# Top Free Financial Audit Software ## How Many Financial Audit Software Products Does G2 Track? **Total Products under this Category:** 60 ### Category Stats (Aug 2026) - **Average Rating:** 4.52/5 The average rating of products in this category, based on all submitted ratings - **Top Trending Product:** PRGX (+0.49%) - Among all products in this category, PRGX recorded the largest rating increase compared to last month _Last updated: August 02, 2026_ ## How Does G2 Rank Financial Audit Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 1,200+ Authentic Reviews - 60+ Products - Unbiased Rankings G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category. ## G2 Grid® for Financial Audit Software ![G2 Grid® for Financial Audit Software plotting products by satisfaction and market presence](https://www.g2.com/categories/financial-audit/grids.png?focus%5B%5D=67575&focus%5B%5D=162341&focus%5B%5D=81338&focus%5B%5D=5601&focus%5B%5D=118930&focus%5B%5D=159388&focus%5B%5D=13871&focus%5B%5D=121075) Highlighted products: Suralink, DataSnipper, MindBridge, Hubdoc, eftsure, Caseware, AppZen, and AuditDashboard. Underlying data: [Grid® JSON](https://www.g2.com/categories/financial-audit/grids.json?focus%5B%5D=suralink&focus%5B%5D=datasnipper&focus%5B%5D=mindbridge&focus%5B%5D=hubdoc&focus%5B%5D=eftsure&focus%5B%5D=caseware&focus%5B%5D=appzen-appzen&focus%5B%5D=auditdashboard-inc-auditdashboard) **Sponsored** ### Auditi Auditi - A Powerful Solution to Accelerate Your Audit Workflows Since 2012, Auditi has been empowering audit, accounting, and legal firms with a streamlined and efficient platform for file exchange, ensuring seamless communication and productive workflows. Trusted by over 500 firms and used by more than 40,000 clients daily, Auditi is ISO 27001 certified, meeting the highest standards of data security. One of Auditi’s most valued features, is the ability to easily keep track of all documents in one centralized location. No more scattered emails or misplaced files – Auditi ensures that everything stays organized for a smoother audit process. What is the product? PBC (Provided by Client) Requests: Centralize data transfers and keep all your audit files in one place for easy access and organization. - Delegate and Monitor Tasks: Assign tasks, track progress, and receive real-time notifications, ensuring every step of the audit process stays on track. - Save Time with Templates: Use firm-wide templates and easily roll them forward to streamline future audits, benefiting from a curated selection of templates tailored to your firm’s needs. - Improve Client Experience: Provide your clients with a professional, state-of-the-art audit process that enhances relationships and builds trust through transparency and efficiency. NEW! Quickshare Auditi now offers Quickshare, a feature that allows firms to send and receive large files quickly and securely through MS Outlook or the Auditi platform. For added security, files are automatically deleted after transfer, ensuring top-level protection. With Auditi, you can stop chasing files and focus on what matters – delivering efficient, high-quality audits. Discover how Auditi can transform your audit process. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=1909&secure%5Bchosen_at%5D=2026-08-02T15%3A29%3A28Z&secure%5Bdisplayable_resource_id%5D=1909&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=1909&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=123062&secure%5Bresource_id%5D=1909&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Ffinancial-audit%2Ffree%3Fopen_modal_url%3D%252Fproducts%252Ftickmark%252Fwishlists%253Fhost_path%253D%25252Fcategories%25252Ffinancial-audit%25252Ffree%2526source%253Dcategory&secure%5Btoken%5D=8f7d80a485a999c8df78690584fdbea44d4fe55c8b24079b18d0e2614755e5af&secure%5Burl%5D=https%3A%2F%2Fwww.auditi.com%2F&secure%5Burl_type%5D=company_website) ### [Suralink](https://www.g2.com/products/suralink/reviews) Suralink is the agentic automation platform for accounting firms & their clients. We help our customers deliver their most efficient engagements ever. We do that by unifying the entire Request-to-Review process and empowering teams with configurable AI agents to pre-screen data, automate analysis, and deliver critical insights. Suralink Workpaper Suite integrates with any Excel-based binder solution and connects directly to Request List Management. It automates data matching for sample testing or population analysis, streamlines reviews with linked client documents, and enables direct client follow-up—all without ever leaving your Excel workpapers. Clients’ responses and support documents sync automatically into your workbook, ensuring real-time updates and smoother collaboration. By combining Request List Management’s powerful, secure document request management with Workpaper Suite’s seamless integration with Excel, Suralink empowers firms to simplify workflows, reduce manual tasks, and foster better collaboration with clients. These tools help firms keep engagements on track, minimize inefficiencies, and enhance client interactions—ensuring a more efficient and cost-effective engagement process from initial PBC requests to workpaper review. **Average Rating:** 4.5/5.0 **Total Reviews:** 176 #### How Do G2 Users Rate Suralink? - **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 8.9/10) - **Optimization:** 8.9/10 (Category avg: 8.4/10) - **Automation:** 7.8/10 (Category avg: 8.9/10) - **Compliance:** 8.3/10 (Category avg: 8.7/10) #### Who Is the Company Behind Suralink? - **Seller:** [Suralink](https://www.g2.com/sellers/suralink) - **Company Website:** www.suralink.com - **Year Founded:** 2014 - **HQ Location:** Salt Lake City,Utah - **Twitter:** @Suralink 724 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c668bc94e7b5386d191e337ef51b45c65c44a25f04ef86f0df02637ff9cb55cb&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsuralink%2F&secure%5Burl_type%5D=linkedin_company_website) 111 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Senior Manager, Partner - **Top Industries:** Accounting, Consulting - **Company Size:** 44% Medium, 41% Small #### What Do G2 Reviewers Say About Suralink? _AI-generated summary from verified user reviews_ ##### Pros - Users love the **intuitive ease of use** of Suralink, making client onboarding quick and hassle-free. - Users value the **secure document sharing** of Suralink, ensuring safe uploads and easy interactions for confidential information. - Users appreciate the **intuitive interface** of Suralink, which simplifies document management and enhances collaboration. - Users value the **easy initial setup** of Suralink, ensuring a smooth transition and intuitive experience for all clients. - Users highlight Suralink's **efficiency and time savings** , as it automates requests and enhances collaboration seamlessly. ##### Cons - Users are frustrated by **poor notifications** from Suralink, which delay alerts for new client uploads and cause confusion. - Users express frustration with **missing features** in Suralink, including limitations in email functionality and a subpar notification system. - Users experience **file management limitations** with Suralink, making it difficult to attach additional files in existing email threads. - Users experience **access issues** with Suralink, including difficulties locating files and challenges with Multi-Factor Authentication. - Users face **difficult learning** curves with Suralink, struggling with uploading and accessing documents effectively. #### What Are Recent G2 Reviews of Suralink? **["Suralink Keeps Clients and Firms Organized, Clear, and Accountable"](https://www.g2.com/survey_responses/suralink-review-13074630)** **Rating:** 5.0/5.0 stars _— Claire S._ [Read full review](https://www.g2.com/survey_responses/suralink-review-13074630) **["Streamlines Audit Collaboration & Strong Audit Trail"](https://www.g2.com/survey_responses/suralink-review-12989030)** **Rating:** 5.0/5.0 stars _— Sanjay S._ [Read full review](https://www.g2.com/survey_responses/suralink-review-12989030) #### What Are G2 Users Discussing About Suralink? - [What is a PBC accounting?](https://www.g2.com/discussions/what-is-a-pbc-accounting) - [Is Suralink safe?](https://www.g2.com/discussions/is-suralink-safe) - [How do you use Suralink?](https://www.g2.com/discussions/how-do-you-use-suralink) - [What does Suralink do?](https://www.g2.com/discussions/what-does-suralink-do) ### [DataSnipper](https://www.g2.com/products/datasnipper/reviews) DataSnipper is the agentic platform transforming how audit and finance teams work. Powered by AI Agents, DataSnipper helps professionals reduce manual work, analyze documents and data faster, and focus more time on judgement and analysis where it matters most. In 2025, DataSnipper delivered more than $1.4B in productivity savings across audit and finance workflows, as organizations increasingly adopted AI to support complex, regulated processes. At the center of this innovation are Excel Agents and Disclosure Agents, designed to move beyond task-level automation and support end-to-end audit and reporting workflows directly inside Excel. DataSnipper's innovation has been recognized globally, including the 2026 Forbes Fintech 50 — the only European company on the list — and TIME's Best Inventions of 2025 in the Artificial Intelligence category for DocuMine, highlighting breakthrough AI designed to help professionals analyze large volumes of documents with speed and transparency. Trusted by Fortune 500 companies, government agencies, global enterprises, and all Big Four audit firms, DataSnipper is used by professionals in 175 countries to accelerate audit and finance workflows while maintaining full transparency and control. AI Agents: The Next Generation of Audit & Finance Automation At the core of DataSnipper are Excel Agents and Disclosure Agents, designed to go beyond task-level automation and support complete audit and reporting workflows: - Excel Agents — Describe a task in plain language and the agent plans and executes it end-to-end: matching sample data to documents, extracting key fields, and comparing results to expectations. No templates, no complex setup — just prompt-driven automation with explainable, audit-ready outputs and full cross-references. - Disclosure Agents — Turn days of manual disclosure checklist reviews into minutes. Automatically analyze checklists against financial statements across IFRS, GAAP, and other global standards, cross-check firm-specific policies, and link every requirement to transparent, verifiable evidence. Intelligent Automation Features DataSnipper also gives audit and finance teams a full suite of automation capabilities directly in Excel: - Document Matching — Automatically match Excel data to invoices, bank statements, contracts, and other source documents. - Data Extraction — Extract data from documents with consistent layouts and apply the same logic at scale. - DocuMine — AI-powered document intelligence that lets teams mine, analyze, and verify large volumes of documents. Named to TIME's Best Inventions of 2025 in the Artificial Intelligence category, alongside Nvidia, Anthropic, and DeepSeek. - AI Extractions — Turn unstructured documents across languages and formats into analysis-ready data directly in Excel. - Cross-Referencing & Audit Trail — Every snip, extraction, and AI output links back to its source document, creating a fully traceable, verifiable audit trail. - Real-Time Collaboration — Work simultaneously with team members in the same workbook, syncing data and references in real time. Why Audit & Finance Teams Choose DataSnipper - Lives inside Excel — No new tools to learn. Teams adopt DataSnipper immediately within the environment they already know, supported by a dedicated customer success team. - $1.4B+ in productivity savings delivered in 2025 — Measurable impact across audit and finance workflows globally. - 600,000+ professionals across 175 countries — Trusted by all Big Four firms (Deloitte, EY, KPMG, PwC), Fortune 500 companies, government agencies, and global enterprises. - Award-winning innovation — 2026 Forbes Fintech 50 (only European company on the list) · TIME Best Inventions 2025 (AI category) · Fast Company Next Big Things in Tech 2025 · G2 Leader in Financial Audit Software. - Scales with your team — Three packages (Start, Accelerate, Elevate) to support firms from small practices to global organizations. Built for Trust and Transparency Every AI output is grounded in source evidence. DataSnipper does not train or fine-tune models on customer data. Customer prompts and documents are processed temporarily (up to 24 hours) and then permanently deleted. SOC 2 Type II certified, with data encrypted in transit and at rest, and regional data centers across the U.S., EU, and Australia. See DataSnipper in Action Ready to automate your audit and finance workflows with AI Agents? Book a personalized demo and discover how DataSnipper can help your team reduce manual work, improve quality, and reclaim time for higher-value analysis, all without leaving Excel. **Average Rating:** 4.8/5.0 **Total Reviews:** 218 #### How Do G2 Users Rate DataSnipper? - **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 8.9/10) - **Optimization:** 8.4/10 (Category avg: 8.4/10) - **Automation:** 9.1/10 (Category avg: 8.9/10) - **Compliance:** 8.3/10 (Category avg: 8.7/10) #### Who Is the Company Behind DataSnipper? - **Seller:** [DataSnipper](https://www.g2.com/sellers/datasnipper) - **Company Website:** Datasnipper.com - **Year Founded:** 2017 - **HQ Location:** Amsterdam, NL - **Twitter:** @DataSnipper 150 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=f617d32d72cb2270af818ce23625eab8e81d0bd8ce35574f623b8dbb52daa783&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fdatasnipper%2F&secure%5Burl_type%5D=linkedin_company_website) 280 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Auditor, Associate - **Top Industries:** Accounting, Financial Services - **Company Size:** 43% Large, 36% Medium #### What Do G2 Reviewers Say About DataSnipper? _AI-generated summary from verified user reviews_ ##### Pros - Users find DataSnipper to be **easy to use** , facilitating quick adoption and efficient review processes for audits. - Users value the **efficiency of document management** in DataSnipper, greatly reducing manual effort and enhancing accuracy. - Users highlight the **enhanced efficiency** of DataSnipper, significantly speeding up audit processes and document management. - Users highlight the **time-saving efficiency** of DataSnipper, enabling faster and more accurate document processing. - Users value the **audit efficiency** of DataSnipper, significantly speeding up document reviews and data extraction processes. ##### Cons - Users experience **slow loading** times with DataSnipper, especially when handling large documents or multiple uploads. - Users experience **bugs and extraction issues** with DataSnipper, leading to frustration during document processing. - Users experience **missing features** like limited customization options and certain advanced tools locked behind higher-tier licenses. - Users find **poor usability** in DataSnipper, struggling with correcting snips and experiencing sluggish spreadsheet performance. - Users experience **Excel performance issues** with DataSnipper, particularly during heavy document usage and large financial statements. #### What Are Recent G2 Reviews of DataSnipper? **["DataSnipper Makes Audit Reviews Faster with Easy Validation and Quick Table Extraction"](https://www.g2.com/survey_responses/datasnipper-review-13182480)** **Rating:** 4.5/5.0 stars _— Helen S._ [Read full review](https://www.g2.com/survey_responses/datasnipper-review-13182480) **["Efficient Document Vouching and Faster Client Info Retrieval"](https://www.g2.com/survey_responses/datasnipper-review-12513968)** **Rating:** 5.0/5.0 stars _— Sanjay C._ [Read full review](https://www.g2.com/survey_responses/datasnipper-review-12513968) #### What Are G2 Users Discussing About DataSnipper? - [What is DataSnipper used for?](https://www.g2.com/discussions/what-is-datasnipper-used-for) - 1 comment ### [Hubdoc](https://www.g2.com/products/hubdoc/reviews) Hubdoc is a cloud accounting application that automatically fetches financial documents from hundreds of banks, utilities, telecom providers, and online vendors; extracts the key data; and seamlessly syncs transactions to cloud accounting platforms with source documents attached. With Hubdoc, reconciliation, payment processing, and audit-proofing are just a few clicks away. **Average Rating:** 4.3/5.0 **Total Reviews:** 87 #### How Do G2 Users Rate Hubdoc? - **Has the product been a good partner in doing business?:** 8.7/10 (Category avg: 8.9/10) - **Optimization:** 8.7/10 (Category avg: 8.4/10) - **Automation:** 9.0/10 (Category avg: 8.9/10) - **Compliance:** 8.7/10 (Category avg: 8.7/10) #### Who Is the Company Behind Hubdoc? - **Seller:** [Hubdoc](https://www.g2.com/sellers/hubdoc) - **Year Founded:** 2011 - **HQ Location:** Toronto, Ontario - **Twitter:** @Hubdoc 10,038 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=2295c7c26c6fc6dc64730dc0f0c6d0bb9816254e472002fcf0807fde263a7913&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fhubdoc%2F&secure%5Burl_type%5D=linkedin_company_website) 4 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Bookkeeper - **Top Industries:** Accounting - **Company Size:** 69% Small, 26% Medium #### What Are Recent G2 Reviews of Hubdoc? **["User-Friendly File Organization and Bills/Receipts Processing"](https://www.g2.com/survey_responses/hubdoc-review-12701003)** **Rating:** 4.5/5.0 stars _— Jordan Z._ [Read full review](https://www.g2.com/survey_responses/hubdoc-review-12701003) **["Efficient Receipt Management with Seamless Xero Integration"](https://www.g2.com/survey_responses/hubdoc-review-12662862)** **Rating:** 4.5/5.0 stars _— Kristie D._ [Read full review](https://www.g2.com/survey_responses/hubdoc-review-12662862) #### What Are G2 Users Discussing About Hubdoc? - [How good is Hubdoc?](https://www.g2.com/discussions/how-good-is-hubdoc) - [Can Hubdoc convert bank statements?](https://www.g2.com/discussions/can-hubdoc-convert-bank-statements) - [Why is Hubdoc so bad?](https://www.g2.com/discussions/why-is-hubdoc-so-bad) - [What can Hubdoc do?](https://www.g2.com/discussions/what-can-hubdoc-do) ### [AppZen](https://www.g2.com/products/appzen-appzen/reviews) AppZen's proprietary finance AI solutions simplify travel & expense, card, and accounts payable processing tasks by automating complex workflows, policy checks, and approvals that legacy systems can't. Our AI learns your unique spend profile to independently read and take action on more and more documents over time. It fits into current systems with minimal change management, helping global enterprises save thousands of work hours, reduce costs, and drive compliance. Discover why one-third of the Fortune 500 trust our AI's decade of finance training to future-proof their businesses. Connect with us: Web: appzen.com LinkedIn: @appzen Expense Audit - Focus reviews on the high-risk items, highlighted for you - 100% prepayment audit and compliance checks on every line item - 10x the risk detection of other approaches - Support for 40+ languages–no for need translation services. - Pay employees back faster - No more outsourcing or scaling your team as workloads change - Adaptable, customizable solutions for a wide range of business challenges - Keep auditors and managers informed with analytics and actionable insights Autonomous AP - Automate the entire AP process without templates and a seamless handoff to ERP/P2P systems - Autonomously process up to 80% or more of your invoices with guaranteed accuracy - Automate complex multi-line PO matching, as well as GL code assignments for non-PO invoices - Match multiple invoices at once, even when descriptions don’t match - Eliminate the need for human review Autonomous AP + AppZen Inbox gives you additional features: - AI automatically reads, labels, and immediately takes action on documents–including invoice processing all the way to ERP/P2P handoff - AI researches invoice status, payment updates, and more for you - Generative AI composes an automated response with all relevant data **Average Rating:** 4.3/5.0 **Total Reviews:** 76 #### How Do G2 Users Rate AppZen? - **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 8.9/10) - **Optimization:** 8.3/10 (Category avg: 8.4/10) - **Automation:** 8.3/10 (Category avg: 8.9/10) - **Compliance:** 8.4/10 (Category avg: 8.7/10) #### Who Is the Company Behind AppZen? - **Seller:** [AppZen](https://www.g2.com/sellers/appzen) - **Company Website:** www.appzen.com - **Year Founded:** 2012 - **HQ Location:** San Jose, CA - **Twitter:** @appzen 1,405 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=33509b4265b2f151579eec2c8cc40aeea6e64f840cce97e2c0d312726dcbe240&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2829210%2F&secure%5Burl_type%5D=linkedin_company_website) 373 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Accounting, Computer Software - **Company Size:** 71% Large, 16% Small #### What Do G2 Reviewers Say About AppZen? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **AI-powered accuracy** of AppZen, ensuring comprehensive audit coverage and quick fraud detection. - Users value the **AI-powered automation** of AppZen, which dramatically improves efficiency and accuracy in expense auditing. - Users find that **automation efficiency** significantly reduces manual time spent on auditing travel and expense reports. - Users praise AppZen for its **efficiency in automating approvals** , significantly reducing manual time and increasing accuracy. - Users value the **time-saving automation** of AppZen, significantly reducing manual effort and expediting approval processes. ##### Cons - Users experience a **steep learning curve** with AppZen, finding configurations and reports challenging to navigate effectively. - Users find the **configuration complexity** of AppZen challenging, as it's not very intuitive or user-friendly. - Users face a **complicated reporting** process, requiring time to adjust to policies and inflexible custom reports. - Users face a **learning curve and inflexible dashboards** in AppZen, impacting ease of use and reporting capabilities. - Users find the **difficult setup** of AppZen challenging, as configurations are not user-friendly or intuitive. #### What Are Recent G2 Reviews of AppZen? **["Automated Expense Auditing with Customizable Intelligence"](https://www.g2.com/survey_responses/appzen-review-13110272)** **Rating:** 4.5/5.0 stars _— Ashleigh G._ [Read full review](https://www.g2.com/survey_responses/appzen-review-13110272) **["Easy Audit Configuration but Inconsistent Support"](https://www.g2.com/survey_responses/appzen-review-13185314)** **Rating:** 4.0/5.0 stars _— Pavan kumar K._ [Read full review](https://www.g2.com/survey_responses/appzen-review-13185314) #### What Are G2 Users Discussing About AppZen? - [How do you use Appzen?](https://www.g2.com/discussions/how-do-you-use-appzen) - [Who is the CEO of AppZen?](https://www.g2.com/discussions/who-is-the-ceo-of-appzen) - [How does AppZen help eliminate unnecessary spend?](https://www.g2.com/discussions/how-does-appzen-help-eliminate-unnecessary-spend) - [What does AppZen do?](https://www.g2.com/discussions/what-does-appzen-do) - 1 comment ### [AuditDashboard](https://www.g2.com/products/auditdashboard-inc-auditdashboard/reviews) AuditDashboard is the client experience and collaboration platform that helps accounting firms and their clients manage how information is exchanged during tax, audit, review, and cybersecurity engagements. The software solution automates engagement coordination, document management, and request tracking in a single workspace, replacing the fragmented mix of email threads, spreadsheet trackers, and disconnected systems that firms have traditionally relied on to coordinate assurance, tax, and advisory work. AuditDashboard is used by accounting professionals at firms of all sizes, from regional practices to global networks. Its users span service lines including audit and assurance teams, risk assurance advisors, corporate tax preparers, advisory consultants, and corporate finance teams, along with the client-side controllers, CFOs, and finance staff who supply supporting documentation. The platform is secure by design, backed by SOC 2 Type 2 reports since 2016, and offers white-label configuration, enabling firms to present a branded portal that integrates with their existing service delivery model. Beyond document collection, AuditDashboard provides scheduling tools to plan engagement timelines and milestones, generates real-time visibility into outstanding items for both firm and client teams, and applies automation and artificial intelligence to reduce manual coordination that consumes engagement hours. The platform connects with tools accounting teams already use, including Outlook, Microsoft 365, and Copilot, and syncs data across firm systems through native integrations and an open API. - Collaborative scheduling and prepared by client (PBC) request lists to streamline engagement coordination and organize requirements, information requests, and engagement milestones in one shared workspace. - Secure file sharing with Outlook integration and fully integrated electronic signatures, so large attachments and documents can move through a system of record rather than scattered email threads. - Engagement and practice insights that surface bottlenecks, track progress, and provide reporting on engagement performance across teams and service lines. - Artificial intelligence and automation to elevate the client experience, streamline routine tasks, and improve responsiveness. - Integrations and an open API that connect AuditDashboard with existing practice management, document management, and productivity tools. By consolidating engagement coordination into a standardized client experience platform, AuditDashboard reduces the time professional staff spend chasing information and managing administrative workflows, freeing capacity for substantive client work. **Average Rating:** 4.8/5.0 **Total Reviews:** 33 #### How Do G2 Users Rate AuditDashboard? - **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 8.9/10) - **Optimization:** 5.0/10 (Category avg: 8.4/10) - **Automation:** 6.4/10 (Category avg: 8.9/10) - **Compliance:** 6.3/10 (Category avg: 8.7/10) #### Who Is the Company Behind AuditDashboard? - **Seller:** [AuditDashboard](https://www.g2.com/sellers/auditdashboard-a81ab86f-45e6-414f-b367-07b219143da6) - **Company Website:** www.auditdashboard.com - **Year Founded:** 2013 - **HQ Location:** Oakville, Ontario - **Twitter:** @AuditDashboard 569 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=930107b9ba5c910374fa5fa06458a369fa81b990c73238ce1031a3fd19ae1946&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fauditdashboard%2F&secure%5Burl_type%5D=linkedin_company_website) 8 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Accounting - **Company Size:** 55% Small, 45% Medium #### What Do G2 Reviewers Say About AuditDashboard? _AI-generated summary from verified user reviews_ ##### Pros - Users find **AuditDashboard easy to use** with intuitive features and straightforward implementation, enhancing overall efficiency. - Users commend the **excellent customer support** of AuditDashboard, enhancing their overall experience and satisfaction. - Users appreciate the **intuitive dashboard and reporting features** that enhance performance and client relations effectively. - Users praise the **efficiency** of AuditDashboard, streamlining the entire audit process for quicker access and uploads. - Users appreciate the **efficiency improvement** of AuditDashboard, streamlining the audit process for quicker access and earlier uploads. ##### Cons - Users find the **poor notifications** of Audit Dashboard tend to be overlooked, reducing their effectiveness in communication. #### What Are Recent G2 Reviews of AuditDashboard? **["A Valuable Tool for Managing High-Volume Audit Engagements"](https://www.g2.com/survey_responses/auditdashboard-review-13172537)** **Rating:** 5.0/5.0 stars _— Jake S._ [Read full review](https://www.g2.com/survey_responses/auditdashboard-review-13172537) **["Clear, Centralised Audit Portal with Easy Drag-and-Drop Uploads"](https://www.g2.com/survey_responses/auditdashboard-review-13157235)** **Rating:** 5.0/5.0 stars _— Lindsay H._ [Read full review](https://www.g2.com/survey_responses/auditdashboard-review-13157235) #### What Are G2 Users Discussing About AuditDashboard? - [What is AuditDashboard used for?](https://www.g2.com/discussions/what-is-auditdashboard-used-for) ### [Xelix](https://www.g2.com/products/xelix/reviews) Since 2018, Xelix has been a pioneer in the Accounts Payable audit and controls space, leveraging AI to detect payment errors and fraud, automate statement reconciliations, and streamline AP Helpdesk operations. Our platform utilises thousands of large language models (LLMs) to support agentic and adaptive workflows, freeing AP resource to focus on strategic initiatives. Our machine learning models ensure exceptional accuracy, while our use of best-in-class AI allows rapid, efficient processing of large data sets. Trusted by global enterprises like AstraZeneca, BAT, and Virgin Atlantic, we process over 115 million invoices annually and audit more than $750 billion in spend. Designed with an intuitive user interface, the solution is easy for finance teams to adopt, and our seamless integration with ERP and finance systems ensures quick, straightforward deployment. **Average Rating:** 4.8/5.0 **Total Reviews:** 51 #### How Do G2 Users Rate Xelix? - **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 8.9/10) - **Optimization:** 8.7/10 (Category avg: 8.4/10) - **Automation:** 9.7/10 (Category avg: 8.9/10) - **Compliance:** 8.7/10 (Category avg: 8.7/10) #### Who Is the Company Behind Xelix? - **Seller:** [Xelix](https://www.g2.com/sellers/xelix) - **Year Founded:** 2018 - **HQ Location:** London, United Kingdom - **Twitter:** @Xelix\_AI 166 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e6a897f065e5b01d29236c412c5f9fa88176b5aeee37d648d1507bd597e62fd7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fxelix.&secure%5Burl_type%5D=linkedin_company_website) 180 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Automotive, Retail - **Company Size:** 85% Large, 13% Medium #### What Are Recent G2 Reviews of Xelix? **["Finally chucked my excel template out the door."](https://www.g2.com/survey_responses/xelix-review-9617616)** **Rating:** 5.0/5.0 stars _— Rebecca C._ [Read full review](https://www.g2.com/survey_responses/xelix-review-9617616) **["Excellent AP product, really bolstered our controls"](https://www.g2.com/survey_responses/xelix-review-9457513)** **Rating:** 5.0/5.0 stars _— Kerry H._ [Read full review](https://www.g2.com/survey_responses/xelix-review-9457513) #### What Are G2 Users Discussing About Xelix? - [What is Xelix used for?](https://www.g2.com/discussions/what-is-xelix-used-for) - 1 comment ### [Auditi](https://www.g2.com/products/auditi/reviews) Auditi - A Powerful Solution to Accelerate Your Audit Workflows Since 2012, Auditi has been empowering audit, accounting, and legal firms with a streamlined and efficient platform for file exchange, ensuring seamless communication and productive workflows. Trusted by over 500 firms and used by more than 40,000 clients daily, Auditi is ISO 27001 certified, meeting the highest standards of data security. One of Auditi’s most valued features, is the ability to easily keep track of all documents in one centralized location. No more scattered emails or misplaced files – Auditi ensures that everything stays organized for a smoother audit process. What is the product? PBC (Provided by Client) Requests: Centralize data transfers and keep all your audit files in one place for easy access and organization. - Delegate and Monitor Tasks: Assign tasks, track progress, and receive real-time notifications, ensuring every step of the audit process stays on track. - Save Time with Templates: Use firm-wide templates and easily roll them forward to streamline future audits, benefiting from a curated selection of templates tailored to your firm’s needs. - Improve Client Experience: Provide your clients with a professional, state-of-the-art audit process that enhances relationships and builds trust through transparency and efficiency. NEW! Quickshare Auditi now offers Quickshare, a feature that allows firms to send and receive large files quickly and securely through MS Outlook or the Auditi platform. For added security, files are automatically deleted after transfer, ensuring top-level protection. With Auditi, you can stop chasing files and focus on what matters – delivering efficient, high-quality audits. Discover how Auditi can transform your audit process. **Average Rating:** 4.7/5.0 **Total Reviews:** 12 #### How Do G2 Users Rate Auditi? - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.9/10) - **Optimization:** 9.0/10 (Category avg: 8.4/10) - **Automation:** 9.0/10 (Category avg: 8.9/10) - **Compliance:** 9.4/10 (Category avg: 8.7/10) #### Who Is the Company Behind Auditi? - **Seller:** [Auditi GmbH](https://www.g2.com/sellers/auditi-gmbh) - **Year Founded:** 2012 - **HQ Location:** Düsseldorf, Nordrhein-Westfalen - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ff90e27a31b4d13c5febea4c64617737ce5b5c87a14a97ae7972e295e5643ed4&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fauditi%2F&secure%5Burl_type%5D=linkedin_company_website) 13 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Accounting - **Company Size:** 46% Medium, 38% Small #### What Do G2 Reviewers Say About Auditi? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **ease of use** of Auditi, enjoying its intuitive structure and helpful features for efficient workflows. - Users highlight the **intuitive design** of Auditi, making it easy to navigate and implement effectively. - Users value the **intuitive user interface** of Auditi, appreciating its simplicity and effective communication features. - Users appreciate the **effective communication** and quick support from Auditi, simplifying their data exchange processes. - Users value the **efficiency of audits** with Auditi, appreciating its intuitive design and structured data handling. ##### Cons - Users find the **poor communication features** of Auditi hinder their ability to effectively inform clients and manage tasks. - Users find the **audit management process cumbersome** , highlighting inefficiencies in tracking and assigning responsibilities effectively. - Users experience **bug issues** in Auditi, leading to frustrations with functionality and ease of use. - Users find **client management cumbersome** , with difficulties in adding clients and not having direct assignment features. - Users are frustrated with the **inefficient file management process** , making it cumbersome to track overdue items. #### What Are Recent G2 Reviews of Auditi? **["daily use of auditi"](https://www.g2.com/survey_responses/auditi-review-8890691)** **Rating:** 4.0/5.0 stars _— Verified User in Accounting_ [Read full review](https://www.g2.com/survey_responses/auditi-review-8890691) **["A responsive and fast way to exchange data and documents with clients - a must have for Audit firms"](https://www.g2.com/survey_responses/auditi-review-9200402)** **Rating:** 5.0/5.0 stars _— Verified User in Accounting_ [Read full review](https://www.g2.com/survey_responses/auditi-review-9200402) #### What Are G2 Users Discussing About Auditi? - [What does Auditi do?](https://www.g2.com/discussions/what-does-auditi-do) - [Which software is used for auditing?](https://www.g2.com/discussions/which-software-is-used-for-auditing) - [What should I look for in audit software?](https://www.g2.com/discussions/what-should-i-look-for-in-audit-software) ### [Trullion](https://www.g2.com/products/trullion/reviews) Manual data entry, spreadsheets, and disconnected documents slow accounting and audit teams down and increase the risk of errors in high-stakes workflows. Trullion is an AI-powered accounting platform that brings extraction, validation, testing, and compliance into one system. Built specifically for accounting and audit teams, Trullion automates document-heavy workflows across audit, financial reporting, and lease accounting—helping teams improve accuracy, reduce manual effort, and stay audit-ready. With Trullion, teams can connect structured and unstructured data in one platform. AI automatically extracts key data from contracts, financial statements, invoices, and supporting documents, then matches and validates that data against source documents, prior periods, and system records. This reduces manual review while increasing transparency and confidence in the results. Trullion supports critical accounting workflows, including audit fieldwork, financial statement validation, revenue and lease compliance, and ongoing reporting. Teams can upload large volumes of documents in one click, apply changes at scale, and produce consistent, audit-ready outputs with full traceability back to the source. The platform is designed to keep teams aligned with evolving accounting standards, including ASC 842, IFRS 16, FRS 102, ASC 606, and IFRS 15, so they can go into audits with clarity and confidence. With Trullion, you can: - Extract structured, Excel-ready data from PDFs and complex documents - Match and validate data automatically for vouching, tracing, and testing - Identify inconsistencies across financial statements, versions, and prior periods - Automate lease accounting calculations, journals, and disclosures - Collaborate in one secure platform with full audit trails and permissions By breaking down silos between documents, data, and teams, Trullion gives accounting and audit professionals a complete, end-to-end view of their work—so they can spend less time on manual processes and more time applying judgment. **Average Rating:** 4.7/5.0 **Total Reviews:** 62 #### How Do G2 Users Rate Trullion? - **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 8.9/10) - **Optimization:** 8.3/10 (Category avg: 8.4/10) - **Automation:** 10.0/10 (Category avg: 8.9/10) - **Compliance:** 10.0/10 (Category avg: 8.7/10) #### Who Is the Company Behind Trullion? - **Seller:** [Trullion](https://www.g2.com/sellers/trullion) - **Company Website:** www.trullion.com - **Year Founded:** 2020 - **HQ Location:** New York, NY - **Twitter:** @Trullion 232 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=414e99afde902c853279d38bfcd3191c1ded0b32a0d8584c9c8a24a6e5b68a8d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsmrtflow%2F&secure%5Burl_type%5D=linkedin_company_website) 118 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Accounting - **Company Size:** 50% Medium, 29% Large #### What Do G2 Reviewers Say About Trullion? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **responsive and collaborative customer support** of Trullion, enhancing their overall experience and satisfaction. - Users find Trullion's **ease of use** highly beneficial, promoting staff adoption and improving efficiency across tasks. - Users appreciate the **seamless data matching and extraction** features of Trullion, enhancing efficiency and accuracy in audits. - Users commend Trullion for its **powerful data-matching and financial statement modules** , enhancing audit clarity and efficiency. - Users appreciate the **automation capabilities** of Trullion, enabling faster, accurate data handling and heightened team efficiency. ##### Cons - Users experience **data inaccuracy** issues with Trullion, struggling to extract relevant information from documents effectively. - Users find the **learning curve steep** for Trullion, struggling with navigation and lacking effective training resources. - Users face **system limitations** with data extraction and chat queries, impacting their efficiency and reliability. - Users experience **access restrictions** with Trullion, limiting effective query results and workflow efficiency in analysis tasks. - Users find **difficult navigation** in Trullion's UI, often struggling to locate features on both lease and audit sides. #### What Are Recent G2 Reviews of Trullion? **["Revolutionizing Audits with Seamless Data Matching and Exceptional Support"](https://www.g2.com/survey_responses/trullion-review-12042024)** **Rating:** 4.5/5.0 stars _— Verified User in Accounting_ [Read full review](https://www.g2.com/survey_responses/trullion-review-12042024) **["AI-Boosted Lease Management with Room for UI Improvement"](https://www.g2.com/survey_responses/trullion-review-12061045)** **Rating:** 4.0/5.0 stars _— AJ V._ [Read full review](https://www.g2.com/survey_responses/trullion-review-12061045) #### What Are G2 Users Discussing About Trullion? - [What is Trullion used for?](https://www.g2.com/discussions/what-is-trullion-used-for) ### [Tickmark](https://www.g2.com/products/tickmark/reviews) Tickmark is a comprehensive cloud-based audit management software designed specifically for audit organizations, accounting practices, and financial professionals who need efficient, compliant, and automated audit workflows. Built to support International Standards on Auditing (ISA) and other major audit frameworks, Tickmark streamlines the entire audit lifecycle from planning and execution to review and reporting. With the launch of Tickmark 2.0, the platform now delivers next-generation capabilities powered by artificial intelligence, real-time collaboration, and seamless integration across audit ecosystems. The software provides fully compliant, standards-based working papers for ISA and other regulatory frameworks, ensuring audit quality and consistency while significantly reducing manual documentation effort. Key features of Tickmark 2.0 include AI-powered audit assistance that intelligently guides auditors through procedures and suggests relevant tests based on engagement context. The platform's AI-driven language localization ensures that working papers are automatically adapted to local languages and regulatory requirements, making international audit engagements seamless and compliant. Real-time online collaboration enables distributed audit teams to work simultaneously on engagements through secure web forms and synchronized workspaces, eliminating version control issues and improving team productivity. The platform also supports offline work mode, allowing auditors to continue working on engagements without internet connectivity, with automatic synchronization once reconnected—ideal for fieldwork in locations with limited network access. Enhanced connectivity and integration capabilities allow Tickmark to connect with other systems. Tickmark's audit working paper templates are designed to meet ISA requirements and other international audit standards, providing structured documentation that supports audit quality reviews and regulatory inspections. The platform includes comprehensive audit libraries and customizable checklists that adapt to each engagement's specific needs. The intuitive interface reduces training time while sophisticated workflow automation ensures nothing falls through the cracks. Built-in quality control mechanisms, reviewer notes, and audit trail functionality provide complete transparency and accountability throughout the engagement. Whether you're conducting financial statement audits or other assurance engagements such as reviews and agreed-upon procedures, Tickmark 2.0 delivers the tools modern audit professionals need to work efficiently, maintain quality, and meet evolving regulatory demands in an increasingly digital audit environment. Tickmark Reporting Tool allows easy compilation of different financial reports (such as Financial Statements reports, Management reports with KPIs and consolidated reports) based on the import of the Trial Balance. The tool can be also used in audit engagements for easy production of lead schedules and analytical reviews. As such, it can significantly improve work done both by auditors as well as corporation with multiple entities. **Average Rating:** 4.6/5.0 **Total Reviews:** 4 #### How Do G2 Users Rate Tickmark? - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 8.9/10) - **Optimization:** 10.0/10 (Category avg: 8.4/10) - **Automation:** 10.0/10 (Category avg: 8.9/10) - **Compliance:** 8.3/10 (Category avg: 8.7/10) #### Who Is the Company Behind Tickmark? - **Seller:** [Tickmark Software](https://www.g2.com/sellers/tickmark-software) - **Year Founded:** 2013 - **HQ Location:** Rijeka, HR - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e70958bda6e5c99511eee3bf260194af30e81e5dcca60ea863e5de4a5c8e8b54&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ftickmark-software%2F&secure%5Burl_type%5D=linkedin_company_website) 6 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 75% Small, 25% Medium #### What Are Recent G2 Reviews of Tickmark? **["Tickmark"](https://www.g2.com/survey_responses/tickmark-review-5135635)** **Rating:** 4.0/5.0 stars _— CA Ajinkya J._ [Read full review](https://www.g2.com/survey_responses/tickmark-review-5135635) **["Easy, affordable and great for midsize companies"](https://www.g2.com/survey_responses/tickmark-review-5201384)** **Rating:** 4.5/5.0 stars _— Verified User in Architecture & Planning_ [Read full review](https://www.g2.com/survey_responses/tickmark-review-5201384) #### What Are G2 Users Discussing About Tickmark? - [What is Tickmark used for?](https://www.g2.com/discussions/what-is-tickmark-used-for) ### [Nexly](https://www.g2.com/products/nexly/reviews) Nexly is a financial statement review platform built for audit and financial reporting teams. It streamlines the review process with automated checks, smart annotations, and audit-ready exports—helping teams save time and work more confidently. In short: Nexly makes financial statement review faster and reduces the risk of undetected errors. **Average Rating:** 5.0/5.0 **Total Reviews:** 1 #### How Do G2 Users Rate Nexly? - **Optimization:** 10.0/10 (Category avg: 8.4/10) - **Automation:** 10.0/10 (Category avg: 8.9/10) - **Compliance:** 10.0/10 (Category avg: 8.7/10) #### Who Is the Company Behind Nexly? - **Seller:** [Nexly Tech](https://www.g2.com/sellers/nexly-tech) - **HQ Location:** N/A - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website) 1 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 100% Medium #### What Are Recent G2 Reviews of Nexly? **["Great Financial Statement Review Platform"](https://www.g2.com/survey_responses/nexly-review-11624836)** **Rating:** 5.0/5.0 stars _— Alexander J._ [Read full review](https://www.g2.com/survey_responses/nexly-review-11624836) ### [Accountail](https://www.g2.com/products/accountail/reviews) Accountail is an advanced AI-driven software tailored for accountants and auditors. It streamlines the generation of detailed reports, including financial analyses, tax audits, regulatory compliance assessments, and much more through an intuitive file upload process. Offering customization options, it ensures tailored insights, prioritizes data security, and provides strategic decision support. With an affordable tiered subscription model, it caters to businesses of all sizes. Beyond basic reporting, Accountail excels in predictive modeling and scenario analysis, contributing to strategic planning and risk management. It stands as a crucial asset for professionals, optimizing financial report efficiency and fostering financial insight in the accounting and auditing landscape. #### Who Is the Company Behind Accountail? - **Seller:** [Nunuworks](https://www.g2.com/sellers/nunuworks-c64e397c-d89f-46a3-9525-81b0aefc9256) - **HQ Location:** N/A - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website) 1 employees on LinkedIn® ### [dnl Audit Platform](https://www.g2.com/products/dnl-audit-platform/reviews) dnl: the AI-powered audit platform for disclosure checking, number verification, and report review Who we are dnl (DNL Deep Neuron Lab) builds an AI-powered audit platform for external auditors. Berlin-based and used by more than 13,000 auditors worldwide, we focus on the most time-consuming and inspection-sensitive parts of the audit: completing disclosure checklists, verifying the numbers in financial statements, surfacing findings, and reviewing audit reports. The dnl platform is built for how audit teams actually work: structured, evidenced, and ready to stand up to regulatory inspection. The dnl platform is used by firms including KPMG, BDO, RSM, Forvis Mazars, Baker Tilly, Moore, HLB, Nexia, CLA, and dhpg, as well as reporting teams at organisations such as Porsche. We are active across Europe and the UK, including partnerships with Mercia and the IFRS Foundation on the disclosure checklists in the platform (FRS 101, FRS 102, FRS 105, IFRS, and sector-specific frameworks), and are expanding into North America, with a US GAAP disclosure checklist now available. What we do Disclosure checking (ai/checklist). Working through a disclosure checklist manually takes days and produces a document trail that inspectors will scrutinise line by line. ai/checklist analyses financial statements against the applicable disclosure requirements, whether IFRS, UK GAAP (FRS 101, FRS 102, FRS 105), US GAAP, or ESG frameworks (ESRS, ISSB, GRI), and flags what's present, what's missing, and what needs judgement. Backed by embedded audit agents, it auto-populates responses to complete around 90% of validations in real time, surfacing only the judgement calls that need a human. Every conclusion links back to the specific page and passage in the financial statements, so the evidence trail is built as you work, not reconstructed afterwards. Firms can also bring their own proprietary checklists and methodologies. Number checking (ai/numbers). Financial statements are full of numbers that must agree with each other: totals, cross-references, prior-year comparatives, notes that tie to primary statements. ai/numbers uses evidence agents to tick-and-tie in seconds, running mathematical-accuracy checks alongside internal, external, and prior-year consistency reviews. It flags the few numbers that don't match, and confirms the thousands that do, so the team spends time investigating genuine discrepancies rather than ticking numbers that were always going to agree. It works across structured and unstructured formats, including Excel, PDFs, and report tables. Findings (ai/findings). ai/findings captures and structures audit findings the moment they emerge, as the engagement progresses, so they're organised and ready for the report. No more hunting at the end of the cycle for what was flagged along the way. Report review (ai/report-review), now live. ai/report-review lets teams self-check audit reports before they reach the central review team, catching issues early and submitting with confidence. Each quality check comes with a clear explanation behind the AI's judgement, so it's obvious what's working and what needs a second look, meaning smoother reviews, fewer surprises, and less back-and-forth. Coming soon. ai/accounts turns messy charts of accounts into clean, audit-ready financial statements with AI-driven mapping to the balance sheet and P&L. What makes us stand out Built for auditors, not adapted for them. The dnl platform isn't a general-purpose document tool with an audit use case bolted on. Disclosure requirements, checklist logic, and the evidential standards of audit inspection are the foundation of the product, not a feature layer. The platform is configured around each firm's own methodology, checklist structure, and review patterns. Every output is traceable. Regulators are clear that the auditor remains responsible for conclusions regardless of what technology was used to reach them. The dnl platform is designed around that principle. Nothing is a black box: every check, flag, and extraction links to its source, so the workpaper explains itself. Inspection-ready by design. The FRC's annual inspection reports return to the same themes year after year, and disclosure completeness is a recurring one. The dnl platform's workflow produces documentation that answers the questions inspectors actually ask, with a complete, automatically recorded audit trail. Professional scepticism stays with the professional. The dnl platform handles the mechanical work of matching, checking, and cross-referencing, so auditors can concentrate on the judgements that require experience. Every AI suggestion is reviewed and confirmed by the auditor before it's accepted. The platform accelerates the audit; it doesn't attempt to replace the auditor. Security and data handling Security is built into the core product, in line with the audit-grade accountability the platform supports. dnl is ISO/IEC 27001:2022 certified and GDPR compliant, with data encrypted in transit and at rest and access tightly controlled. Your data is hosted in your own region, whether the EU/EEA, the US, or Australia, and customer data is never used to train, fine-tune, or improve our models. Who it's for Audit firms of all sizes, from teams looking to eliminate the checklist grind to firms responding to inspection findings on disclosure quality. Used across financial audit and ESG/sustainability audit, by partners, engagement auditors, and innovation leads alike. If your busy season involves late nights ticking and tying, the dnl platform was built for you. #### Who Is the Company Behind dnl Audit Platform? - **Seller:** [Deep Neuron Lab](https://www.g2.com/sellers/deep-neuron-lab) - **Year Founded:** 2019 - **HQ Location:** Berlin, DE - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=32685af7a2e390b696d954f0049ecbe4cd96f15091a83a273de40cd799a516f2&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fdeep-neuron-lab%2F&secure%5Burl_type%5D=linkedin_company_website) 36 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 100% Small ### [UniFi](https://www.g2.com/products/finansys-ltd-unifi/reviews) UniFi is a powerful and innovative platform with limitless use cases for finance and all connected departments. You get an extensive range of features that can be combined for an unlimited number of uses cases. UniFi is enterprise-grade software without the cost. It is one App to replace your 3rd party systems, giving you significant cost savings. It will enhance your Finance, ERP or HR system and keep your data in one place, giving you a single source of truth. This solution leverages modern technology to seamlessly adapt to the future office of the CFO and facilitate closer collaboration between finance and other departments. It can be fully configured and customized to meet diverse requirements, regardless of whether they are finance-related or not. Full users get access to: No-code Application Builder Business Process Management Automation Accounting Automation Middleware & Integration Excel Add-in Work OS Workflow Creator Business Intelligence Document Management Pre-installed Foundation Apps Machine Learning Artificial Intelligence Use cases: 1. Purchasing (P2P) 2. Sales (O2C) 3. Financial Accounting 4. Reporting and Analytics 5. Human Resources 6. Compliance and Audit 7. Middleware & Integration 8. Optical Character Recognition **Average Rating:** 5.0/5.0 **Total Reviews:** 12 #### How Do G2 Users Rate UniFi? - **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 8.9/10) #### Who Is the Company Behind UniFi? - **Seller:** [FinanSys Ltd](https://www.g2.com/sellers/finansys-ltd) - **Year Founded:** 1998 - **HQ Location:** London, City of London - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=5eafff76d8f5540220c52b1c1a8dbafb77f41b63a0f3f3284b9d89c0aa418d6e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Funifi-platform&secure%5Burl_type%5D=linkedin_company_website) 1 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 38% Medium, 38% Small #### What Are Recent G2 Reviews of UniFi? **["Simple Setup, Enterprise Features at a Small Business Cost"](https://www.g2.com/survey_responses/unifi-review-12535714)** **Rating:** 5.0/5.0 stars _— Diogo P._ [Read full review](https://www.g2.com/survey_responses/unifi-review-12535714) **["Robust Features, But Complicated UI"](https://www.g2.com/survey_responses/unifi-review-12464807)** **Rating:** 5.0/5.0 stars _— Jack I._ [Read full review](https://www.g2.com/survey_responses/unifi-review-12464807) Spotlight Categories [Third Party & Supplier Risk Management Software](https://www.g2.com/categories/third-party-supplier-risk-management) [Video Editing Software](https://www.g2.com/categories/video-editing) [Knowledge Base Software](https://www.g2.com/categories/knowledge-base-software) [Demo Automation Software](https://www.g2.com/categories/demo-automation) [Core HR Software](https://www.g2.com/categories/core-hr) Similar Categories - [Order Management](/categories/order-management) - [Accounting](/categories/accounting) - [Accounting Practice Management](/categories/accounting-practice-management) - [Accounts Receivable](/categories/accounts-receivable) - [AP Automation](/categories/ap-automation) - [Billing](/categories/billing) - [Budgeting and Forecasting](/categories/budgeting-and-forecasting) - [Business Plan](/categories/business-plan) - [Cash Flow Management](/categories/cash-flow-management) - [Credit and Collections](/categories/credit-and-collections) - [Cross-border payments software](/categories/cross-border-payments-software) - [Deduction Management](/categories/deduction-management) - [Enterprise Payment](/categories/enterprise-payment) - [Equity Management](/categories/equity-management) - [Financial Analysis](/categories/financial-analysis) [Browse Financial Audit Themes](/categories/financial-audit/themes)