Audit PBC List Management for SaaS Controllers with Maxio
The Problem
Audit season means a 200-line PBC list, endless auditor follow-ups, and the controller acting as a courier between SaaS Finance operators and the audit team.
What We Build in Maxio
AI manages the PBC list, pulls each requested schedule from NetSuite, answers auditor follow-ups from the workpapers, and logs every deliverable — audit fees drop and the controller gets their week back. Purpose-built for teams running Maxio — uses the native API or agent integration so nothing leaves the system of record.
Maxio Integration Approach
Audit your Maxio configuration
We map the specific Maxio objects, custom fields, and workflows the automation needs to touch for your saas finance practice.
Build on the Maxio API or agent
Integration happens inside Maxio — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Maxio with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Maxio instance
30-minute call. We'll look at your actual Maxio setup and show exactly how this workflow fits.