Send the work. Let agents prepare it. Keep judgment human.
Every client request and audit task becomes a punchcard—a structured unit of work that keeps the instructions, evidence, agent work, and review together.
CoAudit works across Punchcard, Excel, and Word to test evidence and prepare source-linked workpapers—with citations and reasoning that show how the evidence supports each audit conclusion.
Bank-grade security and privacy. SOC 2 certified. GDPR compliance available.
Trusted by audit teams at
One punchcard, start to finish
Request. Test. Review.
A punchcard keeps the request, evidence, procedure, agent reasoning, citations, and reviewer sign-off together from start to finish.
1. Request
Create a structured request for the evidence a procedure needs, with selections, support types, and fields to extract. Clients see exactly what's needed.
- Invoice — Selection #042
- Bank statement — Selection #042
- AR aging — doesn’t tie to TB
- Shipping doc — Selection #042
2. Test
CoAudit reads the evidence, extracts the fields, runs the procedure, and prepares a source-linked workpaper with reasoning.
3. Review
Inspect the reasoning, follow each citation to its source, and validate, override, comment, and sign off. Judgment stays with the auditor.
Flagship capability
CoAudit prepares the work. You review the reasoning.
CoAudit reads the evidence, performs your procedures, and prepares the workpaper. Every result includes its reasoning and a citation back to the source, so auditors can inspect, override, and sign off—with up to 10× efficiency on substantive testing.
Reads the documents your auditors do
Contracts, invoices, bank statements, payroll, debt agreements, revenue documents, offering memos. Extracts the fields and runs the comparisons.
Shows its work
Every result includes the reasoning behind it and a citation to the exact source evidence.
Built for substantive testing — and SOX
Great at substantive testing, revenue and expense testing, search for unrecorded liabilities, and operating-effectiveness testing of SOX controls.
What auditors are saying about CoAudit
In her first day using CoAudit, a senior at Richey May completed revenue testing across 41 selections and 123 supporting documents in 30 minutes — work that would normally take days to do manually.
CoAudit gives our auditors back the hours that don't require professional judgment, so they can spend more time where the risk actually lives.
Steve Checketts
Partner, Richey May
For a new classification standard on insurance investment bonds, I had CoAudit scan 12,750 pages of offering memos across 15 selections to identify relevant sections and evaluate them against an auditor-developed classification framework. That would be impractical within typical audit timelines.
CoAudit didn't just make the work faster, it allowed us to do analyses that would have been resource intensive into an efficient audit procedure.
Paige Bassoli
Associate, JLK Rosenberger
A system of audit work
Every workflow becomes a punchcard.
Create punchcards for client requests, substantive tests, control tests, and financial statement review. Each keeps the instructions, evidence, agent work, reasoning, and reviewer sign-off together.
The substantive-testing punchcard.
One agent for detail testing, control testing, and contract review. CoAudit reads the source documents, runs your procedures, reasons through every assertion, and outputs a workpaper ready for partner and peer review.
- Match selections to source evidence at scale
- Apply procedures with tolerances and tick marks
- Reasoning trace + citations on every cell
The FSR punchcard.
Financial Statement Review reads the draft financials, ties balances to the trial balance, checks disclosure completeness, and surfaces inconsistencies between the notes and the numbers.
- TB-to-FS tie-out
- Disclosure checklist coverage
- Cross-section consistency checks
Who it's for
Built for the audit work you actually do.
One organized system for evidence, testing, and review — whether you're signing the opinion or running the internal audit plan.
For external audit
CPA firms running assurance engagements.
Streamline client requests, evidence collection, substantive testing, and workpaper preparation. Keep professional judgment in your hands and turn engagement weeks into days.
- Per-selection client request flows
- Substantive testing with citations
- Reviewable, exportable workpapers
For internal audit
In-house teams across operational, financial, and IT audit.
Standardize procedures, automate evidence gathering and testing, and free your team for risk-based judgment work. Strong at operating-effectiveness testing of SOX controls.
- Standardized procedure templates
- SOX-controls testing with traceable evidence
- One workspace for evidence, testing, and review
See what your first punchcard could complete.
Bring a real client request or audit procedure. See how Punchcard organizes audit work, CoAudit prepares workpapers, and your team reviews the reasoning and source evidence before exercising professional judgment.
Trusted by RSM, Richey May, JLK Rosenberger, and more.