Case study 05 | Accounting and audit
An audit firm closes the books in days, not weeks.
A 20-person accounting firm transformed corporate audit workflows from manual spreadsheets and paper evidence collection into AI-assisted assurance operations.
The problem.
Senior auditors were spending too much engagement time collecting data, tying out spreadsheets, formatting workpapers, and testing samples instead of applying professional judgment.
The firm needed a workflow that could improve speed and margin while preserving review, evidence, and assurance discipline.
What changed.
- Data gathering moved from manual client requests to direct system connections where appropriate.
- Reconciliation used AI exception flagging instead of manual tie-out for every line.
- Transaction testing shifted from narrow sampling toward broader AI-assisted analysis.
- Workpapers were generated as audit evidence progressed.
- Month-end close moved from a 12-day average to a 3-day operating target.
Representative summary. Accounting and audit workflows require appropriate professional standards, review, documentation, and client approvals.
Automate the data drag, not the judgment.
TAG helps define where AI can collect, test, summarize, and flag work before professionals approve the result.