Question 1

How do I give my auditors access?

Accepted Answer

Invite auditors via email directly from the platform. They receive a secure link, set up their credentials, and get read-only access to the reconciliation work papers, close packages, lease data, and reports you specify. No software installation required.

Question 2

Can I control what auditors see?

Accepted Answer

Yes. You define exactly which entities, modules, and report types each auditor can access. Permissions are granular. Share one subsidiary's reconciliations and close package without exposing lease portfolios or other entities.

Question 3

What's included in the audit trail?

Accepted Answer

Every data change is logged with the user, timestamp, previous value, and new value. Reconciliation sign-offs, AI confidence score overrides, journal entry postings, consolidation adjustments, entity certifications, lease modifications, and approval actions are all tracked and exportable.

Question 4

Can auditors export data?

Accepted Answer

Auditors can export reports, schedules, and supporting documentation in Excel and PDF formats. All exports are watermarked with the auditor's identity and timestamp for traceability.

Question 5

How does this help with SOX compliance?

Accepted Answer

The auditor portal enforces segregation of duties, maintains immutable audit logs, and provides evidence of access controls. Key requirements for SOX compliance across reconciliation, close, and lease accounting processes. The SOX trust boundary ensures AI cannot post journals, certify periods, or approve reconciliations.

Question 6

Is the auditor portal included in all plans?

Accepted Answer

Auditor portal access is included in Professional and Enterprise plans. You can invite up to 5 external auditors on Professional and unlimited auditors on Enterprise.

Give auditors exactly what they need

Streamline every step of the audit process.

A single portal across reconciliation, close, and lease accounting

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