Audit fieldwork that lives inside Excel.
First Pass on Autopilot
AICPA · IFRS · PCAOB
Built for AICPA, IFRS, and PCAOB engagements.
What first-year staff actually spend time on.
Most of fieldwork is rote work that doesn't need judgment. Illustrative breakdown of a typical mid-market private audit.
~40%
Hours on sample selection + tickmarks
~25%
Hours on analytical procedures
~15%
Hours on exception consolidation
~20%
Hours on workpaper formatting
From engagement setup to signed exception report.
01
Engagement Setup
Capture client, framework, industry, materiality, PY audit, and CY trial balance.
02
Assertion-Risk Matrix
AI maps every significant account to risks, assertions, and a planned approach. You review.
03
Workpaper generation
Lead sheets, scoping documents, and per-account workpaper shells, all in Excel.
04
Substantive testing
Sample selection, tickmarks, ratio + variance flagging, and an exception report you sign.
SCOPING RATIONALE (AR): Positive confirmations on concentrated customers, subsequent-cash testing, aged-AR analytics, and cut-off testing around year-end. Concentration + fraud risk elevates this to High.
TESTING PROCEDURE: Performed substantive analytical procedures over AR in two parts. (1) DSO trend — computed Days Sales Outstanding (AR ÷ Revenue × 365) for the prior and current fiscal year and compared the YoY change to the industry benchmark (~72 days). (2) Aging mix — compared CY vs. PY aging distribution by bucket. Tied opening figures to PY audited balances and CY to the CY TB.
| Metric | FY 2022 | FY 2023 | FY 2024 | YoY Change | YoY % |
|---|---|---|---|---|---|
| Revenue | 6,820,000 | 7,610,000 | 8,240,000 | 630,000 | 8.3% |
| AR, net | 1,390,000 | 1,620,000 | 1,840,000 | 220,000 | 13.6% |
| DSO (days) = AR / Revenue × 365 | 74.4 | 77.7 | 81.5 | 3.8 | 4.9% |
| Industry benchmark | 72 | 72 | 72 | — | 0.0% |
A generated workpaper — built from your trial balance, AR aging, and prior-year audit
Built for firm-grade trust.
Zero-retention API
Client data is never stored or trained on. Verified at every code path that sends client content.
Audit trail on every cell
Source, prompt, and reasoning saved with each generated workpaper cell.
Never auto-concludes
Fieldwork flags exceptions; auditors form opinions. By design.
Framework templates
Distinct templates for AICPA, IFRS, and PCAOB engagements.
Per-seat pricing.
14-day free trial. No card required during beta. 30-day money-back guarantee on paid plans.
Starter
$249/user/mo
For small CPA firms with 1–5 users. Limited engagements and AI runs.
Start free trialPro
$499/user/mo
Full testing workflows and integrations. The full Fieldwork.
Start free trialEnterprise
Custom
SSO, audit logs, advanced controls, and dedicated support for large firms.
Talk to salesStart your 14-day trial.
No card during beta. Walk one engagement through Fieldwork and decide if it pays for itself.