WHO ITS FOR

Faster, Transparent Audit Confirmations for Finance Teams

Take control of audit confirmations and access trusted bank data directly from source institutions.

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What You Get

Centralised Audit Confirmation Dashboard

Track all confirmation requests in one structured platform.

Direct Bank and Provider Confirmations

Enable secure, authenticated confirmation responses from financial institutions.

Direct Bank Data via API

Access independently sourced balances and transaction data through secure API integrations. Reduce reliance on PDF statements and manual uploads.

Automated Tracking and Notifications

Prevent delays with real-time confirmation and data status visibility.

Secure External Collaboration

Coordinate seamlessly with auditors and banks through controlled workflows.

Governance & Approval Controls

Maintain oversight of approvals and financial data access across entities.

How it works

1. Authorise Requests
2. Institutions Respond Securely
3. Monitor to Completion
Step 1

1. Authorise Requests

Authorise confirmation or data access 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

Institutions Respond Securely

Banks respond digitally or deliver balances 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. Monitor to Completion

Monitor progress and provide auditors with verified documentation.

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.

impact

Clarity and Control at Year End

Reduce year-end disruption

Remove manual coordination and last-minute chasing across banks and providers.

Gain real-time visibility over confirmations and bank data

Track the status of every request across entities and institutions in one place.

Lower risk of missed or delayed responses

Structured workflows ensure confirmations do not fall through the cracks.

Accelerate audit completion timelines

Minimise bottlenecks and support smoother financial reporting.

client USE CASES

Designed for Your Audit and Reporting Cycles

AUDITOR USE CASES

Annual Statutory Audits

Manage bank and provider confirmations efficiently during year-end reporting. Replace spreadsheets and manual follow-ups with structured digital workflows that provide real-time visibility across all outstanding requests.

AUDITOR USE CASES

Group and Multi-Entity Audits

Coordinate confirmations across subsidiaries and international entities from one centralised dashboard. Maintain group-level oversight while enabling local authorisation control.

AUDITOR USE CASES

Bank Balance Confirmations

Authorise digital confirmation requests and enable secure, authenticated responses directly from financial institutions. Ensure auditors receive independent evidence without unnecessary internal handling.

AUDITOR USE CASES

Loan and Covenant Confirmations

Confirm outstanding debt balances, credit facilities and covenant positions through structured digital workflows. Reduce delays caused by incomplete or inconsistent responses.

AUDITOR USE CASES

Treasury and Cash Verification

Strengthen oversight of cash positions using both structured confirmations and API-sourced transaction data. Monitor confirmation progress in real time and reduce risk across accounts.

AUDITOR USE CASES

Audit Readiness Preparation

Structure confirmation workflows and bank integrations in advance of fieldwork, reducing last-minute disruption.

Want to know more?

Take control of your audit confirmation process

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Request a demo