16 workflow automations purpose-built on top of AuditBoard — no data leaves your system, no parallel tool for your team to learn.
AI manages the PBC list, pulls each requested schedule from CaseWare, answers auditor follow-ups from the workpapers, and logs every deliverable — audit fees drop and the controller gets their week back. Purpose-built for teams running AuditBoard — uses the native API or agent integration so nothing leaves the system of record.
AI monitors CaseWare 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 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 runs the close checklist, prompts owners for missing items, flags JE variances over threshold, and writes the close memo — close window compresses from 10 business days to 4. Purpose-built for teams running AuditBoard — uses the native API or agent integration so nothing leaves the system of record.
AI validates receipts against policy, auto-codes expenses, flags out-of-policy items with a clear reason, and routes approvals — expense report cycle time drops from 9 days to same-day. Purpose-built for teams running AuditBoard — uses the native API or agent integration so nothing leaves the system of record.
AI monitors nexus thresholds, pulls transaction data from CaseWare, prepares state-by-state returns, and logs filings with evidence — nexus risk is tracked in real time, not discovered at audit. 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 CaseWare, 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 manages the PBC list, pulls each requested schedule from AuditBoard, answers auditor follow-ups from the workpapers, and logs every deliverable — audit fees drop and the controller gets their week back. 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 runs the close checklist, prompts owners for missing items, flags JE variances over threshold, and writes the close memo — close window compresses from 10 business days to 4. Purpose-built for teams running AuditBoard — uses the native API or agent integration so nothing leaves the system of record.
AI validates receipts against policy, auto-codes expenses, flags out-of-policy items with a clear reason, and routes approvals — expense report cycle time drops from 9 days to same-day. Purpose-built for teams running AuditBoard — uses the native API or agent integration so nothing leaves the system of record.
AI monitors nexus thresholds, pulls transaction data from AuditBoard, prepares state-by-state returns, and logs filings with evidence — nexus risk is tracked in real time, not discovered at audit. 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 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.
We build custom AI workflows on top of AuditBoard for any repetitive process. Tell us what you'd automate.
