The All in One AI Plugin for Auditors

Skills for auditors 17

• audit support assistantTests compliance, guides sampling, assesses fraud risk, drafts findings and reports. Example: testing 40 expense approvals for sign-off.
• audit ready file builderPrepares a financial statement audit file: organizes documents, evaluates controls, drafts schedules and workpapers. Example: building the year-end revenue workpaper set.
• risk assessment assistantScores financial risks by likelihood and impact, and reviews controls and fraud exposure. Example: rating third-party payment risk as high.
• audit preparationKeeps the audit preparation register: document, period, request and receipt dates, preparer, reviewer, auditor queries and adjustments.
• office meeting notesTurns walkthrough notes and process owner interviews into structured notes with decisions and action items. Example: after a payroll controls meeting.
• risk analysis and management assistantGuides risk identification, prioritization, mitigation, monitoring and reporting. Example: building a risk register for a new ledger migration project.

Plus a start-here assistant, the prompt library and the app builder, and for members the daily brief.

Ready-made prompts 25

• Audit Planning And Risk3 prompts, like Draft An Audit Engagement Plan
• Understanding The Client2 prompts, like Summarize a New Client's Business Model
• Testing Internal Controls3 prompts, like Design Control Test Procedures
• Reviewing Financial Statements3 prompts, like Run Analytical Review Procedures
• Compliance And Regulation2 prompts, like Map Regulation Clauses To Internal Controls
• Data Analysis And Sampling4 prompts, like Write Audit Formulas For Full Population Testing
• Interviewing Process Owners3 prompts, like Draft Process Owner Interview Questions

Apps you can build with AI 3

• Operations audit observation classifierGroup repeated observations into themes while the raw evidence stays visible for the file. Demo included.
• Finance control evidence calendarTrack when each control check was performed and where the proof is stored. Demo included.
• Finance audit-trail narrationTurn system logs and approvals into a readable evidence trail without new accounting conclusions. Demo included.

AI agents 12

In the download. An agent runs a whole recurring task for you, step by step, and asks you before anything important. Ask your AI: "Run the Revenue Recognition Evidence Agent". Each one also has a guided set-up with sample data on its page.

• Revenue Recognition Evidence AgentEvery revenue schedule assumption is linked to signed, dated evidence.
• Insurance Audit Evidence Coordinator AgentA traceable evidence package for every sampled control.
• Change Management Sample Testing AgentA consistent, documented sample test of change management, with the extent of any weakness known
• Data Retention and Deletion Schedule AgentData is deleted when the policy says, with proof, and nothing under hold or in use is touched.
• Employee Reimbursement Policy Audit AgentCatch policy breaks and duplicates on every expense report and resolve them with the employee.
• Treasury Bank Account and Signer Review AgentBring every bank account's signers and limits in line with current staff and policy.
• Internal Audit Schedule AgentRun risk-based internal audits and close every finding with evidence.
• Executive Compensation Disclosure Check AgentMake the disclosure match what the committee actually approved.
• Audit Committee Finding Tracker AgentDrive every audit finding to a closure that is backed by evidence.
• Client Discovery Synthesis AgentClear, evidence-backed discovery findings ready to validate with the client
• Audit Program Draft AgentA complete audit program where every in-scope risk has a control and a test
• Database Access and Privilege Review AgentEvery database privilege matched to a current need, with excess access removed

Connections (MCP servers) 12

A guide in the download. A connection lets your AI work in an app you already use. You add only the ones you use: ask your AI "Which apps can you connect to?" and follow the steps on each connection's page.

• Box MCP serverLet your AI search your Box files, answer questions about them, and pull out details for you. Official. No install needed.
• OfficeAgent MCP serverLet your AI edit Word, PowerPoint and Excel files, with changes you can review before saving. Official.
• Outlook Attachment Reader MCP serverLet your AI open and read the files attached to your Outlook emails, and send local files as drafts.
• Snowflake MCP serverLets your AI look up and query your Snowflake data, with read-only protection on by default.
• Excel MCP serverLets your AI create, read and edit Excel workbooks for you, without opening Excel.
• Word document MCP serverLet your AI open, edit, and review Word files, with changes shown as tracked revisions.
• Spreadsheet MCP serverLets your AI read, edit, and recalculate Excel files safely, without you opening Excel.
• Google Drive MCP serverLets your AI search and read your Google Drive files and read or edit your Google Sheets.
• SEC EDGAR MCP serverLook up US public companies and their official SEC filings and financial numbers from your AI chat. No install needed.
• Excel Vision MCP serverLet your AI read Excel files fully, including the images and colors inside them.
• Haypile document search MCP serverLets your AI search your own PDFs, Word files and notes by meaning, with file and page citations.
• ArkForge MCP serverYour AI can make web calls that come back with a signed, timestamped proof of what was sent and received.

Your Grok Bot team 12

• Compliance AuditorAudits compliance across GDPR, HIPAA, SOC 2, PCI DSS, and ISO frameworks.
• Compliance SpecialistAssesses compliance gaps and prepares audit evidence for regulatory frameworks.
• Expense Folder AuditorAudits expense folders: reconciles receipts to statements, flags issues, and reports.
• Verify DocumentCheck PDFs and images for tampering signals before relying on them.
• Supply Chain Risk AuditorAudits project dependencies for supply chain risk factors.
• Risk Management SpecialistManages ISO 14971 risk management files for medical devices throughout the product lifecycle.
• Production AuditAudits deployed repos for production-readiness gaps across security, infra, and UX.
• Pdf Processing ProExtracts text, tables, and form data from PDFs with validation and batch processing.
• Document Structure AnalyzerAnalyzes document layouts and maps content hierarchy before OCR processing.
• Longbridge FundamentalsPull financial statements, valuation multiples, and company profiles for HK/US/A-share/Singapore stocks via Longbridge.
• Audit Support AssistantAudit support assistant for finance specialists: analyze data, review docs, plan audits, and draft reports.
• Finance Compliance Checklist BuilderMonitors regulatory changes, builds checklists, reviews policies, and prepares compliance reports and audits for finance teams.