16 workflow automations purpose-built on top of AuditBoard — no data leaves your system, no parallel tool for your team to learn.
AI watches calendar, email, and CaseWare activity, drafts timesheet entries per matter, and asks only for ambiguous slices — realization rate climbs 4–8 points. Purpose-built for teams running AuditBoard — uses the native API or agent integration so nothing leaves the system of record.
AI drafts the engagement letter, generates a tailored document-request list for the client's Financial Statement Audit profile, chases missing items across email and CaseWare, and hands the partner a ready-to-work file — first billable task starts in 3 days, not 3 weeks. Purpose-built for teams running AuditBoard — uses the native API or agent integration so nothing leaves the system of record.
AI monitors CaseWare and the client portal, auto-classifies incoming documents, flags what's missing against the prior-year return, and sends personalized nudges on a cadence — reducing document-gathering time by 65%. Purpose-built for teams running AuditBoard — uses the native API or agent integration so nothing leaves the system of record.
AI reconciles each line of the return against source docs in CaseWare and the prior year, explains variances over 5%, and produces a review workpaper the senior can sign off on — cutting review time in half. Purpose-built for teams running AuditBoard — uses the native API or agent integration so nothing leaves the system of record.
AI drafts personalized status replies from the live matter state in CaseWare, surfaces anything the client is blocking, and escalates tax-sensitive questions to a human — response time drops from hours to minutes. Purpose-built for teams running AuditBoard — uses the native API or agent integration so nothing leaves the system of record.
AI matches bank and card feeds to CaseWare entries, auto-codes recurring transactions with learned rules, and surfaces only the true exceptions to the bookkeeper — close lands 5 days earlier. Purpose-built for teams running AuditBoard — uses the native API or agent integration so nothing leaves the system of record.
AI pulls bills from every channel, extracts line items, assigns GL codes using Financial Statement Audit patterns, routes approvals, and sends payment files to CaseWare — processing cost per invoice drops from $15 to under $2. Purpose-built for teams running AuditBoard — uses the native API or agent integration so nothing leaves the system of record.
AI segments the AR aging, drafts personalized dunning emails by stage, logs promises-to-pay in CaseWare, and flags accounts that need a human collections call — DSO drops 12–18 days. Purpose-built for teams running AuditBoard — uses the native API or agent integration so nothing leaves the system of record.
AI identifies 1099-eligible vendors from AuditBoard, chases missing W-9s, prepares 1099-NEC and 1099-MISC filings, and submits to the IRS — January 31 becomes a non-event. Purpose-built for teams running AuditBoard — uses the native API or agent integration so nothing leaves the system of record.
AI monitors AuditBoard transactions in real time for duplicate payments, split invoices, ghost vendors, and round-dollar patterns — flagging anomalies within 24 hours instead of 10 months. Purpose-built for teams running AuditBoard — uses the native API or agent integration so nothing leaves the system of record.
AI pulls actuals from AuditBoard, compares to budget and prior year, writes narrative commentary on drivers, and publishes the board deck on day 5 — controller spends Friday on strategy, not copy-paste. Purpose-built for teams running AuditBoard — uses the native API or agent integration so nothing leaves the system of record.
AI builds the BvA view directly from AuditBoard, traces each over-threshold variance to the GL line and transaction, and drafts commentary — the meeting starts at 'what do we do' not 'what happened.' Purpose-built for teams running AuditBoard — uses the native API or agent integration so nothing leaves the system of record.
AI diffs each payroll run against the prior period, flags any variance over 5% or unusual one-time items, and holds them for approval — payroll errors caught pre-run, not post-deposit. Purpose-built for teams running AuditBoard — uses the native API or agent integration so nothing leaves the system of record.
AI classifies every incoming notice, links it to the client file in AuditBoard, drafts the response, and calendars the deadline — no notice slips past a response window. Purpose-built for teams running AuditBoard — uses the native API or agent integration so nothing leaves the system of record.
AI ingests bank feeds, statements, and AuditBoard data, rebuilds a clean transaction timeline, and flags suspicious patterns — investigators start at analysis, not data entry. Purpose-built for teams running AuditBoard — uses the native API or agent integration so nothing leaves the system of record.
AI standardizes TB data across periods, builds the QoE model, identifies add-backs with source-document evidence, and drafts the data-book — senior analysts focus on judgment calls, not reformatting. Purpose-built for teams running AuditBoard — uses the native API or agent integration so nothing leaves the system of record.
We build custom AI workflows on top of AuditBoard for any repetitive process. Tell us what you'd automate.
