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Audit PBC evidence collector

An AI service that chases, validates and organizes PBC evidence for audits before auditors start billing hours.

Summary

A workflow product for audit teams and their clients that turns PBC lists into owner assignments, reminders, file validation, missing-evidence checks and a structured audit binder.

Problem

Audit preparation burns time on chasing documents, checking completeness and organizing evidence across email, portals and spreadsheets.

Target customer

Small and mid-sized audit firms, finance teams preparing annual audits, and outsourced CFO/controller firms.

Solution

Ingest PBC lists, assign evidence owners, send reminders, classify uploaded documents, flag gaps and export binder-ready folders and status reports.

Business model

ai-enabled servicesaas

Distribution

accounting communitiescontroller newslettersaudit firm partnerships

Required skills

accounting workflowsdocument aib2b sales

Source evidence