Audit Portal
Sheetsway's Audit Portal enhances the auditing process with a range of integrated features for efficient management of audit tasks.
Comprehensive Audit Management
Client Onboarding
The client onboarding feature simplifies the process of adding new clients to the system. It allows auditors to enter comprehensive client details, assign roles, and manage engagement specifics effectively.
Trial Balance Management
The Trial Balance Management tool helps auditors organize and upload TB documents. It includes features for auto-classifying accounts, manual classification, and detailed review of the TB data.
Audit Planning and Execution
Comprehensive features to support thorough and effective auditing, tailored to meet various audit needs.
Client Onboarding
Manage new clients and engagement specifics.
Trial Balance Management
Auto-classify and manually review TB documents.
Audit Memos
Centralized management of audit queries and memos.
Audit Procedures
Generate and customize procedures tailored to specific needs.
Risk Analysis
Identify and focus on high-risk areas.
Client Portal
Facilitate document uploads and query responses.
Materiality Setup
Define significant areas of focus.
Audit Program Generation
Create tailored programs with AI.
Fieldwork Procedures
Execute tasks efficiently with customizable procedures.
Sampling Methods
Implement various options for comprehensive audit coverage.
Query Management
Track and resolve queries efficiently.
General Ledger Management
Integrate ledgers from popular software, review in spreadsheet or advanced views, and categorize transactions.
Sheetsway
Meets every Audit need.
