Finance & professional services
Truthlocks for
Accounting & audit.
Link reconciliations, client submissions, and audit evidence to the exact records reviewed.
Evidence becomes harder to follow as files move between client teams and reviewers. Signed records help people identify the version received and the decisions associated with it.
Make close adjustments traceable
A journal adjustment can lose its supporting explanation as a close progresses.
Create the record
Record the adjustment reference, evidence fingerprints, preparer, and approval outcome in a signed workflow record.
Review the evidence
Compare the supporting files with the approved version before the authorized accounting system posts the entry.
What your team gets
A handoff that preserves the reason and responsibility behind an adjustment.
Track evidence received for an engagement
Updated client files can be mistaken for the versions originally reviewed.
Create the record
Create receipt records for the submitted files, their fingerprints, engagement references, and responsible submitting source.
Review the evidence
Check subsequent files against those records and record requests for clarification or replacement evidence.
What your team gets
An organized history of what the client supplied and which version was reviewed.
Connect client information to reviewed workpapers
Workpapers depend on changing client declarations and supporting schedules.
Create the record
Link fingerprints of supplied schedules to a workpaper version and the reviewer’s recorded approval.
Review the evidence
Confirm which source information supported the work before authorized staff finalize the client deliverable.
What your team gets
A traceable preparation and review history for the engagement team.
Put it into practice
The platform behind these workflows.
Start with the capability your first use case needs. Add others as your process grows.
Finance workflows
Bring invoice review, matching, reconciliation, and exceptions into a process with a reviewable history.
Proof bundles
Package a record’s signature and supporting verification information for inspection outside the original application.
Governance
Manage access, signing identities, policies, and audit records from a shared organizational workspace.
Plan your first workflow
Define the evidence references and reviewer roles for one engagement. Professional judgment and engagement requirements stay with your accounting or audit team.
Use cases describe how to apply the platform. Your workflow may need APIs, external systems, and configuration; available features depend on your plan.
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