one directory.

Audit trail

Every action timestamped and traceable, from request to sign-off.

Ask AuditBot

Ask questions about the engagement in plain English.

Companies House

Filings, officers and the public record, kept current.

Light & dark

A calm, fast interface that works the way you do — dark mode included.

From connect to sign-off

Four steps from a fresh engagement to a signed-off file — with the audit trail captured the whole way.

01

Connect

Hook up the bank feeds, your accounting system and calendars.

02

Gather

Requests, emails, uploads and meeting notes land on the file.

03

Test

Workflows run the procedures and surface the exceptions.

04

Sign off

Review, sign off and export — with the trail intact.

Security & trust

Built for evidence you can defend

AuditBot is read-only by design and records everything it touches — so the engagement file stands up to review, every single time.

Read-only by design

AuditBot pulls evidence but never writes back to your client's systems.

FCA-regulated feeds

Open banking runs over FCA-regulated AIS connections.

Immutable audit trail

Every action is captured and traceable, end to end.

Role-based access

Granular access for the audit team and the client side.

AES-256 encryptionUK & EU data residencySSO / SAMLPenetration testedGDPR-aligned

Run your next engagement here

Bring the evidence, the conversations and the procedures into one hub — and keep the audit trail intact from planning to sign-off.

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