Step 1 – Upload Engagement Data
Sample datasets include onboarding information, a trial balance, and a general ledger — everything the pipeline needs to produce a Business Understanding.
Load sample data
SMB Examples
Specialist Examples
Step 2 — Review Imported Data
Toggle between tabs to review engagement data, trial balance, and general ledger entries. Early risk signals and an AI-generated key business description are also shown here — both feed into the Business Understanding produced in later steps.
Step 3 — Data Preparation
The AI automatically generates all seven ISA 315 pillar narratives from the uploaded data, structures the Business Understanding, and produces the final narrative report.
Show raw response
Step 4 — Business Understanding
AI-generated narrative report based on the ISA 315 pillar analysis. Review and edit this prose summary before proceeding to export.
Step 5 — Export
The working paper is shown at A4 dimensions below. Print or save as PDF using your browser's print dialog.