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
User & Role Management
Create users, assign roles, and manage responsibilities so your team knows who owns each part of the audit.
Automated Audit Programs
Give assignments a consistent structure with predefined audit processes that reduce repetitive manual work.
HR & Assignment Budgeting
Connect employee allocation with assignment budgets based on roles and the people involved.
Due Diligence & Documentation
Bring client verification, approvals, and audit documentation into a more organized workflow.
Real-Time Dashboards
Monitor employee activity, assignment completion, and profitability with a clearer view of ongoing work.
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.
Plan the Engagement
Carry out due diligence and define the assignment budget.
Assign Your Team
Allocate employees, set roles, and assign the managing partner.
Execute & Monitor
Follow structured audit programs and track assignment progress.
Review & Close
Complete approvals, organize documentation, and lock closed assignments.
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.
Control at Every Stage
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.
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.
