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On this pageThe workEvaluationProposal

Solutions/Regulated sectors/CA & audit firm

Your audit work, on premises you can name.

Ledger analysis, reconciliation and tax document processing, evaluated on audit files you choose, with where the work runs agreed first.

Arrange a workload evaluationGet the compliance pack

Prefer email? hello@azitalabs.com, subject “Workload evaluation: CA & audit firm”

Client books stay where your engagement terms say.

Your teams process ledgers, bank statements and GST returns. Many of the tools that automate this work run on servers outside your control, and your engagement letters and firm policies set strict terms for client data. So either the firm blocks the tools and partners reconcile by hand, or working papers end up in tools nobody approved.

What you bring
Audit files you choose to release: ledgers, bank statements and GST returns.
What comes back
Reconciliations, exceptions and working paper drafts for your partners and managers to review.

What an evaluation could look like.

An example workflow

A mid-sized firm

Bank reconciliations for audit clients take weeks of manual matching. An evaluation could reconcile one closed engagement's statements and let the audit manager compare the exceptions with the team's, and the total cost.

An example workflow

A tax practice

GST returns are checked against purchase and sales registers for every client. An evaluation could run one past filing period and let the partners judge the mismatches before anything changes.

An example workflow

A statutory audit team

Working papers are drafted from ledgers and confirmations. An evaluation could draft papers for one completed audit where ICAI guidance and client engagement letters allow, and set the partner's review next to the total cost.

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Custody you can walk to. With the pack your auditors ask for.

You choose the audit files

Your partners select which audit files take part, and how samples are handled is agreed before the evaluation starts.

The pack comes first

Ask for the compliance pack to see how location, access and custody are set out, before you release any client data.

Your partners decide

Your partners and managers grade the output on audit files you choose. If it does not meet their criteria, nothing changes.

Where it runs, and what is agreed.

Capacity from the Azita fleet

Run your workload on capacity from Azita’s installations. Scope the workload and data requirements.

Discuss your workload on the fleet →

An installation in your building

Scope the room and workload together. Azita designs, installs and commissions the deployment.

Discuss an installation in your building →

Where the work runs, which models are used, who has access and how long anything is kept are agreed in your proposal before any work starts. For how location, access and custody are set out, ask for the compliance pack.

Compare quality and total cost on your own workload.

Agree a representative job and the acceptance criteria. Compare the output, turnaround, data requirements and total cost before deciding.

  1. Read the pack firstHow location, access and custody are set out for an Azita deployment, before you release anything.
  2. Agree the casesAudit files you choose to release, and the review criteria your partners and managers set.
  3. Compare, then decideYour partners and managers compare the output and total cost. The agreement sets responsibilities, access and exit before any installation.

Available to evaluate on your own workload.

On the Azita fleet, or on an installation in your building.

Arrange a workload evaluation

We'll review what you need to run and contact you to discuss the right setup.

Proposal based on your workload and deployment.

There is no price list. Your proposal states what is being quoted, the commitment and what is included. Human review, software licences and integration are listed wherever they apply.

Add what you pay for today. It travels with your enquiry as a note, so the comparison starts from the same work.

Opens the spend table on the pricing page. Your note travels with your enquiry, never in the page address.

Prefer to read first? How pricing works →

Straight answers.

Does client data leave our office?+

On an installation in your own office, the work runs in a room of that building. On the Azita fleet, it runs in a building named in your agreement. Where the work may run is set in your agreement before any work starts.

What is in the compliance pack?+

How location, access and custody are set out for an Azita deployment, written for your auditors to review. Ask for it before you release any client data.

How do we judge quality on our own audit files?+

Your partners and managers grade the output on audit files you choose to release, against criteria they set. If it does not meet them, nothing changes.

Does the evaluation require moving client data out?+

The cases, where they are processed and how they are handled are agreed before the evaluation starts. You choose what to release.

How is it priced?+

Proposal based on your workload and deployment. It states what is being quoted, the commitment and what is included, and lists human review, software licences and integration wherever they apply. There is no price list. An installation in your own building is its own agreement, separate from hosting capacity for others.

What happens when the contract ends?+

Exit, removal and how client data is handled at the end are set out in your agreement before you sign.

Related

Regulated sectors

AI for data your rules keep on your premises, with the compliance pack first.

The page for every kind of work in this group, and how an evaluation works.

Read →

Also for

Law firm

Run document review and drafting on an installation inside your firm or the Azita fleet. Compare quality and total cost before deciding.

Read →

Also for

Stock broking

Client query handling, KYC checks and surveillance summaries, evaluated on cases you choose, with where the work runs agreed first.

Read →

Start with your own workload.

Start with your auditors' questions

Tell us your sector, where the data must stay and what your auditors need to see. We agree a representative job and how samples are handled before the evaluation starts.

Arrange a workload evaluation

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