Audit prep

Collect audit evidence while the period is still open, so the request list stays short and no figure has to be rebuilt after it is asked for.

macOS — coming soon

No ready-made setup for this job yet.

Describe the job in a sentence, the way you would brief a colleague: when it should happen, what to check, and what to hand you. That sentence is the automation.

The job, and what good looks like.

The prepared-by-client list usually arrives in week one, and half of it cannot be produced without three weeks of chasing across departments. The bank reconciliations, the vendor master change log, and the deferred revenue rollforward are the usual casualties, because each was closed out in a spreadsheet that nobody kept. This workflow treats the audit as a dated process rather than a season of panic. Every line on the request list gets a named owner, a due date, and a place the evidence will live, and the same line is tracked from the day the period closes instead of the day the auditor asks for it. Anything another workflow already produced, such as the reconciliation pack or the deferred revenue rollforward, is attached to the request rather than rebuilt from scratch. Items that cannot be evidenced are escalated with the reason and the reporting impact, not quietly dropped. A person still decides what is material enough to chase and signs off on the pack before it goes out.

When it is handled

No evidence request older than a week
Every request owned before it is sent
Reconciliations delivered without a rebuild
Open gaps visible weeks before fieldwork

Works with tools like

AuditBoard
Validis
NetSuite
BlackLine
FloQast

You stay in charge.
At every step.

It does the checking. You approve what gets paid and posted.

Nothing paid or posted on its own
Payments, journals and approvals stay with you. It prepares them and flags what doesn't match.
Undo what you don't want
Every step is recorded, and a file it changed can be put back.
Only the books you open to it
Each automation reaches only the folders and systems you connect for it.

Before you download.

Where does it run?: On your Mac or Windows computer, in the background. It keeps working after you close its window, and only reaches the folders and apps you connect for each automation.
How does it connect to our CRM and other tools?: Through each app's own connection where it offers one, signed in once by you, or by using the app in a browser the way you would. Each automation gets only the connections you give it, and the tools a page names are examples you can swap for your own.
Does it run when my computer is asleep?: It keeps your computer awake while a job runs and just before a scheduled one. While the computer is closed or off, nothing runs; when it wakes, it checks the inbox, calendar and other sources it watches for anything that arrived meanwhile.
How does my team use it?: Each person who runs automations installs the app. Keep a project in a shared folder, such as Google Drive or a network drive, and teammates can open it and follow every run, while one person owns it and runs it.
Do I need anyone technical to set it up?: No. Download the app, add an automation in plain words, and connect only what that job needs. Nothing runs until you switch it on.

Already have tools for this? Here is the difference.

Instead ofGood atWhere it stops

Rules in your accounting software

Coding recurring transactions the same way every time.

They can't read an unusual invoice, ask the requester a question or explain why a match failed.

Flowchart automation tools

Moving data between apps at high volume.

Every exception becomes another branch someone has to build, test and maintain.

AI chat assistants

Explaining a document when you paste it in.

Nothing happens until you come back and ask again, and the procedure lives in a chat.

AUTOMATE.md

Your routine, written in plain words. It runs on its own, follows your rules, handles the exceptions a flowchart can't, and asks you when it matters. The file stays yours, whichever AI model runs it.

Start with one job.
Make it your own.