AiP automates the high-level planning phase of external and financial statement audits. Upload your client data. Get a complete first draft of your planning working papers.
Free plan available · No credit card required · Results in 15 minutes
Senior managers, principals, and partners spend 30–40 hours on planning phase working papers for each engagement. Researching the entity, assessing risk, calculating materiality, mapping audit areas — all before real fieldwork begins.
Upload your trial balance and supporting documents. AiP researches the entity, reads filings, and generates a complete first draft of your planning phase working papers.
Entity-specific risk identification mapped to accounts with tailored audit procedures.
Calculated materiality thresholds with documented benchmarks and professional rationale.
Identified significant accounts and audit areas with scoping and assertion-level detail.
Comprehensive risk register linking identified risks to financial statement assertions.
Overall audit strategy memorandum documenting scope, timing, and direction.
AiP does the heavy lifting — entity research, SEC filings analysis, industry benchmarking, and framework mapping — so you can focus on professional judgement.
Trial balance and supporting documents. AiP accepts standard formats — no reformatting required.
AiP fetches SEC EDGAR filings, gathers entity intelligence, and drafts all five planning documents.
Review, refine, and export. A first draft that already knows the client — not a blank template.
Every feature designed to eliminate the tedious parts of audit planning — without replacing your professional judgement.
Automatic entity research from SEC EDGAR, public filings, and web sources. AiP knows your client before you start writing.
AI-powered risk identification mapped to specific accounts and assertions, with tailored audit procedures for each risk.
Complete planning phase working papers generated from your data. Materiality, risk register, strategy memo — all connected.
Talk through your audit planning with Cora. Ask questions, get instant analysis, navigate your engagement by voice.
Switch between ISA, GAAS, PCAOB, IFRS, and US GAAP. Your deliverables adapt to the standards you need.
Export your complete planning file in one click. Ready for your working paper binder — no reformatting.
A first draft that already knows the client's industry, has read their filings, and maps risks to accounts with specific procedures. You review and refine — the blank page is already gone.
Try It Free →AiP generates planning documents compliant with the standards your firm uses. Switch frameworks per engagement.
No credit card required. Your first engagement is on us.
AiP generates five planning phase working papers: Risk Assessment, Materiality calculations, Audit Areas identification, a Risk Register, and a Strategy Memo. These are complete first drafts — not templates — tailored to your specific client based on their actual data and public filings.
No. AiP replaces the blank page, not the auditor's judgement. It produces a first draft that you review, refine, and sign off on. Every document is designed to be a starting point that accelerates your work — the professional judgement remains yours.
AiP supports ISA, GAAS, PCAOB, IFRS, and US GAAP. You can select different frameworks for different engagements, and your deliverables will be tailored to the specific requirements of each standard.
Approximately 15 minutes from upload to complete first draft. AiP researches the entity through SEC EDGAR and public sources, analyzes your trial balance, and generates all five deliverables. What typically takes 30–40 hours of manual work is compressed into a single session.
Yes. The Free plan gives you one full engagement with all five deliverables, all frameworks, and export capability. No credit card required. It's a complete experience so you can evaluate AiP with a real engagement before upgrading.
AiP is designed for senior managers, principals, and partners at mid-market audit firms who handle the planning phase of external and financial statement audits. If you spend hours creating planning working papers from scratch for each engagement, AiP will save you significant time.
Cora is AiP's voice AI assistant. You can talk through your audit planning, ask questions about your engagement, and get instant analysis — all by voice. Cora is available on Professional and Firm plans.
Your data is encrypted in transit and at rest. Uploaded documents are processed securely and are not used to train any AI models. We take data security seriously — your client information stays yours.
Your first engagement is free. Upload your trial balance, get five complete planning documents in 15 minutes.
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