AuditFlow

AUDIT MANAGEMENT

Every engagement, from planning to sign-off.

Give partners and teams one structured place to plan, perform, evidence, review and conclude audit work.

Explore the modules Book a product demo

Product scope and availability depend on your selected plan and release.

Ledzerly workspaceIllustrative preview

YOUR WORK, IN VIEW

Engagement overview

Sample period

Active engagements18Illustrative data

Procedures completed76%Review workspace

Work completedSample trend

Week 1Week 2Week 3Week 4

Needs your attention

Revenue testingEvidence linked

Bank confirmationsAwaiting response

Partner review2 notes open

A guided audit file where risks, procedures, evidence, review notes and conclusions remain connected.

INSIDE AUDITFLOW

A connected audit file, from risk to conclusion.

Make the relationship between the planned response, the work performed and the evidence easier to review. AuditFlow keeps the engagement’s decisions and hand-offs in a structured file.

Build the audit response around the engagement.

Start with the scope, period and responsibilities, then document the entity’s processes, controls and business environment. Risk assessment and materiality give the audit programme a clear basis, instead of leaving procedures disconnected from the planning decisions.

Define the engagement team, milestones, responsibilities and independence checks.
Connect assertion-level risks to the planned audit response.
Calculate, approve and track overall, performance and specific materiality.

Put evidence beside the work it supports.

Programmes and working papers give each procedure an owner and a place for its evidence. Indexed files, cross-references and documented test results help the reviewer follow the reasoning from the selected population through to the conclusion.

Organise procedures by cycle, audit area and assertion with due dates.
Record populations, sample selections, exceptions and test results.
Link evidence, working-paper cross-references and conclusions in the audit file.

Carry review points through to resolution.

Findings, audit differences and reviewer comments require follow-through. AuditFlow keeps the assigned action, management response and resolution with the underlying work, while finalisation checklists bring outstanding matters into partner review before engagement closure.

Track control findings, misstatements and management responses.
Raise, assign and clear multi-level review notes with a retained history.
Complete reporting checklists, partner review and locked engagement sign-off.

INSIDE AUDITFLOW

Explore the modules.
Understand the details.

Select a module to see its purpose, the records it brings together and an illustrative view of the work.

AuditFlow / MODULE 01Illustrative preview

Engagement Setup

Define scope, period, team, responsibilities, milestones and independence checks.

Define the engagement scope and audit period.
Assign team responsibilities and milestones.
Record independence checks with the engagement setup.

Sample records · illustrative data
Setup item	Engagement detail	Status
Scope and period	Meridian · FY 2025–26	Defined
Team responsibilities	Planning and fieldwork	Assigned
Independence checks	Engagement team	In progress

1 of 10 modules

THE WORK YOU CAN SEE

What your team can review.

Concrete records, reports and working outputs from AuditFlow, with the supporting detail kept close to the decision.

REVIEW OUTPUT / 01

An engagement planning record

Review the basis of the audit and see how assessment decisions translate into the planned work.

Scope and team responsibilities
Risk-to-response mapping
Approved materiality

REVIEW OUTPUT / 02

Working papers with evidence and conclusions

Follow procedures, supporting files and testing results without losing their relationship to the audit area.

Indexed working papers
Sampling and testing records
Evidence cross-references

REVIEW OUTPUT / 03

A finalisation and review position

Understand which matters remain open and review the trail behind cleared points and final sign-off.

Findings and misstatements
Review-note resolutions
Finalisation and sign-off checklist

WHO IT HELPS

Built around the people doing the work.

Engagement teams

Prepare procedures, document testing and keep evidence attached to the work.

Audit managers

Coordinate owners, milestones, client requests and the resolution of review notes.

Partners & reviewers

Trace conclusions back to risks, responses and evidence before approving closure.

INTERACTIVE PRODUCT WALKTHROUGH

See AuditFlow run the work
from beginning to sign-off.

Choose a stage to explore a sample workspace, the team hand-off and its controls. All figures in this walkthrough are illustrative.

AUDITFLOW / COMMENCECommence command centre

Sample workspace

Connected activities1Illustrative value

Source documents24Illustrative value

Review checks6Illustrative value

Workflow stage1 / 5Illustrative value

Commence work queueDue · Status

Engagement SetupDefine scope, period, team, responsibilities, milestones and independence checks.TodayReview

CONNECTED IN THIS STAGE

◎

Engagement SetupDefine scope, period, team, responsibilities, milestones and independence checks.

✓

Controlled hand-offApproved engagement setup

Sample product walkthroughTasks · Documents · Communication · Billing · Review · Client access

A CLOSER LOOK

Your AuditFlow questions, answered.

How the product supports the work, the team and the review.

How are risks connected to the audit programme?

AuditFlow documents assertion-level risks and links each risk to the planned response. Procedures can then be organised by cycle, area and assertion, with an owner and due date. This keeps the rationale for the audit work visible during preparation and review.

What can be recorded in a working paper?

Working papers support indexed evidence, cross-references and conclusions. Sampling and testing records capture the population, selections, exceptions and results, so the file records both the work performed and the basis for the conclusion.

What happens to reviewer comments?

Review notes can be raised, assigned, resolved and cleared through multiple review levels. The comment history and evidence of resolution stay with the work. Findings and audit differences also retain management responses and their resolution status.

How does an engagement reach final sign-off?

The finalisation workflow brings reporting checklists and partner review into the engagement. The team can examine outstanding findings, review notes and completion work before sign-off. Approved engagement closure is locked, retaining the final review trail.

KEEP THE PRODUCT DETAILS

A closer look at AuditFlow.

Take the product guide into your next team discussion. Review the workflow, feature catalogue and controls, then discuss the scope that fits your practice.

Read the product guide Download PDF

EXPLORE AUDITFLOW WITH US

Start with the work
your team needs to improve.

Discuss your modules, records and review process in a focused demo.

Book your product demo

Every engagement, from planning to sign-off.

Engagement overview

A connected audit file, from risk to conclusion.

Build the audit response around the engagement.

Put evidence beside the work it supports.

Carry review points through to resolution.

Explore the modules.
Understand the details.

Engagement Setup

What your team can review.

An engagement planning record

Working papers with evidence and conclusions

A finalisation and review position

Built around the people doing the work.

Engagement teams

Audit managers

Partners & reviewers

See AuditFlow run the work
from beginning to sign-off.

Commence with every hand-off visible.

Understand with every hand-off visible.

Assess with every hand-off visible.

Respond with every hand-off visible.

Approve with every hand-off visible.

Your AuditFlow questions, answered.

A closer look at AuditFlow.

Start with the work
your team needs to improve.

Ask Ledzerly

Clarity for every
practice question.

Engagement overview

A connected audit file, from risk to conclusion.

Build the audit response around the engagement.

Put evidence beside the work it supports.

Carry review points through to resolution.

Explore the modules.Understand the details.

Engagement Setup

What your team can review.

An engagement planning record

Working papers with evidence and conclusions

A finalisation and review position

Built around the people doing the work.

Engagement teams

Audit managers

Partners & reviewers

See AuditFlow run the workfrom beginning to sign-off.

Commence with every hand-off visible.

Your AuditFlow questions, answered.

A closer look at AuditFlow.

Start with the workyour team needs to improve.

Explore the modules.
Understand the details.

See AuditFlow run the work
from beginning to sign-off.

Start with the work
your team needs to improve.