Bank & Credit Card Reconciliation for Audit Seniors with AuditBoard
The Problem
Monthly close for Financial Statement Audit clients stalls on stubborn reconciling items — duplicate card charges, uncleared deposits, miscoded transfers — and the team burns Friday nights hunting them.
What We Build in AuditBoard
AI matches bank and card feeds to CaseWare entries, auto-codes recurring transactions with learned rules, and surfaces only the true exceptions to the bookkeeper — close lands 5 days earlier. Purpose-built for teams running AuditBoard — uses the native API or agent integration so nothing leaves the system of record.
AuditBoard Integration Approach
Audit your AuditBoard configuration
We map the specific AuditBoard objects, custom fields, and workflows the automation needs to touch for your financial statement audit practice.
Build on the AuditBoard API or agent
Integration happens inside AuditBoard — 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 AuditBoard with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your AuditBoard instance
30-minute call. We'll look at your actual AuditBoard setup and show exactly how this workflow fits.