AuditFile
Run secure, cloud-based audits from one platform
AuditFile is a cloud-based audit platform for CPA firms covering audits, reviews, and compilations. It brings methodology, risk assessment, trial balance, workpapers, reporting, and AI into a single system, replacing separate servers and software with browser-based access. The platform includes the Wiley Advantage Audit methodology as a step-by-step audit program built around professional standards, with quality control reviewed and customized for different industries.
Core capabilities include trial balance import from QuickBooks Online, Xero, and NetSuite; workpapers with findings, adjustments, and analytics; a Financial Statement Builder; Report Builder Excel and Word add-ins; sampling, confirmations, and Collaborate LIVE co-editing. AI Audit Agents prepare, review, and draft on procedures with human approval of changes, while ChatCPA is a secure AI assistant grounded in professional literature with citations. Additional modules include LeasePunch for lease accounting across multiple standards, e-signatures, a client portal for PBC requests and secure file sharing, time and billing, 33 built-in audit programs with specialized modules, native iOS apps, and a command-line interface. Security features include MFA, SAML SSO, and SOC 2 Type II compliance.
AuditFile is built for CPA firms of varying sizes, including government and defense entities. The platform is available through a free plan and paid editions; see pricing for details.
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