Workiva is where finance, audit, risk, and sustainability teams assemble reports they have to defend. You link a number once across a spreadsheet, a narrative, and a presentation, so a change is not retyped. The finance list on the site includes annual and interim reporting, SEC reporting, multi-entity financial reporting, and internal management reporting. Risk covers controls, SOX, policies, and IT compliance. Sustainability covers carbon data and disclosure reports. The SEC page names 10-K, 10-Q, 8-K, proxies, XBRL tagging, and filing through EDGAR Next.

It does not replace QuickBooks Online, and it does not close the books. You still record transactions and lock the period in the ledger or ERP. A QuickBooks connector exists, and it is a premium Wdata chain for pulling data into reports. It is not the bank feed, the chart of accounts, or the close checklist. FloQast and Numeric, already in this directory, are built for the close. Fathom is the lighter management-report layer on QuickBooks Online or Xero.

Companies buy Workiva when a filed report, a control narrative, or a sustainability disclosure has to stay tied to the same figures, with versions, permissions, and an audit trail. The buyer is a controller, an SEC reporting lead, or a similar owner. Staff accountants and control owners live in the documents. A shop that only needs the QuickBooks Online profit and loss does not need this.

The pricing page says every plan includes data linking across documents, spreadsheets, and presentations, plus comments, review, version history, and blackline. Change the source number once. The SEC page describes the same link from source data into filings, board decks, and related narratives.

Link a figure across the reporting set

The SEC reporting page names Forms 10-K, 10-Q, 8-K, 20-F, 40-F, proxies, registration statements, and Section 16 filings, plus XBRL and iXBRL tagging with a roll-forward of prior tags. It says you can file from Workiva through the EDGAR Next dashboard. The page also says the platform supports more than 350 SEC form types.

Prepare SEC filings and submit to EDGAR

The same SEC page says control documentation and testing can be linked to the filing, with role-based access for contributors and external auditors. Risk on the homepage covers controls, audit management, SOX, policies, and IT risk. This is control evidence beside the report, not the close checklist in the ERP.

Tie SOX testing to the filing

The homepage lists carbon accounting, sustainability program management, framework mapping, and disclosure reports. That carbon work is greenhouse-gas data for a sustainability report. It is not inventory costing and it does not replace the ledger.

Collect sustainability and carbon figures

The pricing page says every plan includes 70+ connectors and names Oracle, Salesforce, Workday, and BlackLine, plus open APIs. QuickBooks is a separate marketplace connector marked premium. It requires Wdata. The support article updated July 1, 2026 documents an Export to CSV command from QuickBooks Online. The marketplace page also says the connector can import or export. Neither page makes Workiva the ledger.

Pull source data through connectors

Workiva links SEC, financial, SOX, and sustainability reports. Quote-only, unlimited seats. The ledger stays in QuickBooks or an ERP.

Workiva Review: SEC Reporting, Not the Ledger

Workiva

Custom

Validis is the data pull for an audit, not the books. The firm sends the client a link. The client connects a cloud or on-prem accounting system, or uploads reports when there is no connector. Validis returns a standardized general ledger, trial balance, accounts receivable, accounts payable, and transaction detail, with a read-only trail back to the source. You can refresh on demand or on a schedule instead of asking for a new export. Testing starts from that file. The client still closes in their own ledger.

DataSnipper is what you use after the numbers are already in Excel and you need the PDF tied to the cell. FloQast is the company's close checklist, not the auditor's intake. Avalara and TaxJar file sales tax. Validis does not run the sample test and does not file a return. The audit FAQ names QuickBooks, Xero, Sage 50, Sage 100, Sage 200, Sage Intacct, NetSuite, Microsoft Dynamics 365, GP, NAV, and Business Central, SAP Business One, Workday, and Oracle. It says QuickBooks, not Online versus Desktop. Firms can also query the same file through an API or MCP server for their own AI tools. Validis says that data is not used to train AI.

Firms keep it when every engagement starts with a different export and a cleanup week. One model across clients means the junior does less reformatting, and the reviewer can rerun the same snapshot. It is a firm subscription. The business owner does not open it to code the bank feed.

Send one link. The client connects a cloud or on-prem package, or uploads reports when that system has no connector. The audit page says this covers the engagement either way, and that a later period can refresh without a fresh export email.

Connect the client system or upload a file

One connection returns general ledger, trial balance, receivables, payables, subledgers, and transaction detail in one audit data model. Validis says the file is versioned so you can rerun the engagement on the same snapshot.

Standardize the GL, trial balance, AR, and AP

The audit page says Validis standardizes transactions across the general ledger, trial balance, and subledgers, with a trail from the ledger entry to the working paper. You still decide what to test.

Drill from the balance to the entry

The same standardized data can be read in the Validis portal or by the firm's AI tools through an API or MCP server. Access stays permissioned and read-only at extraction. Validis says it supplies the data and does not build those agents.

Query the file from the firm's own tools

Pages opened say data is encrypted in transit and at rest, connections are read-only, and client data is not used to train AI. Validis states SOC 2 Type II and ISO 27001. Regional hosting is offered; the exact regions were not listed.

Keep the connection read-only

Validis pulls a client's GL, trial balance, AR, and AP into one audit file. No public list price. Not your ledger.

Validis Review: Client Ledger Data for Audit, Not the Books

Validis

Truss at gettruss.io is tax workflow software for accounting firms, from the organizer through delivery. Staff send a zero-login link and a checklist built from prior-year data. Photos convert to PDF, get renamed, and can be split. One click builds a bookmarked workpaper in return order, with tick marks, stamps, and a 10-key tape in the browser. Delivery asks the client to review, e-sign, see estimates, receive K-1s, and pay. Stripe Checkout can take a card or ACH on that link, and you can hold the PDF until they pay. A Windows app sends a file in from the tax software with a right-click. The phone app, on iOS and Android, scans paper onto a project QR code.

It sits beside the tax software. It works with UltraTax CS, CCH Axcess, CCH ProSystem fx, Lacerte, Drake, ProSeries, ProConnect, ATX, and GoSystem Tax RS. It is not the ledger. QuickBooks is there for firm invoices, client payments, and a trial balance on each entity. The product says QuickBooks, not Online versus Desktop, and Xero is not included. StanfordTax is the organizer and binder, without the Windows assembly app or Stripe at delivery. Soraban documents field-level entry into the tax software. TaxDome is the practice suite if the organizer is only one piece of how the firm runs.

Firms stick when the organizer, the binder, the signature, and the invoice were four products. Optional AI prep routes a 1040, described as L-0 to L-2, to Filed, Byron, or Magnetic and returns it to the tax software for review. Truss says that prep stays in the United States, so a section 7216 offshore consent is not required for that work. GruntWorx and K1x are optional extraction paths. Someone at the firm still reviews before the return goes out.

AI checklists use prior-year data so the client is not asked for everything. Questionnaire answers update the checklist. Engagement letters can go out in bulk with merged fields. Clients open an expiring magic link. They do not need a portal password. Uploads of JPG, PNG, and HEIC convert to PDF, then smart rename and smart split tidy the file.

Checklist from last year's return

Instant Workpaper builds a combined, bookmarked PDF in return order. Reviewers use tick marks, stamps, notes, and a 10-key tape in the browser. The audit log records who did what. Multi-layer sign-off is three stages in the same workspace. The homepage lists this review across UltraTax CS, CCH Axcess, Lacerte, Drake, ProSeries, CCH ProSystem fx, ATX, and GoSystem Tax RS.

One bookmarked workpaper

Delivery covers review, e-sign, estimated payments, K-1 distribution, and the invoice in one client experience. Return types named on the homepage include 1040, 1120-S, 1120, 1065, 1041, 990, 706, and 709. Stripe Checkout takes card or ACH. You can pass the convenience fee through or absorb it, mark a check as paid, and block the download until payment clears.

Sign, K-1s, and Stripe payment

The desktop app is Windows only. Right-click Send to Truss, or print from the tax software and send the file, and assembly starts: outlines, K-1 splits, and client packets. Files open back in Excel or Adobe and save into Truss. The iOS and Android app scans paper to a project QR code and does not keep firm credentials on the phone. The web app still does review and delivery.

Windows send and phone scan

AI Prep routes L-0 to L-2 individual returns to Filed, Byron, or Magnetic. Truss says the return comes back review-ready in your tax software, prep stays in the US, and a section 7216 offshore consent is not required. You see a price before you send the return. That price is not published on the site. GruntWorx OCR and K1x extraction are separate paths on the same page.

Domestic 1040 prep when the week spikes

Truss (gettruss.io) runs tax organizers, binders, e-sign, and Stripe payment for firms. Windows and phone apps. No public subscription price.

Truss Review: Tax Organizers, Binders, and Delivery

Truss

Platform quote

AI prep, priced per return in the product

ONESOURCE is the corporate tax system, not the general ledger. For indirect tax, Determination calculates sales, use, GST, VAT, and excise on the transaction in the ERP, billing, or commerce system, using Thomson Reuters rates and taxability. Named connectors on the Determination features page include SAP (ERP, S/4HANA, and Ariba), Oracle ERP Cloud, and Microsoft Dynamics 365 Finance and Operations, plus a claim of pre-built links to 60-plus financial systems. For direct tax, Tax Provision calculates the ASC 740 or IAS 12 provision and can send configured journal entries to the ERP. Income Tax prepares federal, state, local, and international returns and e-files them. The close page lists more than 2,500 forms, including Forms 1120 and 1065, and a working trial balance back to the ledger. Statutory reporting covers local GAAP filings in more than 45 countries. You still close the period in the ERP.

Avalara is the sales-tax engine with a documented QuickBooks Online and Desktop path. TaxJar files US sales tax from store and marketplace reports. Anrok writes SaaS tax back to QuickBooks Online or Xero. Vertex is the other ERP indirect-tax engine. ONESOURCE sits with that enterprise group, and it also prepares the corporate income tax return, which those sales-tax tools do not. It is not Thomson Reuters Accounting CS. Accounting CS is write-up software for a CPA firm's client books. ONESOURCE is the company's tax department stack. Both use thomsonreuters.com.

Tax departments keep it when provision, the corporate return, and indirect tax should share one content set and one trail from a ledger amount to the form. Multi-entity groups use it so federal numbers flow to state returns without rekeying. The sales process is a demo and a quote.

ONESOURCE Determination calculates sales, use, GST, VAT, and excise as the transaction is entered. The features page names SAP ERP, SAP S/4HANA, SAP Ariba, Oracle ERP Cloud, and Microsoft Dynamics 365 Finance and Operations, and says there are pre-built integrations for 60-plus financial systems. Content is described as covering more than 205 countries and territories. QuickBooks was not named.

Calculate indirect tax in the ERP

Tax Provision calculates current and deferred tax, the effective tax rate, payables, and journal entries across entities. The close page says you can drill from a consolidated amount to entity detail and configure journal entries for the ERP, including from Excel workpapers. You still post and lock the period in the ERP.

Run the ASC 740 or IAS 12 provision

Income Tax prepares federal, state, local, and international returns in one system. Federal data flows to the state returns. The close page lists more than 2,500 federal, state, and local forms, including 1120, 1120-S, and 1065, plus e-file with status tracking. The working trial balance traces a return number back to the general ledger inside ONESOURCE.

Prepare and e-file the income tax return

Statutory Reporting converts group numbers into local statutory reports. The close page says templates cover more than 45 jurisdictions, in local languages, with roll-forward and a workpaper trail. This is financial-statement filing for those countries, not the US sales-tax return.

File statutory reports in local GAAP

The ONESOURCE overview lists information reporting for 1099s, taxpayer identification numbers, B notices, and 1042s, plus ACA form work from creation through error corrections. It does not say this is included in every module. Treat it as a separate information-reporting product in the suite.

Report 1099s, TINs, and B notices

Determination's Certificate Manager stores exemption certificates, sends reminders, and lets customers upload certificates in a portal. Address validation on that page is described as USPS CASS certified. Exemption tracking does not replace the indirect-tax calculation license.

Collect exemption certificates

ONESOURCE calculates indirect tax in the ERP and prepares corporate provision and income tax returns. Quote-only. Not Accounting CS.

ONESOURCE Review: Enterprise Tax Compliance, Not Accounting CS

Thomson Reuters ONESOURCE

Soraban is tax-season workflow for an accounting firm. Collect sends one link, reminds the client about missing W-2s, 1099s, and K-1s, and files what arrives. Prepare builds the binder and a leadsheet with each number tied to the source page, and it can draft a return from the prior year plus those documents. Connect posts extracted fields into UltraTax, Lacerte, Drake, or CCH Axcess. ProConnect is marked coming soon. Deliver sends the package, collects an IRS 8879 e-signature, and tracks signature and payment. The client does not install an app. Staff still review and sign off.

It does not replace the tax software. QuickBooks and Xero are not part of the documented stack. StanfordTax also builds the organizer and the binder, then delivers the return. Truss adds a Windows desktop app, a phone scanner, and optional domestic AI prep that lands back in the tax software. TaxDome is the wider practice system if the firm wants one place for tasks, the portal, and billing. Soraban's integrations page also names Karbon, SharePoint, RightWorks, and Zapier.

Firms stick when the same PDF was downloaded, renamed, keyed, and chased in separate tools. The about page describes one path: collect, organize, push into the tax software, package the 8879, and follow up. Preparers open a populated return and a cited workpaper instead of a blank input screen. You still own the judgment calls and the e-file in the tax software.

Collect sends a guided request. The client uploads from a phone or a desktop browser without installing an app or resetting last year's password. Reminders go out for what is still missing. Incoming W-2s, 1099s, and K-1s are sorted and named. The about page says a client can be onboarded from one link.

One link for source documents

Prepare builds the binder in the firm's folder structure when the upload finishes. Each leadsheet value is linked to the source page. A draft return can be built from the prior-year return and the new documents, with notes tied back to the source. A workspace assistant answers questions from that client's documents. Preparers correct and sign off. They do not start from a pile of unnamed PDFs.

Binder and a cited leadsheet

Connect maps extracted values to form lines and posts them into UltraTax, Lacerte, Drake, or CCH Axcess. The connect page says this is not a CSV the staff retypes. ProConnect is labeled soon, not live. Ambiguous fields are flagged for review. Staff still approve what landed.

Fields pushed into the tax software

Deliver assembles the return package and collects an IRS 8879 signature in the same client flow. The homepage says signature collection meets NIST IAL2 identity checks. Status covers sent, opened, signed, and paid. Follow-up runs when the client stalls. A payment step is described. The processor is not named.

8879, status, and follow-up

The integrations page lists Karbon for practice management, SharePoint for documents, RightWorks for hosting, and Zapier or an API for anything else. You do not have to move the firm's task system to use intake and data entry. Custom partner requests get a reply-time claim of two business days.

Leave Karbon and SharePoint in place

Soraban collects tax docs, builds a binder, and posts fields into UltraTax, Lacerte, Drake, or CCH Axcess. The price is not published.

Soraban Review: Tax Intake, Workpapers, and Data Entry

Soraban

Firm quote

MindBridge scores the general ledger you give it. You import the GL, usually an Excel or CSV export from the accounting system, confirm the account mapping, and it runs machine-learning, statistical, and rule-based tests on the full set of entries rather than a sample you picked first. Each transaction gets a risk score and the tests that fired. Auditors use that queue for journal-entry testing, including an interim file before year-end, and can add selections to an audit plan and export them. Finance and internal audit can import periods on a schedule and watch a risk queue through the year. Libraries exist for for-profit and not-for-profit ledgers. MindBridge does not post the entry and does not lock the period. The books stay in the system you exported from.

DataSnipper traces a sample back to a PDF in Excel. MindBridge does not read the invoice. It tells you which lines are worth opening. FloQast and Numeric run the close checklist, the reconciliations, and the sign-off. MindBridge does not assign those tasks. NetSuite can still be the ledger. The pages reviewed here did not name QuickBooks Online, Xero, or NetSuite as connectors. The documented path for a standard GL analysis is a file import. API and data-platform pipes (Databricks, Snowflake, Azure Data Factory, Microsoft Fabric) are how larger teams send data in without a manual upload.

Teams keep it when a random journal-entry sample is the weak step. A reviewer starts with the high-score lines, sees which control points fired, and can explain why those lines were tested. Firms that want coverage of the whole population, and a reason on each flag, are the ones who stay. The close calendar is still a different product.

Import an Excel or CSV general ledger, plus opening and closing balances when you need trends or a balance sheet. MindBridge maps accounts to its codes and you verify the map. The GL analysis scores every entry with machine-learning, statistical, and rule-based control points. It is aimed at balanced transactions with two or more lines.

Score the whole general ledger

Stratify selections toward high or medium risk, drill into a control point such as flow analysis, add the lines to an audit plan, and export a sheet that lists the transaction and the control points that fired. The general-ledger product page says the platform uses 32 algorithms and can slice by cost center, region, legal entity, or a field you configure.

Test journal entries from the high scores

A GL analysis can be a full period, an interim file you later convert when the year is complete, or sequential periods imported on an ongoing basis. A risk monitoring dashboard, if an admin enables it, compares summary analytics between two date ranges. You still close the period in the ledger.

Run interim, full-year, or periodic files

Documented GL libraries are for-profit, not-for-profit, and not-for-profit with fund. A separate review-engagement analysis uses the same families of tests to support a review opinion. Transaction Risk Analytics is a configured add-on for card, payroll, revenue, or vendor datasets, built with a MindBridge customer value architect.

Use a library that matches the entity

The integrations page names Databricks, Snowflake, Microsoft Fabric, and Azure Data Factory. The Azure path posts JSON to MindBridge's API and requires API access. The developer materials describe a large endpoint set, webhooks, and a Python SDK. A manual Excel upload remains the documented path for a standard GL analysis.

Feed it from a data platform

MindBridge risk-scores the full general ledger for audit and finance teams. Quote-only. It does not replace the ledger or the close.

MindBridge Review: Full-Population Ledger Risk Scoring

MindBridge

Laurel is AI timekeeping for accounting, legal, and consulting firms. A lightweight assistant on the computer records work in the tools people already have open, including Outlook, Microsoft 365, Teams, Zoom, Word, Excel, Chrome, and Edge. It sorts that activity by client, project, and activity, and drafts the timesheet narrative. The person reviews it before it is billed. Released time can go into IRIS Practice Engine, CCH Axcess Practice in the cloud, and Thomson Reuters Practice CS. A connector for on-prem CCH Practice Management is marked coming soon, and the CCH Axcess Practice import is one-way.

It does not keep the books, and it does not run a client portal. QuickBooks is on the list of apps it can see. It does not say QuickBooks Online versus Desktop, and it does not say time posts back to QuickBooks. Client Hub can track time against a job by hand. Double is where a bookkeeping firm closes QuickBooks Online or Xero. FloQast is the close checklist for an in-house team on an ERP. Laurel's Signal view is the profitability layer: hours and cost against the engagement, including fixed-fee work.

Firms stick when timesheets were a Friday memory exercise and write-downs showed up after the bill went out. Signal is how they look at partner time and fixed fees while the engagement is still open. Documented rollouts run from 50 timekeepers to more than 3,000, with time landing in the billing system the firm already uses.

The assistant records chargeable and non-chargeable computer work and maps it to a client, project, and activity. It drafts the narrative. Staff still review the entry. The accounting page also says it accounts for offline gaps such as meetings and phone calls.

Capture work, then draft the timesheet

The security page names Outlook email, Zoom calls with attendees, calendar events, Word, Excel, PDFs, and 100 or more whitelisted URLs, with document names and activity. The accounting page adds Teams, Chrome, Edge, Adobe, Box, and Azure Virtual Desktops. Capture is the point. It is not a client document portal.

What the assistant actually sees

Help docs describe stored procedures or an API connector into IRIS Practice Engine, CCH Axcess Practice (cloud), and Thomson Reuters Practice CS (noted against a 2021.3.0 schema). On-prem CCH Practice Management is marked coming soon. The same article says data into CCH Axcess Practice has one-way limits. Implementations they cite run from 50 timekeepers to more than 3,000.

Send time into the billing system

Signal compares recorded time with time worked, shows billable and non-billable effort together, and is how the accounting page talks about fixed-fee profitability, scope, and capacity. It does not replace the invoice. The bill still lives in the practice billing system.

Signal for what the engagement cost

The security page lists SSO, encryption in transit and at rest, GDPR and CCPA, in-region storage, and bring-your-own key. The homepage adds single-tenant AI, no public LLMs, ISO 42001, SOC 2 Type 2, and HIPAA. The assistant is described as lightweight, with no servers in your data center. The page prints the size as XMB, which is not a real number.

Firm controls on the capture

Laurel drafts timesheets from work on the computer and can send time to CCH Axcess Practice, Practice CS, or IRIS. No public price.

Laurel Review: AI Timekeeping for Accounting Firms

Laurel

Dokka sits on the ERP you already run. On the AP side, it reads an invoice header and the lines, suggests coding, routes approval, matches the bill to a purchase order and a receipt, and prepares the record to post. On the close side, separate agents build reconciliation workpapers, draft journal entries and accruals, and review balance changes. A person still approves what hits the ERP. Dokka names NetSuite, SAP Business One, Acumatica, QuickBooks, Xero, Priority, and Sage, and it offers an API when your ERP is not on that list.

Stampli, Vic.ai, and Tipalti are AP products: capture, code, approve, and, for Tipalti, pay suppliers worldwide. Bill.com adds US payments and customer invoices. FloQast is a close checklist your team ticks. Dokka's difference is that the agents prepare the match, the coding, and parts of the close against ERP data, instead of only storing the PDF or tracking a task. The ERP stays the ledger. The product pages describe posting into it. They do not describe a US ACH payment network.

Controllers keep it when invoice volume is high and the ERP is not up for replacement. The team reviews exceptions, suggested approvers, and draft journals instead of rekeying. The books they already trust stay put.

The invoice agent extracts header and line items, checks for missing or inconsistent fields, and learns coding from later corrections. You review, then the bill is prepared for posting. The ERP remains the system of record.

Read the invoice and prepare it for the ERP

You can set approval rules, or let Dokka suggest an approver from past bills for that supplier. Reminders and escalation are part of the approval agent. Approvers work from the AP workspace, which also stores the document and the audit trail.

Route approval, including a suggested approver

Two-way and three-way matching compare the invoice to the purchase order and the receipt. Price and quantity breaks are surfaced for review instead of posting straight through.

Match the PO before the bill posts

Dokka Close is a separate module: reconciliation workpapers, draft journals and accruals, flux review down to transactions, and a consolidation view across entities. Excel workpapers can be uploaded and tied back to ERP transactions. You can buy AP, Close, or both.

Run close work against the same ERP data

Named on the site: NetSuite, SAP Business One, Acumatica, QuickBooks, Xero, Priority, and Sage. An API covers ERPs that are not listed. QuickBooks is not labeled Online versus Desktop on the pages read. ISO 27001 and a SOC 2 examination are claimed on the about page.

Connect the ERP you already post to

Dokka captures invoices, matches POs, and drafts close entries in NetSuite, SAP, QuickBooks, Xero, and other ERPs. Price is not published.

Dokka Review: AP and Close Agents on Your ERP

Dokka

Dokka AP and Close

Circit is how an audit team requests and receives third-party evidence. In Confirm you send bank, debtor, custodian, legal, and other confirmation requests from templates or your own, upload a batch from a spreadsheet, roll last year's requests forward, and chase them with reminders. The client signs in a workspace Circit hosts. The provider responds into Circit, and you accept or reject the reply. Verify is the other path: after the client authorizes it, Circit pulls balances and transactions from the bank through Open Banking, a corporate bank API, or SWIFT, then exports a workbook for cut-off, cash, and subsequent-events work. Engage is the shared request list for PBC items, uploads, queries, and e-sign, including across entities. You export the pack into the audit file. Circit does not post the journal entry.

DataSnipper checks a PDF that is already in the workbook. Circit is how you get the bank's answer, or the transaction file, before that step. FloQast and Numeric run the company's close checklist on the ERP. They do not send a confirmation to the client's bank. NetSuite, QuickBooks Online, or Xero can still be the ledger. Circit did not name those products as connectors on the pages reviewed. The documented accounting link is a general-ledger feed into Engage, without a product name.

Teams keep it when confirmation season is letters, bank portals, and chase email. The request, the client authority, the provider reply, and the status sit in one place. Verify is there when a statement the client forwarded is not good enough and the firm wants the balance from the source.

Use one of more than 100 templates or your own. Upload a batch from a spreadsheet, roll prior-year requests forward, and watch sub-statuses with automated reminders. Accept or reject the response in the same workspace. Bank, accounts receivable, accounts payable, custodian, legal, and loan requests are the documented types.

Send and track confirmation requests

Clients sign letters of authority in a Circit workspace, with branded sender email and a record of the signature. Engage adds eIDAS electronic signing, threaded messages, and private notes. You are not chasing a scanned signature in email.

Get the client's authority in the platform

Verify uses Open Banking, corporate bank APIs, or SWIFT statements after the client authorizes the connection. You get normalized balances and transactions for cut-off, cash-book, and subsequent-events testing, and you can export a workbook with tags and review notes. The client chooses the authorization window.

Pull balances and transactions from the bank

Clients see one inbox of requests, signatures, and authorizations. Teams upload folders (the page says up to 5GB in one action), review PDF, Excel, and Word in the browser, and mark documents accepted or rejected. Queries sit on the file. Templates roll forward.

Run the PBC list in Engage

Confirm exports every request, response, message, and document as one file. Verify exports structured data into an audit platform, an analytics tool, or working papers. Circit does not say which audit platform. The engagement file you already use still holds the opinion.

Export the evidence pack

Engage lets the team switch between entities with separate data. Verify connects accounts across currencies, group structures, and jurisdictions, and can aggregate cash for a group audit. Asset-management confirmations support multi-entity, multi-signer workflows.

Cover more than one entity

Circit sends audit confirmations and can pull bank balances from the source. Quote-only. It does not keep the ledger.

Circit Review: Audit Confirmations and Bank Evidence

Circit

CaseWare is the audit engagement file. You open the job in Caseware Cloud, import the trial balance, map the accounts, and work from acceptance through planning, testing, and sign-off in that file. OnPoint Audit keeps risks and procedures linked as the scope changes. DAS Audit builds procedures from the risks you assess, using AICPA methodology. DAS PCR covers preparation, compilation, and review. DAS EBP covers employee benefit plan audits. Caseware Verity sits in the file and can draft work, such as disclosure-checklist responses, for a person to review. Sherlock rolls overdue notes, deliverables, and file status up to the practice. The client's ledger stays where it is. You import balances. You do not close their period here.

DataSnipper stays in Excel and ties a number to a PDF you already have. FloQast and Numeric run a company's month-end checklist on the ERP. CaseWare is the firm's audit workflow, not the controller's close calendar, and not a replacement for QuickBooks Online, Xero, or NetSuite. A firm can still use DataSnipper inside a workbook and keep the engagement, the review notes, and the sign-off in CaseWare.

Firms keep it when the methodology and the review have to live in one cloud file instead of a desktop binder plus email. Staff import, test, and clear notes in the same place. Managers see which files are late in Sherlock without opening each one. A reviewer still has to accept a Verity draft before it stays in the file.

In OnPoint Audit you migrate a desktop file or start in Caseware Cloud, import the trial balance, and map accounts. Guided prompts tailor the checklist and work program. Testing, analytics, and review stay in that live file through sign-off.

Open the engagement from the trial balance

OnPoint Audit keeps risks and procedures connected, and linked procedures update when the risk changes. DAS Audit, the AICPA-methodology app formerly called OnPoint DAS, generates procedures from the risks you assess so the response is not a separate checklist.

Tie risks to the procedures that answer them

The same cloud platform includes DAS PCR for preparation, compilation, and review, and DAS EBP for employee benefit plan audits. Both use AICPA methodology. You are not buying a second engagement system for those service lines.

Cover compilation, review, and benefit-plan audits

Caseware Verity is the AI layer in the engagement, with agent suites for prepare, plan, evaluate, and report. The disclosure checklist agent reads the financial statements and drafts checklist responses with evidence attached. A person still reviews the output.

Review Verity drafts inside the file

Sherlock loads engagement data into a firm database and shows overdue issues, review notes, and deliverables across clients. You can drill into risk assessments without opening every file. Reporting connects to Power BI or Tableau. This is the practice view, not the client's books.

Watch the practice from Sherlock

Caseware Verity for Excel puts procedures, trial balance data, and supporting documents in the workbook so prepare and review can stay in the sheet. It is a companion to the cloud file, not a separate ledger.

Work the sheet in Verity for Excel

CaseWare is the firm's cloud audit file, from trial balance to sign-off. Quote-only. It is not the client's ledger.

CaseWare Review: Cloud Audit File for CPA Firms

CaseWare

Abacor is a meeting assistant for accounting and advisory firms. It can build an agenda before the call, join Zoom, Google Meet, or Teams, and record in person. Afterward you review a summary and a follow-up draft, then push updates to a connected tool such as Double, Karbon, Financial Cents, FYI, or Xero Practice Manager. You can also ask what was promised across past meetings.

Double (formerly Keeper) is where the firm closes QuickBooks Online or Xero. Canopy and TaxDome run jobs, documents, and billing. Abacor does not replace them and it does not keep a ledger. It holds the client conversation and can hand notes to the system you already run. ChatGPT and Claude can query that record through the MCP connector on the integrations page.

Firms stick when the follow-up is a draft in their own voice instead of a blank email, and when another person on the team can read the last conversation without having been on the call. You still review what goes to the client. Each person connects their own calendar. An admin can connect the practice tool once for the team.

Before the meeting, Abacor can generate an agenda. During the call it transcribes, and you can pause it or jot a note. Afterward you review a summary and a follow-up email before you send it. The homepage also says you choose when the assistant is invited.

Prep, capture, and draft the follow-up

Ask Abacor across the firm's meetings and client history: what was discussed, what was promised, and what to do next. The llms.txt page says answers are grounded in the firm's own conversations, and that an MCP server lets ChatGPT or Claude query meetings, contacts, and action items.

Ask what the client already said

The integrations page lists Double, Karbon, Financial Cents, FYI, Xero Practice Manager, Asana, ClickUp, and the CRMs HubSpot, Pipedrive, and Salesforce. Anchor, Filed, and Ignition are listed under workflow tools. Help docs say an admin connects the practice tool for the team, and each user connects their own calendar.

Push notes into the practice tool

Zoom, Google Meet, Microsoft Teams, Webex, and phone tools (Dialpad, RingCentral, Quo) are on the integrations page. The llms.txt page says in-person recording is supported. No iOS or Android app link is published on the site pages reviewed.

Cover video calls and in-person meetings

A help article describes a service catalog Revenue Assistant uses to suggest services. You can type services in, or import them from Anchor or Ignition. Imported prices stay edited in Anchor or Ignition, not in Abacor. There is still no public subscription price for Abacor itself.

Keep a service list for revenue prompts

Meeting prep, notes, and follow-ups for accounting firms. Connects to practice tools. No public price; you contact the team.

Abacor Review: Meeting Notes for Accounting Firms

Abacor

Subscription

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Exemption Certificate Management

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Accounts Payable Automation

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Real-time Budget Monitoring

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Seamless Integrations

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Rillet is an AI-native ERP platform designed to automate accounting for complex revenue models. Built by a team of over 50 CPAs from the Big Four, Rillet addresses the challenges of traditional accounting software by providing a seamless, integrated solution for modern finance teams. It allows for real-time reporting, advanced revenue recognition, and multi-entity management, making it suitable for fast-growing companies.

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