Designed to fit into your workflow
AuditProo is intended to support audit firms throughout the audit process, including the use of financial information and the preparation of financial reporting outputs. Integrations and data exchange capabilities help reduce repetitive data entry, support continuity between systems and make it easier to use information already held by the firm or its clients.
The exact integrations available to a customer depend on the features currently deployed, the customer's systems and any applicable subscription or configuration requirements.
Data exchange and financial reporting
AuditProo's financial reporting workflow is designed to use an audited trial balance as a key input to the preparation of financial reporting outputs. The documented trial balance structure includes account category, general ledger name, current-year debit and credit balances and prior-year debit and credit balances.
The reporting workflow may use supporting information and approved processing capabilities to generate financial reporting outputs. The product's documented output formats include PDF, DOC and XLS. Users should review generated reports and confirm that the information is complete and appropriate before finalisation.
Integration methods
| Method | Typical purpose | Availability statement |
|---|---|---|
| Structured file import | Bring trial balance or other supported financial data into an AuditProo workflow. | Supported formats and import specifications must be confirmed against the current product release. |
| Report export | Export completed financial reporting outputs for review, sharing or downstream use. | PDF, DOC and XLS output formats are part of the documented reporting workflow. |
| API or automated connection | Enable system-to-system data exchange and workflow automation. | AI Agents, Communication platforms, Payment gateway. |
Working with accounting and ERP systems
Many audit firms receive financial information from clients using different accounting and ERP applications. Where a source system can produce a file in a format accepted by AuditProo, a file-based workflow may be used subject to the current import specification.
Security and permissions for integrations
- Data exchanged with AuditProo should be limited to what is necessary for the intended workflow.
- Customers should confirm that they are authorised to transfer the relevant information.
- Integration access are restricted to the required customer account, data and functions.
- Third-party services that process personal or confidential information are assessed and governed by appropriate terms.
- Errors, failed transfers and duplicate submissions should be handled through documented procedures.
Integration enquiries
For integration assistance, contact AuditProo through its designated support or business contact channel. Do not send passwords, API secrets or unnecessary customer personal data in a support request.