Finance & Compliance

Audit the numbers. Let AI chase the evidence.

Document requests, workpaper drafts and client chasing systematised, so fieldwork moves at audit speed.

Where the hours actually go.

01

PBC lists that never complete

The provided-by-client list is the audit's critical path. Chasing forty items across three client contacts consumes the first weeks of every engagement.

02

Workpaper preparation is repetitive

Lead schedules, sampling sheets, confirmations. Every workpaper follows a format and every format takes time to fill.

03

Sampling and testing documentation

Documenting samples, test results and conclusions properly is meticulous work multiplied across every audit section.

04

Findings and adjustment drafting

Drafting findings letters and proposed adjustments clearly enough for client discussion takes careful writing time.

Your toolkit inside kiap.ai

Live today inside the super app, or being built on the same API. Everything AI drafts, you approve.

Live In the works

PBC document chase

Clients upload requested items to a checklist portal with automatic reminders and status visible to both sides. The PBC list chases itself.

Kiap Portal

Workpaper drafting assistant

Drafts lead schedules and standard workpaper sections from the trial balance and prior year files, so staff fill and review instead of format.

Kiap AI

Engagement letters and comms

Drafts engagement letters, findings summaries and adjustment schedules from your engagement details for partner review.

Kiap AI

Sampling documentation aid

In the works

Assists sample selection documentation and test result recording against your audit plan, keeping the trail review-ready.

Kiap AI

Client engagement records

Every client's deadlines, contacts, past findings and engagement history in one place across audit seasons.

Kiap CRM

Practice billing

Engagement fees billed on milestones with recovery tracking, so write-offs get spotted early.

Kiap Invoicing

A day with AI doing the busywork.

9:00

The PBC portal shows 80% collected for the logistics client after a weekend of automatic chasing. Fieldwork starts Tuesday.

11:30

Review AI-drafted lead schedules against the TB. The formatting is done; your time goes to the numbers.

14:00

Draft the findings summary for last month's engagement, generated from the workpaper notes.

16:30

The sampling aid records today's test results against the plan. Review-ready without the retyping.

What that adds up to
40%
faster document collection from clients
5h
saved weekly on workpaper formatting
0
PBC items lost in email threads

Questions auditors actually ask.

Will AI replace auditors?

No. Professional scepticism, materiality judgement and the audit opinion are human and licensed. AI removes collection chasing and document formatting so audit staff test and think instead of administer.

Does it fit SSA documentation requirements?

Workpaper drafting follows your firm's formats and review trails are preserved. It accelerates documentation; your methodology and sign-offs govern.

How do clients submit PBC items?

Through a per-engagement checklist portal showing what is outstanding, with automatic reminders. Both sides see status in real time.

Can it help small firms with limited staff?

Especially. Small teams lose proportionally more time to chasing and formatting, and that is exactly the layer the platform removes.

What does it cost?

Standard plan pricing per firm. One engagement completed a week faster usually justifies the year.

Keep the craft. Drop the admin.

See your toolkit running inside kiap.ai. One call, a real walkthrough, no pressure.