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ExamFlow

Tests of details for audit teams

Document dump in.
Finished workpaper out.

ExamFlow runs your tests of details. It organizes the client's files, executes your methodology, and fills out your workpaper, with every field traceable to source.

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  1. Files received 9:00 AM
  2. Organized 9:03 AM
  3. Tests run 9:12 AM
  4. Exceptions drafted 9:15 AM
  5. Workpaper ready 9:20 AM

The problem

Vouching eats up to half your engagement hours. Most of it isn't audit work.

Where the hours go

  • Splitting PDFs
  • Renaming files
  • Chasing missing documents
  • Hand-keying workpapers
  • Fixing extraction-tool errors

On fixed fees, every one of those hours comes out of realization.

How it works

From document dump to workpaper.

  1. 1

    Drop in the documents

    Combined PDFs, bad scans, photos, any language. ExamFlow splits, classifies, and groups everything by sample, with no prep or renaming.

  2. 2

    Missing files flagged in minutes

    Get a missing-documents report the day the files arrive, not in week three. Upload what comes in later, and only the affected samples re-run.

  3. 3

    Your methodology runs the test

    Plain-English policies tell ExamFlow exactly how your firm tests. It vouches, cross-matches across documents, and fills out your workpaper template.

  4. 4

    Exceptions in plain English

    Carrier mismatch. Payment that doesn't tie. Conflicting shipping terms. Each issue is written out and linked to the exact spot in the source document.

Why ExamFlow

Extraction tools find data. ExamFlow executes the test.

Templates break on non-uniform documents. ExamFlow reads them like a person, matches data across documents, drafts the exceptions, and completes the workpaper in the background. No plug-in, no frozen Excel.

  • Review side by side

    Documents next to the workpaper, keyboard-speed navigation, and every value one click from where it came from.

  • One methodology, every team

    Policies and templates are managed centrally. Staff suggest changes, managers approve, and everything is logged.

  • Correct it once

    Tell it what's wrong like you'd tell a staff member. It updates the policy, and the mistake doesn't come back.

  • Fits your workflow

    Send a link for the next layer of review, or export to Excel or your engagement platform.

Every value links to its source, with a full audit trail on edits and policy changes. How we protect your data →

Outcomes

Fewer hours. Same fee. Better work.

  • 2–3 days → 20 min

    for tests of details on 50–60 selections

  • Realization climbs

    with fewer hours against the same fixed fee

  • More engagements

    with the same headcount

See your own test run.

Bring a real sample request and a real document dump. Leave with a completed, traceable workpaper.

Book a demo