Audit Data & Evidence Package Builder

Prepare requested accounting evidence as a clearly scoped delivery package. This application is designed to connect required data fields with supporting documents, check coverage and organise files so the recipient can understand what has been supplied.

Best suited to

Businesses preparing data for their appointed auditors or reviewers.

What you can manage

• Define the data fields requested for the review.
• Associate supporting documents with the relevant records.
• Check the prepared information against the agreed request scope.
• Create an index explaining the package's file contents.
• Assemble the reviewed data and evidence for delivery.

A practical workflow

Translate the request into a defined data scope and collect the corresponding records. Review completeness and document links, then prepare an indexed package that identifies what is included and any unresolved request items.

Why this workflow matters

Prepared accounting data should have a defined scope and a clear relationship to its source. Reviewing completeness, transformations and intended use helps the business explain what has been included and identify unresolved exceptions. The receiving process still needs to assess whether that information is appropriate for its particular purpose.

Working with your records

Check that source and destination formats fall within the released product's supported scope. Compare prepared records with representative originals and reconcile relevant counts or totals before operational use. Conversion, extraction, validation or masking assists the review process; a completed operation does not guarantee perfect source data or complete removal of sensitive information.

Licence

12-month software licence purchased with a one-time payment. The purchase covers the stated licence term and does not create an automatically renewing subscription.