Features
Evidence request management with smart per-item reminders
CoAudit auto-plans substantive testing and drafts workpapers
Workpaper Agent traces amounts and proposes tickmarks
Financial Statement Review maps drafts to US GAAP/IFRS checklists
AI-powered sample selection with rationale visibility
Exception flagging for mismatches and missing support
Real-time activity feed for engagement team collaboration
Client-facing request flows with human-readable explanations
SOC 2 Type II certification, GDPR compliance, data residency
SSO with Okta, Microsoft Entra, or Google Workspace
Audit logs for all access, exports, and configuration changes
Tie-out source tracking: document, page, cell, agent reasoning
Disclosure cross-reference checking between notes and face
CoAudit agent chat for ASC 842 schedule generation
Engagement management with clients, groups, request groups
Active Cyber Policy covering ransomware, funds transfer fraud, AI threats
Technology Errors & Omissions coverage
Miscellaneous Professional Liability coverage
Executive Risks (D&O, EPLI, fiduciary, crime) coverage
AI-specific coverage enhancements
Coalition Control risk management platform
Wirespeed Automated Detection & Response (ADR)
Alert noise reduction up to 99.99% for MSPs
Coalition Incident Response (digital forensics)
Security Awareness Training for employees
Active Data Graph for continuous risk assessment
CoalitionAI for threat analysis and underwriting
Exploit Scoring System (200k+ CVEs)
Broker IQ platform (quoting and sales materials)
Free security assessment for new clients
