Audiexa by the size of your firm
The engagement file is the same at every size; what changes is who works on it and who reviews it. Pick the one closest to your firm.
A small audit office
In a small office the same person imports the trial balance, prepares the workpapers, writes the notes and issues the fee invoice. Every minute lost to retyping comes out of the testing itself.
On Audiexa
The trial balance comes in from Excel or CSV exactly as the client sent it
Leadsheets and workpapers are generated from that same trial balance
Financial statements and notes come out of the same data
The fee invoice is built from the hours logged on the engagement
A mid-size firm with teams
With several teams working the same season, the daily question is: where is each engagement, and who is waiting for whose review? Audiexa puts the answer on one screen.
On Audiexa
Every engagement with its owner, status and progress in one list
A workpaper review cycle: preparer, then manager, then partner
An assertion-coverage board for every live engagement
Tasks, deadlines and review alerts for each team
A firm with several partners
When more than one partner signs, the firm needs one standard for the file whoever the partner is, and a clear view of what each client earns.
On Audiexa
One methodology and program library for the whole firm
Partner approval as the last stop before a workpaper is closed
ISA 240 journal testing documented in the file
Group consolidation, and profitability per client and engagement
Your first file on Audiexa is free for 14 days.
Try the full system on demo data, or request a quote to buy a perpetual licence for your own hosting.