Auditus Platform Guide

Complete map of all audit workflow features and capabilities

Administration

Team Roles

7 audit roles with permissions matrix and feature access control

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Analytics

Audit Metrics

Quality, efficiency, and satisfaction KPIs with year-to-date trends

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Client

Client Engagements

Client portal showing 3 engagements with action items and document upload

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Data

Document Management

Upload pipeline with 10 test documents and processing status tracking

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Data Import

4-step workflow: upload GL/trial balance → validate → import → scorecard

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Education

How It Works

3-phase audit workflow overview with platform capabilities

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Execution

Audit Workflow Demo

Complete audit workflow with 8 tabs: Overview, Planning, Analytics, Evidence, QC

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Audit Procedures

48 detailed test procedures mapped to assertions (Existence, Completeness, etc.)

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Audit Evidence

Test results workbench showing 70+ items tested, exceptions, and workpaper links

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Intelligence

Audit Scorecard

Rules Engine evaluation showing risk/readiness scores across 9 rule families

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Management

Auditor Dashboard

Manage active engagements, view metrics, track hours and IPO readiness

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Planning

Risk Assessment

Risk matrix with inherent/control/detection ratings for 6 audit areas

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Quality

EQR Checklist

Quality review checklist with 28 items across 7 categories + sign-off tracking

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Reference

Sample Report

Full audit opinion template with CAMs, basis, and responsibilities

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Standards Library

Searchable reference for CAS, IFRS, NI, and CPAB audit standards

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Reporting

Findings Dashboard

Track 5+ active findings with status, severity, and remediation progress

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ICFR Assessment

Control deficiency evaluation with COSO components and remediation plans

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Audit Reports

Completed deliverables with 12-page unqualified opinion and CAM details

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Setup

New Engagement

Create a new audit engagement with client info, scope, and materiality setup

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Tracking

Engagement Timeline

78-day milestone view from intake through sign-off with phase breakdown

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Platform Capabilities

16 Audit Modules

• Planning & Analytics
• Controls Testing
• Substantive Testing
• Fraud Assessment
• ICFR Evaluation
• CAM Identification

Rules Engine (R100-R900)

• Revenue Completeness
• A/R Valuation
• Inventory Assessment
• Purchase Authorization
• Going Concern
• Fraud Risk

Data & Intelligence

• Audit Knowledge Graph
• Analytical Procedures
• Risk Assessment
• Scorecard Scoring
• Finding Tracking
• Metrics Dashboard

⚡ Quick Start Path

1. Create a New Engagement — 4-step wizard for client setup

2. Import Financial Data — Upload GL, trial balance, and validate

3. View Scorecard — See Rules Engine evaluation and risk assessment

4. Run Audit Workflow — Execute procedures, document findings, manage evidence