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Finance & professional services
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.
A journal adjustment can lose its supporting explanation as a close progresses.
Record the adjustment reference, evidence fingerprints, preparer, and approval outcome in a signed workflow record.
Compare the supporting files with the approved version before the authorized accounting system posts the entry.
A handoff that preserves the reason and responsibility behind an adjustment.
Updated client files can be mistaken for the versions originally reviewed.
Create receipt records for the submitted files, their fingerprints, engagement references, and responsible submitting source.
Check subsequent files against those records and record requests for clarification or replacement evidence.
An organized history of what the client supplied and which version was reviewed.
Workpapers depend on changing client declarations and supporting schedules.
Link fingerprints of supplied schedules to a workpaper version and the reviewer’s recorded approval.
Confirm which source information supported the work before authorized staff finalize the client deliverable.
A traceable preparation and review history for the engagement team.
Put it into practice
Start with the capability your first use case needs. Add others as your process grows.
Bring invoice review, matching, reconciliation, and exceptions into a process with a reviewable history.
Package a record’s signature and supporting verification information for inspection outside the original application.
Manage access, signing identities, policies, and audit records from a shared organizational workspace.
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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