Prepare your audit file automatically
Gather documents, check completeness and produce cycle summaries for the annual audit.
Introduction
Audit file preparation means manually gathering dozens of documents and controls: reconciliations, supporting documents, AG minutes, cycle analyses. It's stressful, time-consuming and always late.
Phacet automatically collects documents, checks completeness against an audit checklist, produces cycle summaries (purchases, sales, treasury, payroll) and identifies missing items. The file is structured and ready before the auditor arrives.
When to use this Phacet
Built for CFOs, accountants or auditors who want to:
• Prepare the audit file without spending 3-5 days.
• Guarantee all documents are present and up to date.
• Produce cycle summaries automatically.
• Reduce audit fees through better preparation.
AI skills involved
Validate every line against your rules, thresholds and references
Define your rules once - negotiated prices, spending caps, expense policy, contract conditions, approval thresholds - and Phacet applies them to every single row, every time. Every discrepancy is flagged with the exact reason, ready for review.
Get notified on what matters and share results without manual work
Phacet sends alerts the moment a threshold is crossed or an anomaly is detected by email, Slack or in-app. It also generates summaries, dashboards and structured exports ready to send to your ERP, your team or your management. Results reach the right people at the right time, automatically.
Route exceptions to the right person and track every decision
Phacet doesn't decide edge cases alone. It routes ambiguous results to the right person with full context - original document, matched data, confidence score. Your team validates, corrects or rejects. Every decision is logged. The AI learns from each correction and gets more accurate over time.
Every AI result linked to its source — audit-ready by default
Every output Phacet produces is traceable back to the exact source line - the PDF page, the ERP row, the bank entry. You can always answer "why did Phacet flag this?" with a precise reference. Confidence scores, decision logs and source citations are built in, not bolted on.
Business impact
68% time savings on audit preparation
From 3-5 days to 1 day. Document collection and completeness checking are automatic.
Zero missing document
The checklist is automatically verified. Missing documents are identified and followed up.
Audit fees reduced
A well-prepared file reduces auditor time on-site and therefore audit fees.
Integrated with everything
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Steps to get Started
Configure your audit checklist
Define required documents per cycle: purchases sales, treasury, payroll, fixed assets.
Automatic collection
Phacet collects reconciliations supporting documents and files already produced by your other agents.
Completeness verification
Each document is checked against the checklist Missing items are identified and followed up.
Structured file ready
The audit file is assembled by cycle with summaries and supporting documents. Ready for the auditor.
Unlock your AI potential
Do more with your existing resources using tailored AI solutions.
Frequently Asked Questions
Yes. You define the required documents per cycle based on your auditor's expectations.
Yes. If you use other Phacet agents (bank reconciliation, lettrage), their results feed the audit file.
Yes. A narrative summary per cycle is produced with key points and any anomalies.
Yes. The file follows the classic cycle structure, exportable as PDF or structured folder.
Yes. A dashboard shows the completeness rate per cycle in real time.
