01
Multi-format viewer
Inspect PDF, Excel, CSV, Word, PowerPoint, image, text, and email support in the browser.
Audit workpaper software
Keep the evidence, test, tickmarks, and review in the same line of sight.
Open common audit evidence formats in a connected workspace, navigate by phase and sample, and move from a test citation directly to the underlying support.
Control test · Interim
Journal entry approval
Approval evidence is dated before posting
Workbook · Sheet 1 · G14
Approver has delegated authority
Policy PDF · page 6
Exception receives documented follow-up
Sample 03 · follow-up draft
Evidence references remain attached to the test result
The current process
The work is connected. The tools usually are not.
Lean teams feel every broken handoff because the same person often has to reconstruct the context.
- Files are downloaded into local folders.
- Tickmarks and conclusions live in different documents.
- Reviewers hunt for the cited page or cell.
- A replacement file breaks the testing context.
- Sample evidence is hard to navigate as a set.
A better workflow
Preserve context from the first decision to the reviewed result.
Each step produces structured context for the next—so automation can act on the actual audit record.
- 01
Open
View the source file from its request, test, or sample.
- 02
Navigate
Move across workpapers, samples, and testing phases.
- 03 AI
Annotate
Add or draft source-positioned tickmarks and notes.
- 04
Conclude
Keep test notes and workpaper conclusions synchronized.
- 05
Review
Resolve comments and retain sign-off history.
Relevant capabilities
Built for the job: audit workpapers.
Every capability below is present in the current product; roadmap concepts are intentionally excluded.
02
Sample navigation
Group evidence by sample and open it from the testing memo or request.
03
Smart annotation
Draft citations and tickmarks at PDF coordinates or spreadsheet cells for auditor review.
04
Excel-aware review
Preserve workbook tabs, formulas, search, annotation, and undo/redo context.
05
Memo connection
Move between the testing sheet and the workpaper that supports a result.
06
Export and history
Save replacements, annotations, and exports without losing the linked audit record.
AI in this workflow
AI points to the source. Review starts there.
Smart annotation uses test citations and evidence context to locate relevant areas in PDFs and spreadsheets. Annotations remain reviewable and tied to the workpaper.
- Locate cited PDF pages
- Place coordinate-aware PDF tickmarks
- Locate spreadsheet sheets and cells
- Draft explanatory annotation notes
- Process multi-file annotation jobs
- Sync workpaper conclusions with memo context
Automated testing workspace
Example use case
Example: invoice approval support
The reviewer opens Sample 07 from the memo, navigates to the invoice PDF and approval spreadsheet, and follows the cited page and cell. A smart tickmark explains the match. The reviewer updates the annotation, resolves the comment, and completes review without downloading or renaming a file.
Less window and file switching
Faster source verification
More consistent tickmarks
Stronger evidence-to-conclusion traceability
Direct answer
What is audit workpaper software?
Audit workpaper software organizes the evidence, procedures, results, annotations, conclusions, and review history supporting an audit test. IABuddy links those records to the control, phase, PBC request, and sample that produced them.
Common questions
Evaluating IABuddy for audit workpapers
Yes. IABuddy keeps test results tied to files, sample rows, and available page, sheet, or cell references so a reviewer can inspect the source in the workpaper workflow.
Product walkthrough
See audit workpapers run as one workflow.
Bring one control, one testing phase, or one evidence workflow. We’ll show you how it runs from plan to reviewed result.