Planning and risk
- Acceptance and continuance support
- Independence and conflict screening support
- AML/CFT intake support
- Engagement terms
- Planning memoranda
- Materiality worksheets
- ISA risk assessment
- Fraud and laws/regulations procedures
Audit & Assurance
Patrick: Audit files that are cleaner before review.
Patrick supports audit teams from planning to completion autonomously: planning, risk assessment, PBC cycles, workpapers, evidence registers, completion packs, and QC/EQR support.
Agent profile
Patrick
Audit & Assurance
Problems Patrick solves
Specific preparation gaps before review.
- Late or incomplete PBC requests
- Weak risk-to-procedure mapping
- Poor cross-referencing
- Unsupported conclusions
- Missing audit evidence
- Avoidable review notes
- Inconsistent completion packs
Core capabilities
Reviewer-ready support across the workfile.
Patrick follows an ISA-first, evidence-led approach across the full audit cycle, from planning to completion.
Fieldwork
- Controls walkthroughs
- Substantive testing
- Sampling support
- TB/FS analytics
- Going concern
Completion and reporting
- Completion
- Reporting
- Management letters
- Quality review and EQR support
Example workflow
Audit PBC and risk pack
Upload prior-year file, TB, trial balance, client records and engagement notes.
Patrick drafts PBC list, risk matrix and evidence request tracker.
Patrick flags missing evidence and unsupported balances.
Audit manager reviews, edits and approves.
Final file remains under firm control.
Output examples
Work products prepared for professional review.
- Audit strategy memo
- Materiality worksheet
- Risk/control matrix
- PBC list
- Audit programme
- Lead schedule
- Evidence register
- Exception log
- Completion memo
- Management-letter draft
- File index
- Remediation tracker
Boundary block
Human approval stays in control.
Patrick does not sign audit reports, issue opinions, send documents, contact clients or authorities, mutate client systems or approve filings without explicit professional approval.
Agents
