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
Real-time transaction monitoring and scoring
Drag-and-drop rules engine with custom conditions
AI-powered identity verification (OCR + liveness)
Automated case management with decision recommendations
Adaptive machine learning models
Pre-built integrations for core banking and payment gateways
Risk-based authentication and step-up challenges
Batch and real-time data enrichment from third-party sources
Role-based access control for audit trails
Dashboard with customizable fraud KPIs
Webhook and API-based alerting
Sandbox environment for testing rules
Multi-tenant support for enterprise deployments
