Demonstration environment. Fictional organisations and data where not signed in to your workspace.

Year-end preparedness

Audit Readiness Automation

Orchestrates PBC requests, reconciles evidence against auditor expectations and scores readiness by financial statement area, so finance teams close faster with fewer surprises.

Halden Group plcAs at 12 Oct 20265 engagements

01Engagement selection

Readiness as at 2026-10-12 · live with session activity

External audit

External Audit FY26

Group financial statements, year ending 31 December 2026

Provider: Ardent & Rowe LLP (fictional)
Period: FY26 year-end
Engagement lead: PRPriya RamanHead of Reporting
Readiness reviewer: EMEleanor MarshGroup Financial Controller
Fieldwork start: 17 Nov 2026· 36 days
Reporting deadline: 24 Feb 2027

Timetable

Planning meeting
20 Aug 2026
Interim fieldwork
8 Sept 2026
PBC deadline
12 Nov 2026· Next milestone
Final fieldwork
17 Nov 2026
Audit Committee
24 Feb 2027

Readiness sign-off

In review

Draft
Prepared
Reviewer assigned
4In review
5Approved

Next: approve · Eleanor Marsh, Group Financial Controller.

Readiness is signed off by a named reviewer; the platform only prepares the assessment.

02Evidence readiness dashboard

Select a widget to drill into the requests behind it

Readiness trend

Overall readiness vs target · last 10 weeks

Open requests burndown

Requests not yet accepted vs plan

Requests by submission status

Live - reflects actions taken in the PBC tracker

Readiness workspace · External Audit FY26

Scorecard ? PBC tracker ? missing documentation ? findings and professional review

Overall readiness

84%Target 85%

Approaching target

Assessed score: 84%
Recoverable: +8.0 pts

Weighted across six dimensions. Accepting missing documents recovers the points shown in Missing documentation.

DimensionWeightScore vs targetScore

Governance
Audit-ready · contributes 13.8 pts
15%
92%
Financial records
Approaching target · contributes 19.5 pts
25%
78%
Controls
Audit-ready · contributes 17.2 pts
20%
86%
Policies
Audit-ready · contributes 9.4 pts
10%
94%
Evidence
Approaching target · contributes 16.4 pts
20%
82%
Compliance documentation
At risk · contributes 7.4 pts
10%
74%

Vertical marker shows the 85% readiness target. Status is labelled as well as coloured.

Portfolio comparison

Assessed dimension scores across all engagements · select a row to switch

Readiness scores by engagement and dimension
Engagement	Governance	Financial records	Controls	Policies	Evidence	Compliance	Overall
EXT External Audit FY26	92	78	86	94	82	74	84%
SOX SOX Compliance Review	84	80	66	82	70	78	76%
IA Internal Audit - Treasury & IT	80	86	74	92	76	84	81%
ESG ESG Assurance - CSRD	74	68	62	72	64	82	69%
VRA Vendor Risk Assessment	94	90	86	96	92	88	91%

Demonstration

Readiness workflow

Evidence assembly to finance approval.

1AI-supported
Map auditor expectations
Prior-year requests and risk areas mapped to FSLIs.
2System
Assemble evidence
PBC items collected, hashed and indexed.
3AI-supported
Score readiness
Readiness scored by area and weighted by audit risk.
4AI-supported
Draft judgement memos
Significant judgements drafted for finance review.
5Human
Finance approval
Head of Reporting approves before release to auditor.

Run the workflow to see how automated steps hand off to accountable reviewers.

Close acceleration scenario

Modelled effect of automation on the year-end timetable

SCN-AR-FAST · Close acceleration

Accelerated close - 6 working days

Reduce the year-end close from 9 to 6 working days by automating reconciliations and pre-assembling PBC evidence.

Modelled

Assumptions

Reconciliations automated: 72%
PBC pre-assembled: 85%

Modelled outcomes

Close duration

6 days

-3 days

Auditor queries

-34%

Favourable

Audit fee pressure

Reduced

Favourable

Model confidence79% · Moderate

Owner: Priya Raman, Head of Reporting · Updated 5 Oct 2026

AI-supported output. Human review and approval required before use.

Engagement

Governance

Financial records

Controls

Policies

Evidence

Compliance

Overall

EXT External Audit FY26

84%

SOX SOX Compliance Review

76%

IA Internal Audit - Treasury & IT

81%

ESG ESG Assurance - CSRD

69%

VRA Vendor Risk Assessment

91%