Efficient Audit Testing

Enhance audit quality using automation with Audit Intelligence Test 

Alleviate the manual burden of matching and documenting samples to supporting evidence and quickly validate whether amounts were collected

Automate substantive testing and cash verification

AI-powered evidence matching

Leverage AI that quickly classifies, sorts, and matches supporting evidence of samples for testing with Audit Intelligence Test. Simply get started by using your existing Audit Intelligence Analyze workbook, a ready-to-go template, or customize your own so you can adopt quickly and improve efficiency.

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Automated cash validation

Save significant time by automating labor-intensive tasks with AI that traces cash collection from the ledger data to bank statements. This technology reliably verifies if the sample amount has been collected — reducing manual effort while increasing consistency and speed.

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Integrated documentation and audit trail

Enhance audit quality with automated documentation that provides a clear and comprehensive audit trail for verified supporting evidence or cash-verification results. From your engagement manager, document verified results by saving the files in your work binder, reducing manual documentation efforts.

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Built for audit teams at every level

Partners and firm leaders

Cut audit hours with automated cash testing and standardized documentation. Improve realization and quality, reduce risk, and modernize the firm without disrupting core workflow.

Managers and reviewers

Get consistent workpapers with hyperlinks to source evidence and clear match or exception status. Reviews speed up and confidence rises knowing key fields were validated and documented.

Staff auditors

Work in Excel while AI matches, traces, and links evidence to samples. Stop hunting for files and copy-pasting. Reduce errors, auto-document results, and finish testing faster with clearer guidance.

“With Audit Intelligence Test, what used to take me two full days — around 16 hours — now takes just five to six hours per engagement. Organizing client materials and running tests is dramatically faster, allowing me to complete work in a fraction of the time. Using Test alongside Analyze significantly enhances audit sample selections and testing which boosts our efficiency even more.”

Brad Oberlander 
Oberlander Financial Services PLLC

Frequently asked questions

How does Audit Intelligence Test integrate with our existing audit workflow?

Audit Intelligence Test integrates with Engagement Manager via an Excel add-in. It works alongside Audit Intelligence Analyze for a seamless audit workflow by picking up the samples from Analyze and automating the process of matching them to supporting documents.

What are the key use cases of Audit Intelligence Test?

Some of the main use cases include:

  • Request general ledger bank statements and supporting evidence from clients
  • Automate sorting and matching sample evidence to the sample selected
  • Trace cash collection from the ledger data to bank statements
  • Document verified supporting evidence or cash verification results in the workbook

How does Audit Intelligence Test improve audit efficiency and quality while reducing risk?

Audit Intelligence Test saves auditors significant time with automation that standardizes evidence matching and documentation, and links each sample to its source. This technology creates a transparent, defensible audit trail that gives reviewers confidence that key fields were validated and makes inspections easier.