Automate the entire audit with AI agents.
TrueFold's agents execute the audit work end to end, following your firm's methodology. Your team reviews, concludes and signs off.
30 minutesLive demoNo commitment
TrueFold is audit software that uses AI agents to automate the entire engagement. You upload the client's documents and data, and the agents perform the whole audit, ready for your review and sign-off.
More capacity, deeper testing, and judgment right where it belongs.
Four things that change from the very first engagement.
01
Deeper testing, no extra hours.
The agent has every client document at hand. Ask for any test you want, over 100% of the transactions instead of a sample, and it runs it. Your client gets more, and your firm can bill for it.
02
Your team leads. The agents do the heavy lifting.
Spreadsheets, tie-outs, schedules and workpapers come out ready, in your firm's templates, with every figure cited to its source. Your team reviews them, adjusts where needed and signs off.
03
Standardize your methodology. Scale it.
Your firm's methodology is loaded into the platform once, and the agents apply it on every engagement. Every audit comes out consistent, no matter who runs it. That's how your firm replicates its work and grows without losing control.
04
Your judgment and your responsibility, intact.
The agents do the work. The conclusion, the professional judgment and the sign-off stay with the auditor. If the evidence is insufficient, the system says so and never presents work as complete.
“A social security audit used to take us a month. Now we upload the information, the agents run the tests and we review. It takes us days.”
Not another chatbot. It's the operating system for your audits.
Your firm's methodology, every client's evidence and the agents that execute the work, in one place. Everything that happens is documented in the workpapers.
01
Your methodology, documented and versioned
Phases, procedures, workpaper templates and expected documents are loaded once. Every engagement runs on that methodology and is documented end to end.
02
A smart Drive for all your evidence
Every client document is classified automatically and its data extracted, ready for the agents and for your team.
03
Agents that execute
They run the tests over the entire population, not a sample, and prepare the workpapers in your firm's templates.
04
Workpapers with every figure traceable
Every figure traces back to the document and the table it came from. If evidence is missing, the workpaper is flagged as partial and states what's missing.
01
We load your methodologyPhases, procedures and expected documents, exactly as your firm audits today.
02
We configure your workpapersIn your firm's templates from day one.
03
We support your first engagementWe train your team and run the first engagement alongside you.
One workspace for the whole firm.
Workpapers are edited collaboratively, every change is logged and deliverables come out in the formats your team already uses.
Real-time collaboration
Several people and the agents, on the same workpaper
Changes appear instantly, as in a shared document. The agent works in the same file as the team.
Audit trail
Every change, with author, date and time
The full history of every workpaper is logged. Any earlier version can be reviewed and restored.
Audit program tracking
Tasks with owner, status and due date
Every engagement manages its own tasks, and progress is visible to the manager and the partner without status meetings.
Excel
Word
PowerPointMicrosoft Office suite
Deliverables in Excel, Word and PowerPoint
The agents work in the Office suite. Workpapers, reports and presentations are delivered in the formats your firm already uses, ready to review, edit and download.
Three steps. The agents do the rest.
Upload the client's information as you have it.
Excel, PDF, XML, whatever the client sends. The smart Drive classifies every document, extracts its data and leaves it ready for the agents.
The agents perform the entire audit.
They follow your firm's methodology, run the tests over all the data and prepare the workpapers, with every figure tied to its source.
Your team reviews, concludes and signs off.
Everything is documented on the platform: what was done, with what evidence and who reviewed it. Your judgment and your sign-off close the engagement.
Before the first engagement, we set up your methodology on the platform with you.
For firms that want to grow without growing headcount.
Three situations that bring a firm to TrueFold.
Stretched thin
More engagements, same team
The bottleneck is the manual work: gathering evidence, building spreadsheets, tying out, preparing workpapers. The agents do that, and your team reviews.
Every partner audits differently
One way of auditing
The methodology is loaded once and applies to every engagement. New hires audit the firm's way, not their previous boss's way.
Want to deliver more value
Full-population testing
When testing everything costs the same as testing a sample, the client gets deeper work and the firm can bill for it.
Audit at the speed of judgment.
A 30-minute live demo. You watch the agents work and leave knowing whether it fits your firm.
Frequently asked questions.
How does my team's work change?
It shifts to what only an auditor can do. The agents take over the operational work: reading evidence, tying out, preparing schedules and workpapers. Your team reviews, concludes and signs off, with time left for deeper testing and more clients. Nothing is signed off without an auditor.
Whose methodology does it follow?
Your firm's. Phases, procedures, workpaper templates and expected documents are loaded as a versioned methodology, and the agents execute against it on every engagement. If your firm prefers, you can also start from a base methodology and adapt it.
Which types of audit does it cover?
Any. The platform isn't tied to one type of engagement: social security, financial statements, taxes or any other financial process that follows a methodology and works from evidence. Evidence, methodology and workpapers work the same way in all of them.
Where is our clients' data stored?
You choose. The most common option is our servers, under the highest security standards: encrypted in transit and at rest, every firm isolated from the others, role-based access and never used to train shared models. If your firm requires it, the platform connects to your own servers and the data stays on your side.
How long does implementation take?
Not long. The platform is live overnight. Loading your methodology and templates takes days, not months, and we do it with you before your first engagement.
What does my firm need to get started?
Nothing technical. Your clients' documents as you have them, in Excel, PDF or XML, and your firm's methodology. If your team knows how to audit, they know how to use TrueFold; we train them during implementation.
How do I know the agents' work is correct?
Because you can verify it. Every figure in a workpaper traces back to the document and the table it came from. If evidence is missing, the workpaper is flagged as partial and states exactly what's missing. And every conclusion goes through your team's review.
What if the agents ran your next engagement?
A 30-minute call and you'll know what TrueFold would look like at your firm.
Book a call