Excel and exports
Use the files teams already send at year-end.
Audit intake MVP
Turn raw bookkeeping files into something auditors can use.
Auditor is a narrow audit-prep layer. It takes annual ledgers, trial balances, and support files as they arrive, then shapes them into a cleaner review pack without the normal spreadsheet copy-paste cycle.
Map and structure
Clean the handoff before review starts.
Audit-ready pack
Schedules, issues, and supporting context in one place.
What Auditor is
A clean MVP for audit prep.
People send annual bookkeeping in workbooks, exports, and support files. Auditor skips the messy middle and converts that handoff into a structured pack an auditor can work with faster.
Input
Start with the actual handoff
The first version accepts the annual files finance teams already send instead of assuming perfect source systems.
Ledger exports
Trial balance workbooks
Supporting files and notes
Output
Produce a cleaner audit pack
The output is shaped for review: mapped schedules, follow-up items, and context around what needs attention.
Mapped balances
Review-ready schedules
Open issues and follow-up
Workflow
Keep the first version focused.
This should demo one thing well: take a messy bookkeeping handoff and turn it into a cleaner audit-ready output.
Upload the files
Bring in the ledger export, trial balance, and support exactly as they were sent.
No manual pre-cleaning
Source files stay attached
Works with messy annual packs
Structure the handoff
Map accounts, group balances, and surface the obvious issues before review begins.
Normalize account mapping
Group into schedules
Highlight missing support
Review the pack
Hand auditors something shaped for review instead of another workbook to rebuild.
Cleaner schedules
Issue list
Support context
Scope
Demo the transformation, not the full platform.
The strongest MVP story is simple: file intake, structuring, and audit-ready output now; everything broader can come later.
In the MVP
Ledger and workbook intake
Mapping and schedule structuring
Issue visibility for review
Later if needed
ERP integrations
Permissions and collaboration
Deeper workflow automation