The easiest audit you'll go through.
Punchcard is the operating system your auditor uses to run a better engagement. Clear requests. Instant feedback on uploads. A live list both sides share. Less back-and-forth, less rework, fewer surprises — and your audit done days sooner.
What it looks like
One live list. One request at a time.
Two screens carry most of the engagement — the shared request list, and the request itself.
The shared list
Request list view
Every PBC item lives here — grouped by area (AR, AP, Payroll), with a real status next to it (To Do, In Review, Returned, Done) and the person responsible. Your team and your auditor see exactly the same thing, in real time. No spreadsheet to reconcile against email. The orange avatars are your team; the teal ones are the audit team.
The request itself
Request detail · #35 Operating Expenses Testing
Click into any request and you get the whole picture in one screen — no email thread, no shared folder, no second tracker. This is what your team sees: the request, made specific.
- The itemized table reads like a checklist — one row per selection your auditor is testing, with a column for each document type they need. Run your eye down a column to see what's still owed for that doc type; run it across a row to see what's still owed for that selection. No more “send me the expense detail” and guessing which cut, which period, which subset.
- Drop support into a cell to check it off. The cell shows how many files landed there. A flag means the file came in but the amount or vendor didn't tie out — within seconds, not three weeks. The “Requests with files” row at the bottom is the live tally per document type, so both sides know at a glance how complete the request is.
- Bulk upload one document, get it split for you. The footer row takes a single bank-statement document that covers multiple selections — Match Agent splits it page by page and attaches each disbursement to the right row. One upload, the checklist fills itself in.
What you get
Every request is a punchcard.
You don't buy Punchcard — your auditor brings it. You get the experience.
Requests built to be understood, not interpreted.
Every PBC item is structured with the exact files, date ranges, and format your auditor needs. No guessing what the auditor meant — what to send is on the request, with examples.
Instant feedback when you upload.
CoAudit checks your support against the request the moment it lands. If the file is missing a tab, has the wrong date range, or doesn't tie to the trial balance, you know in seconds — not after review.
One thread per request, not a spreadsheet of questions.
Questions, clarifications, and re-asks live on the request itself. Open the item, see the history, leave a comment. No more "which email was that in?"
Status you can trust.
Both sides see the same live list: what's open, what's in review, what's done, what's blocked. Your team plans around real status instead of last week's tracker.
Days back, every engagement.
Clients report up to 15% less rework and meaningfully shorter audit cycles. Your CFO sees the same audit close faster, with cleaner support, every year.
less rework, per audit cycle
fewer "can you re-send" requests
days sooner to audit close
Your data, treated with care.
Punchcard is built around evidence and testing, not generic document chat. Files you upload are encrypted in transit and at rest, scoped to your engagement, and never used to train models. Your auditor controls access and retention — you can see exactly who's opened what. Read our security overview or the privacy policy.
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.