Workspace

Your analysis sessions

Start a new analysis, or re-open a session from this device.

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New analysis
Upload a workpaper package for a single audit area
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Start a new analysis above — your runs will appear here on this device.
← Back to workspace
1Upload
2Confirm
3Analyze
4Result
Step 1

Upload the workpaper package

Select the area, then add the completed workpapers for that area. File names don't need to follow any convention.

Drop the workpaper files here
or click to browse — you can select multiple files
XLSX · XLSM · DOCX · PDF (incl. scanned) · ZIP · RAR
Audit work program — highly recommended
If your firm has its own audit work program for this area, include it in the package above — the analysis follows it directly. Without one, a standard program is used as a starting point.
Step 2

Confirm the package

These are the files you selected. The analysis will read and classify each one before running the review. Go back if anything is missing.

Workpaper package
Only include files for the selected area. Mixing in unrelated workpapers can reduce the quality of the analysis.
Step 3

Analyzing the workpapers

You can leave this page open — we'll have the workbook ready when it's done.

Reading the package
Unpacking files and reading scanned pages
Mapping to the checklist
Matching files to analysis areas
Analyzing against the program
Checking each assertion for support and gaps
Preparing the workbook
Consolidating recommendations into the workbook
This usually takes about a minute for a typical package.
Step 4

Analysis complete

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Critical Finding
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Recommended Correction
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Documentation Enhancement
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Audit Team Decision Required
XLS
WorkpaperIQ_Output.xlsx
2 sheets · review comments, finding-type key
Findings
After the team works through the recommendations
When the workpapers have been updated, start a new analysis with the revised package to confirm the gaps have been addressed.