Process understanding that strengthens the whole audit
Capture process evidence once, then generate audit-ready process notes, maps and control assessment evidence in minutes.
From hours to minutes
Process notes, maps and controls drafted from walkthrough evidence.
File-ready process work
Process notes, maps and control assessment evidence ready for auditor review.
Stronger audit context
Better process understanding to inform risk assessment and future audit work.
Walkthroughs that add value
Reduce evidence chasing and give clients clearer process insight.
Turn available client evidence into the process work your audit file needs
Platformed automatically produces the process and control documentation that underpins your audit plan, from evidence capture through to file-ready outputs.
Capture client evidence
Use walkthrough calls, questionnaires, documents or prior-year notes.
Generate process notes and maps
Platformed drafts the process narrative and the process diagram.
Identify risks and assess controls
Platformed prepares risks, controls and the design and implementation assessment, with evidence and rationale.
Apply auditor judgement
Auditors review the evidence, challenge conclusions and approve the final outputs.
Generate working papers and reports
Produce audit file outputs and client-facing reports from the agreed work.
See the process, not just the notes
Platformed generates visual process flows automatically, giving audit teams and clients a clearer shared view of how the process works.
Build the basis for control reliance
For firms moving beyond fixed sample caps, Platformed provides the process understanding and control assessment foundation to support operating effectiveness work and more efficient substantive testing.
Support control reliance
Create the process understanding and control documentation needed to rely on controls where appropriate.
Reduce sample sizes by up to 80%
Use control reliance to support smaller samples and more targeted substantive work.
Scale control reliance across teams
Standardised workflows and review points help firms move beyond individual expert-led adoption.
Align to your methodology
Match process documentation, control assessment and review steps to your firm’s requirements.
Build audit context once, use it across the audit
Platformed connects process understanding with the rest of the audit, so each workflow strengthens the next.
Now
Audit planning foundation
Create the process and control documentation that underpins the audit plan.
Audit planning foundation
live
Next
Operational effectiveness testing
Extend process understanding into tests of controls to support greater control reliance.
Audit planning foundation
live
Operational effectiveness testing
live
Over time
Each workflow strengthens the next
Reuse audit context across Platformed as more workflows come online.
Operational effectiveness testing
live
Audit planning foundation
live
From process understanding to measurable audit value
Minutes
Process notes, maps and controls drafted from walkthrough evidence rather than written from scratch.
Review-ready
Less senior time spent correcting inconsistent process documentation before it reaches the file.
Up to 80%
Fewer samples, where process and control evidence supports control reliance and targeted testing.
6x
Platformed releases 6x the audit capacity it costs to use — 50 hours on a 500-hour audit.
“Audits are not just about compliance — they deliver real insight and confidence for our clients.”
Jude Lau · Senior Partner, HLB Mann Judd
Speak to an audit AI specialist
Explore whether Platformed is a fit for your firm’s process and control assessment workflow
Speak to the team about how process and control assessment would run on your methodology, and what adoption looks like across your audit teams.