Streamline your annual audit engagement roll-forwards with AI-powered Smart Allocation. Maximize productivity while ensuring 100% regulatory compliance through intelligent validations and approval workflows.
Audit firms operate in a tightly regulated environment, with the IAASB setting high standards to uphold quality and public trust. Under ISQM1/SoQM, firms must meet strict requirements while staffing audit engagements, covering skills, certifications, and location. Each year, thousands of engagements must be staffed as part of the roll-forward process, a complex and time-consuming, lengthy and manual task which carries risks of human error and non-compliance.
A solution that delivers clear, quantifiable results for audit efficiency.
Annual planning effort reduced from 6 months to 6 weeks
Automated Planning; only 10% manual exceptions.
Achieve 100% regulatory compliance by design.
Average increase in productivity for resource managers.
ProFinda’s Audit Planner provides unprecedented efficiency and accuracy to the annual engagement roll forward exercise, streamlining workflows and boosting the productivity of your resourcing and engagement teams.
Leverage advanced AI algorithms to find the best person for every role within all audit engagements based on skills, competencies, and accreditations. Our solution prioritizes engagements and emphasizes statutory requisites, allowing ProFinda AI to do all the heavy lifting and free your teams from time-consuming manual matching.
ProFinda’s audit planner adapts to your complex business needs. The platform offers configurable, exception-based validations and intelligent approval workflows to enforce ISQM/SoQM compliance by design. It also provides a comprehensive, fully reportable audit trail of every staffing decision, including approval of exceptions, to enhance regulatory compliance.
ProFinda is built to withstand the high-performance needs of large enterprises. The solution is highly configurable, scalable, and secure. It is also well-integrated with leading ERP, CRM, HCM, project management tools, timesheets, and more, ensuring a seamless flow of data across your entire tech stack.
By transforming how firms plan for today and forecast for tomorrow, ProFinda enables leaders to unlock the full potential of their people, ensuring client demands are met, compliance obligations are upheld, and teams remain engaged and productive.
Our AI intelligently matches your people to demand at scale to provide the best plan for the upcoming year. This approach replaces the traditional FIFO (First In, First Out) method with intelligent mass allocation, considering engagement priority and continuity.
ProFinda’s configurable validation engine enforces compliance by design. It uses a bespoke matching process to ensure compliance with various controls, including accreditations, named resources, performance ratings, and time on partner projects, automatically flagging any non-compliance.
The platform provides a fully reportable audit trail with timestamps of every staffing decision, including exceptions and justifications. This comprehensive record allows your firm to easily demonstrate compliance and a secure chain of approval.
Discover how ProFinda’s secure cloud, best-in-class platform transforms a manual, high-risk process into an efficient, AI-driven engine for your firm. Gain the confidence of ISQM/SoQM compliance and a significant boost in productivity.
