WorkpaperIQ brings AI workpaper review support to mid-size audit firms: upload a workpaper package, get structured findings in minutes, and work through them with a complete review trail.
A consulting support tool — your professional judgment is always final.
Comment-clearing rounds that eat weeks. Documentation gaps found after archiving. Inspection surprises that were sitting in the file all along. We built two tools that catch these earlier.
Small documentation issues travel all the way to manager and partner review — then bounce back and forth across teams and time zones.
Missing tie-outs, unsupported conclusions, and incomplete procedures surface at wrap-up or archiving — when fixing them is most expensive.
Teams plan without knowing what inspectors have actually challenged in their industry and audit area.
Upload a completed workpaper package for one audit area. Get structured findings your team works through in the portal — with a full review trail your managers and QC can see.
Before planning, see what PCAOB inspectors have flagged in your industry and audit area — pattern-level themes from public inspection reports, so your team prepares for the right risks from day one.
Ask a question. Get the themes, the frequency, and what they mean for your program.
Ask us about inspection insights →Pick the audit area and drop in the workpaper package — folders, zips, and scanned PDFs all work.
The full analysis runs in the time it takes to pull an espresso. Where something is unclear, it asks your team instead of guessing.
First-round findings arrive as structured suggestions — each tied to the exact file, tab, and cell it came from, ranked by what matters most.
Your team addresses each suggestion — agree & fix, disagree, or escalate for judgment — building the record your QC and partners can rely on.
A CPA with 10+ years in PCAOB audits — from staff to leader. He understands auditing, auditors, and audit firms from top to bottom, and focuses not only on the audit itself but on the environment around it. He believes auditors' time belongs in judgment — not formatting, clearing comments, or fixing grammar.
An AI researcher out of MIT, focused on one thing: making AI fast, efficient, and dependable — more done with less compute, less cost, less waiting. While others race to build bigger models, he builds AI professionals can actually rely on every day.
Leave your work email and we'll walk you through a live workpaper analysis — your area, your kind of engagement, your questions.
We'll reach out within one business day to set a time.
Nothing else to do — thanks for your interest.
No. WorkpaperIQ is a consulting support tool. It does not perform audits, provide assurance, or produce audit conclusions — and nothing it produces is audit evidence. All audit work, professional judgment, and workpaper decisions remain entirely with your firm.
Your client-confidential information is not shared externally or disclosed to other firms. To keep improving service quality, de-identified usage data may be used to improve the system — with client confidentiality preserved. Data handling is governed in full by the services agreement, and your firm remains responsible for its own confidentiality obligations.
Every analysis runs through layered verification — an independent second-pass check on each recommendation, and reference validation against your actual files. Where the system isn't sure, it flags the item to your team instead of guessing. Recommendations are advisory: your professional judgment is always final, which is exactly how it should be.
Your team works through recommendations inside the portal, and summary downloads are limited to the reviewer role. We recommend keeping the working trail in the portal rather than the engagement file. What goes in your file is your team's own review and judgment.
No — and any tool that promises that should worry you. WorkpaperIQ helps your team find and address documentation issues at an early stage, and prepares you for the themes inspectors focus on. Outcomes depend on your audit work; no tool can or should guarantee a regulatory result.
WorkpaperIQ analysis is priced per engagement based on complexity — typically a small fraction of the engagement's audit fee. Register for a free demo and we'll scope it for your firm.
Schedule a free demo, or talk to us about piloting workpaper analysis on a real engagement.
Schedule a free demo Sign in to your workspace