PARA QUIÉN ES

A Connected Verification Network for Modern Audit Firms

Automate confirmations, access independently sourced bank data and reduce audit delays with Circit’s secure digital platform.

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What You Get

Automated Confirmation Workflows

Create, send and track digital audit confirmations from one centralised dashboard. Remove paper, PDFs and manual trackers from your audit process.

Direct API Access to Bank Data

Retrieve balances and transaction data directly from financial institutions via Circit’s API Network. Strengthen audit procedures with independently sourced data beyond traditional confirmations.

Real-Time Portfolio Visibility

Monitor confirmation and verification status across clients and engagements. Identify bottlenecks early and prevent fieldwork delays.

Secure Client Collaboration

Clients approve requests, resolve exceptions and upload documentation within structured workflows, maintaining segregation of duties.

Complete Digital Audit Trail

Every action, approval and data retrieval is logged and time-stamped, creating regulator-ready documentation.

Firm-Wide Standardisation

Deploy consistent audit confirmation processes across offices and geographies.

How it works

1. Initiate Requests
2. Verified Provider Response
3. Track and Document
Paso 1

1. Initiate Requests

Select institutions, customise templates and issue digital audit confirmation requests.

Dashboard section showing confirmation requests with counts of 28 for with client, signed, with provider, and complete; table lists request IDs, types, status with color-coded labels, providers, and documents.
Step 2

2. Verified Provider Response

Banks and service providers respond digitally or data is retrieved via API.

Dashboard section showing confirmation requests with counts of 28 for with client, signed, with provider, and complete; table lists request IDs, types, status with color-coded labels, providers, and documents.
Step 3

3. Track and Document

Monitor status in real time and export a complete audit trail for working papers.

Dashboard section showing confirmation requests with counts of 28 for with client, signed, with provider, and complete; table lists request IDs, types, status with color-coded labels, providers, and documents.
Reduce confirmation turnaround times

Accelerate audit fieldwork and eliminate delays caused by manual follow-ups.

Strengthen audit quality with source-verified evidence

Receive authenticated confirmations directly from financial institutions and service providers.

Minimise fraud and interception risk

Replace vulnerable email and paper processes with secure digital workflows.

Increase team productivity during peak season

Free up engagement teams from administrative chasing and manual tracking.

AUDITOR USE CASES

Built for Every Stage of the Audit

AUDITOR USE CASES

Year-End Financial Statement Audits

Manage high volumes of digital audit confirmations across banks, custodians and legal firms. Reduce fieldwork delays and maintain full visibility during peak season.

AUDITOR USE CASES

Interim and Roll-Forward Procedures

Issue confirmations during interim testing and update balances efficiently at year end without restarting workflows.

AUDITOR USE CASES

Cash and Bank Confirmations

Obtain source-verified bank confirmations directly from financial institutions through secure digital channels.

AUDITOR USE CASES

Debt and Facility Confirmations

Confirm loans, credit facilities and covenant positions with structured, authenticated responses.

AUDITOR USE CASES

Investment and Custodian Confirmations

Streamline confirmations for asset managers, custodians and investment holdings across multiple entities.

AUDITOR USE CASES

Legal Confirmations

Digitise the legal confirmation process with secure request and response workflows.

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