Secure Audit Infrastructure
for Modern CPA Firms
Audit Agent turns raw client data into defensible, shareable audit outputs — with retention controls, exportable evidence, and encryption-ready storage. Built for audit teams that want consistency without adding headcount.
Founding Pilot is limited to 3–5 firms. Lifetime preferred pricing for early partners.
The Problem
Many small-to-mid CPA firms still rely on manual CSV/Excel handling, inconsistent evidence storage, and non-standardized workpaper outputs — increasing review friction and engagement risk.
The Solution
Audit Agent standardizes the intake → processing → reporting workflow so audit teams can produce repeatable, defensible deliverables faster — with secure handling as a baseline, not an afterthought.
What You Get
- Secure upload workflow + firm-scoped access
- Audit-style PDF report generation
- JSON/CSV exports for downstream workpapers
- Redacted outputs for external sharing
- Configurable retention policies to control storage growth
- Encryption-ready storage for sensitive financial data
Who It’s For
- CPA firms with ~5–75 staff (audit team 2–15)
- Recurring compliance and audit engagements
- Firms aiming to increase realization without increasing headcount
Founding Pilot
A limited founding cohort receives preferred pricing and direct roadmap influence. After validation, standard pricing increases for new customers.
See details on the pricing page.