Request
PBC collection that stays organized.
Punchcard Request gives auditors and clients a single, structured place to manage support requests, upload evidence, monitor status, and spot incomplete support before fieldwork stalls.
Files stay connected to the request item.
invoice_batch_04.pdf matches a prior upload.
Support appears complete and relevant.
The usual way
PBC tracking spread across too many places.
- A shared spreadsheet that lags behind reality
- Email threads nobody can quickly search
- Status updates that require manual follow-up
- Files that land in the wrong place
- Duplicate submissions nobody catches until review
With Request
One live list. Both sides. Zero ambiguity.
- A structured request list auditors and clients share
- Uploads tied directly to each request item
- Status visible without asking anyone
- AI flags incomplete or misfiled support before review
- Duplicate submissions caught before the list gets noisy
How it works
From first ask to accepted support in three steps.
Auditors build the request list once.
Each item gets an ID, a description, and an assigned owner. Clients see the same list the moment it is published — no version-controlled spreadsheets, no forwarded emails.
Clients upload directly against each item.
Instead of attaching files to an email and hoping for the best, clients upload against a specific request ID. Files stay tied to their item through OCR, reclassification, and final review.
AI evaluates each upload against what was asked for.
Request checks whether uploaded support appears complete, relevant, and free of duplicates — before the auditor ever opens the file. Teams catch gaps during fieldwork, not during review.
Support appears complete and relevant to the revenue contract population requested.
invoice_batch_04.pdf appears to duplicate a prior submission. Support may be incomplete.
Built for fieldwork
Everything a request list needs. Nothing it doesn’t.
Status without asking anyone
Auditors and clients see the same live list. Outstanding items, pending uploads, and completed requests are visible to both sides without a single status email.
Duplicates flagged before they land
Potential duplicate or misfiled uploads are caught before they clutter the request list and confuse the review.
Files stay tied to their item
Every upload is linked to a specific request ID. Even as OCR and classification run in the background, the connection never breaks.
AI checks support before the auditor does
Each upload is evaluated against what the auditor actually asked for. Incomplete, irrelevant, or borderline support is flagged during fieldwork — not discovered in review.
Where it fits
Request is the front door of the audit chain.
See Request on a real PBC workflow.
We will map your current request list into Punchcard and show how uploads, status, duplicate checks, and acceptance checks work together.
Cleaner engagements. Faster review.
Join audit teams cutting testing time by up to 10×. Get a personalized walkthrough — every judgment call still in human hands.
Trusted by RSM, Richey May, JLK Rosenberger, and more.