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Introducing Field Orchestrator: The Intelligence Layer for Financial Audit.

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Introducing Field Orchestrator: The Intelligence Layer for Financial Audit.

Learn More

Audit Planning and Risk Assessment

A populated planning package arrives ready for team review, with the groundwork already in place.

Audit Planning and Risk Assessment

  • Faster path to fieldwork

    Planning preparation runs automatically, ensuring your team is ready for fieldwork in record time.

  • Earlier risk assessment

    Prior- and current-year data surface key changes, risks, and topics for client discussion.

  • Firm-wide knowledge retention

    Client understanding is retained in the platform making transitions seamless when teams rotate.

  • Every risk tied to a procedure

    Each confirmed risk maps to a corresponding audit area and informs audit scoping.

The full planning workflow

  • Trial Balance Ingestion and Mapping

    Ingests client trial balance and automatically maps accounts to groupings and financial statement line items.

  • Preliminary Analytics and Materiality

    Calculates materiality and runs preliminary analytics analyzing YoY variances, flagging unusual patterns, and surfacing potential risks for auditor review.

  • Risk Identification and Matrix

    Synthesizes planning outputs into a candidate risk matrix for manager review before the audit program is generated.

  • Risk-Based Scoping

    Scopes audit program based on the finalized risk assessment, ensuring audit teams only test what’s in scope.

Proven on real engagements

  • <1%

    Margin of error on results, measured against manual testing

  • Up to 55%

    Reduction in engagement hours on complex audits

  • 66%

    Reduction in time spent drafting test procedures

A complete audit plan in minutes. See how Field Agents scope and assess risk automatically.

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What practitioners are saying

  • Haley Legg
    “Seeing that kind of reduction in hours really made us look at it and go, what else do we need to be changing, how else should we be utilizing the AI, how else should we be utilizing that focus that we're now able to achieve.”

    Haley Legg

    Audit & Assurance Division Leader

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