Smart Audit Automation

The Audit Assistant
Smarter Audits. Greater Control.

Bring your audit team, assignments, budgets, and documentation together in one platform. Simplify every stage of your audit workflow, from engagement to execution and review.

What is The Audit Assistant?

Built for Modern Chartered Accountants & Audit Firms

The Audit Assistant is audit workflow and firm management software that helps accounting professionals plan assignments, coordinate teams, and keep audit work moving through a structured process.

From due diligence and budgeting to approvals and documentation, it connects the work behind every audit, giving partners a clearer view of progress, people, and profitability.

Key Features

Manage Your Audits with Confidence

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User & Role Management

Create users, assign roles, and manage responsibilities so your team knows who owns each part of the audit.

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Automated Audit Programs

Give assignments a consistent structure with predefined audit processes that reduce repetitive manual work.

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HR & Assignment Budgeting

Connect employee allocation with assignment budgets based on roles and the people involved.

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Due Diligence & Documentation

Bring client verification, approvals, and audit documentation into a more organized workflow.

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Real-Time Dashboards

Monitor employee activity, assignment completion, and profitability with a clearer view of ongoing work.

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Security & Access Controls

Use role-based access, two-factor authentication, and closed-assignment locks to support data integrity.

How The Audit Assistant Works

One Connected Audit Workflow.

01

Plan the Engagement

Carry out due diligence and define the assignment budget.

02

Assign Your Team

Allocate employees, set roles, and assign the managing partner.

03

Execute & Monitor

Follow structured audit programs and track assignment progress.

04

Review & Close

Complete approvals, organize documentation, and lock closed assignments.

Use Cases

Designed for Growing Audit Practices

As your firm takes on more assignments, keeping people, budgets, and reviews aligned becomes more demanding. The Audit Assistant helps you manage that work through a shared, structured platform.

Whether you oversee engagements as a partner or coordinate day-to-day execution, bring essential audit activities into one connected workflow.

Across Your Audit Practice

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Chartered Accountants

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Audit Firms

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Managing Partners

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Audit Team Coordination

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Assignment Budgeting

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Client Due Diligence

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Progress & Profitability Tracking

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Review & Assignment Closure

Improve Audit Visibility Across Your Firm

Keep an eye on active assignments, employee activity, and project completion from real-time dashboards. Give partners the context they need to coordinate teams and keep work progressing.

ILLUSTRATIVE WORKFLOW · NOT A PRODUCT SCREENSHOT
● ● ●Assignment overview
PlanBudgets & roles
TrackWork in progress
ReviewApprovals & closure
AssignmentProgressStatus
Client due diligence
In progress
Audit execution
In progress
Documentation
Review
ACCESS & DATA INTEGRITY
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Control at Every Stage

Role-based permissionsDefined access
Two-factor authenticationAdded protection
Closed assignment locksData integrity

Built with Security & Accountability in Mind

Give team members access appropriate to their roles. Add a layer of account protection with two-factor authentication and preserve the integrity of completed work by locking closed assignments.

Keep responsibilities clear as work moves from execution to review and closure.

About Momentum Infosystem

Powered by Momentum Infosystem

The Audit Assistant is part of Momentum Infosystem’s approach to building practical digital solutions that simplify business operations.

As the technology and implementation division of Velocity Consultancy, Momentum brings strategy and technical execution together to help businesses work more efficiently.

Technology with Purpose

Less coordination. More clarity.

People→Processes→Progress

Connected through one structured audit workflow.

Ready to Get Started?

Ready to Simplify Your Audit Workflow?

See how The Audit Assistant can help your firm coordinate assignments, manage teams, and bring greater visibility to audit operations.

Let’s Start a Conversation

Tell us how your firm works. Explore what The Audit Assistant can do for you.