Bring the right evidence into view.
Relevant documents surface against each request and test, instead of being searched for.
Assure Audit · AI-powered audit
Audit work, accelerated by AI.
Manage requests, analyze evidence, organize workpapers and surface exceptions, so your auditors spend more time reviewing what matters.
AI-powered execution Human-led judgment
Live preview with sample data. Switch clients, open an engagement, explore. Swipe sideways to see more.
AI in the loop. Auditors in charge.
50+Audit workflows
10K+Documents analyzed
1Client record, PBC to report
AI + HumanReviewed workflows
The problem
Auditors shouldn’t spend their time searching for evidence.
Chasing PBCs, hunting through files and matching documents by hand eats the hours meant for judgment. Assure Audit connects those steps, so your team can focus on evaluating evidence.
- Chasing requests
- Searching files
- Manual matching
Today5 manual steps · repeated follow-ups
With Assure Audit4 connected steps
Product
One workspace for the work behind every audit.
Engagements /Northwind Retail · FY2026Search evidenceDK
Revenue · Occurrence & accuracyFieldwork1 exceptionMateriality $120,000 · Year end Dec 31
PBC requests18 / 24
Bank statements · DecIn
Sales invoices · 25In
Fixed asset additionsLate
EvidenceRevenue
42matched
Invoices ↔ samples25 / 25
Confirmations14 / 16
Shipping docs3 / 4
Document analysisCustomer confirmation.pdf
CustomerHarbor Supply Co.
Confirmed$46,800
Per GL$48,200
Difference$1,400
Testing25 samples · 22 agree
| # | Invoice | Per GL | Evidence | Result |
|---|---|---|---|---|
| 06 | INV-4438 | $8,920 | $8,920 | Agrees |
| 07 | INV-4471 | $48,200 | $46,800 | Exception |
| 08 | INV-4490 | $3,175 | n/a | Open |
Workpaper C-3Revenue
Evidence linked25
Tests complete23 / 25
PreparedMaya R.
Review & audit trail
Exception flagged on sample 07Evidence Agent · 10:42
Workpaper preparedMaya R. · 11:05
Review note addedDaniel K. · 14:20
How it works
From PBC request to final review, keep the audit connected.
- 1
Request
SentAIExport and clone request lists.
AuditorApproves and sends it.
- 2
Collect
18 of 24 inAIMatches uploads to requests.
AuditorFollows up on the gaps.
- 3
Analyze
3 flagsAIExtracts and compares key data.
AuditorChecks what gets flagged.
- 4
Test
25 samplesAIRuns your defined test steps.
AuditorEvaluates each result.
- 5
Review
2 openAISurfaces items needing attention.
AuditorReviews and signs off.
- 6
Conclude
Auditor onlyAIAssembles the audit trail.
AuditorForms the conclusion.
AI activityAuditor activityStatus shown with sample data
Why Assure Audit
Find faster. Review smarter. Stay in control.
Let AI read the documents first.
Key information is extracted and compared, with potential exceptions flagged for you.
Keep every conclusion with the auditor.
AI prepares and points. Your team evaluates, decides and signs off.
Features
Everything the audit needs, in one place.
PBC management
Build, send and track every client request in one list.
Evidence matching
Link each document to the request and test it supports.
Document analysis
Extract key data from invoices, statements and confirmations.
Testing workflows
Run defined test steps consistently on every sample.
Exception detection
Flag differences early for the auditor to evaluate.
Workpapers
Keep evidence, testing and notes together in one place.
Review
Sign off, leave review notes and clear open points.
Audit trail
Record every action, source and sign-off as it happens.
Pricing
Built to scale with your audit practice.
Firm
For smaller audit practices
[Price]/ user / month
- Users
- [Seats]
- Engagements
- [Limit]
- AI capabilities
- Document analysis
- Support
- Standard
- Integrations
- Core
Team
For growing audit teams
[Price]/ user / month
- Users
- [Seats]
- Engagements
- [Limit]
- AI capabilities
- Full AI + agents
- Support
- Priority
- Integrations
- Extended
Enterprise
For multi-office firms
Custom
- Users
- Firm-wide
- Engagements
- Custom
- AI capabilities
- Custom agents & controls
- Support
- Dedicated
- Integrations
- Custom
AssureOne AI
AI agents for the work behind every audit.
PBC AgentManages requests and spots what’s still outstanding.
Evidence AgentLocates relevant evidence and connects it to the work.
Testing AgentSupports your defined testing workflows.
Review AgentSurfaces the items that need an auditor’s attention.
Audit command center Preview
Evidence foundCustomer confirmation · Harbor SupplyEvidence Agent
Evidence matchedLinked to Revenue · Sample 07Matched
ExceptionConfirmed balance differs by $1,400Flagged
Reviewer actionDaniel K. to evaluate and concludeAwaiting auditor
Sample data
Agents prepare and flag. Conclusions stay with the engagement team.
Integrations
Connect your audit ecosystem.
Your team keeps the tools it already works in. Assure Audit connects to them, so evidence arrives where the audit happens.
Gmail
Outlook
Calendly
Stripe
DropboxOneDriveGoogle Drive
QuickBooks Online
Assure Pro
Assure Books
Assure TaxAccounting
QuickBooks Online, Assure Books
Payments
Stripe
Cloud storage
Dropbox, OneDrive, Google Drive
Tax
Assure Tax
Practice management
Assure Pro
Productivity
Gmail, Outlook, Calendly
Security
Built around evidence, control and accountability.
Client data is protected, every source is traceable and every decision has an owner.
Data protection
Protected by default
Client files and evidence are encrypted and kept private.
Access controls
Right people, right access
Access is set by role, engagement and responsibility.
Traceability
Every source on record
Each finding links back to the evidence behind it.
Human oversight
Auditors make the call
AI prepares and flags. People review and conclude.
Compare
Compare the capabilities that matter to modern audit teams.
| Feature |  |  |  |  |  |
|---|---|---|---|---|---|
| PBC Request Automation | − Partial | ||||
| Secure Document Management & Portal | × | ||||
| AI Fieldwork & Testing | |||||
| Fieldwork & Testing | |||||
| Digital Audit Confirmations | × | × | × | × | |
| Reports & Dashboards | − Partial | × | − Partial | ||
| Engagement Management | × | × | × | × | |
| Conversational AI | − Partial | ||||
| Integrations | − Partial | ||||
| Financial Statement Validation | Coming Soon | × |
Disclaimer: This comparison is based on publicly available online information and is intended for general reference only. Please verify features and conduct your own due diligence before making a decision.
Customers
Built for auditors. Designed around evidence.
Mid-Sized CPA Firm
70%Less manual chasing
2×Faster evidence review
We used to spend too much time chasing PBCs and searching through files. Assure Audit brings the requests and evidence together, so our team can spend more time reviewing the work.
Audit Manager
Growing Accounting Firm
50%Less time finding documents
3×Faster exception review
The biggest change is how quickly our team can get to the work that actually requires judgment. Instead of hunting for documents, we can focus on reviewing exceptions and moving engagements forward.
Managing Partner
The AssureOne platform
Audit is better when the firm is connected.
You’re exploring Assure Audit
FAQ
Questions about Assure Audit
Want to see it with your own workflow?
Book a demo and we'll walk through how Assure Audit fits the way your firm works.
Schedule a DemoAssure Audit is AssureOne's audit product. It brings evidence requests, trial balance and ledger import, materiality, leadsheets and workpapers into one workspace, with AI that tests files and drafts workpapers for your review.
Assure Audit is $49 per user per month, and every feature is included. AI is charged at cost through credits.
Not yet. Upload links for banks, lawyers and other outside parties are coming soon. Today, clients answer requests and upload files through your client portal.
Data is encrypted in transit and at rest, access is controlled by role, and every action is recorded in the audit's activity log. The Trust Center has the details.
Schedule a demo and tell us about your firm. We'll follow up by email to set up your walkthrough.
See how AI can accelerate your audit workflow.
Walk through requests, evidence, testing and review with our team, around the way your firm audits.
Schedule a Demo
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