CoAudit
Ask, analyze, act — in one audit conversation.
CoAudit brings document analysis, task awareness, and platform actions into a single thread — so teams move from question to next step without leaving the audit.
The reality
Audit questions rarely live on one screen.
A value lives in a PDF. A schedule sits in Excel. A task hides in the engagement. The work is real — the context is scattered.
“What page shows the prepaid balance?”
“Where is the cash testing task?”
“What's our materiality threshold?”
“How do I run JE testing?”
The conversation
Ask once. Keep moving.
CoAudit reads the support, points back to the source, and connects the answer to the next action — in the same thread.
01. Ask
Plain-language entry. No need to pre-sort whether the answer lives in a file, a task, or a workflow.
02. Trace
Answers tie back to the source — page, row, or cell — so reviewers can verify without hunting.
03. Act
Move from answer to next step. Create work directly from the thread.
04. Route
When specialized work is needed, CoAudit hands off into the right Punchcard workflow.
Where it fits
CoAudit moves with you through the audit.
Assurance, one punchcard at a time.
See Punchcard handle a real engagement. We'll walk through requests, testing, and review using your evidence — every judgment call still in human hands.
Trusted by RSM, Richey May, JLK Rosenberger, and more.