Audit & CA practices
Interactive mockProfessional judgment, with the evidence already assembled.
CAFlow is a concept workspace built for a mid-sized chartered accountancy practice that runs statutory audits, tax work and advisory side by side. AI does the collecting, matching and flagging. Partners, managers and associates keep the conclusions — and the workflow makes that hand-off visible.
“Where is our professional time going that does not actually need professional judgment?”
Interactive concept with illustrative data and no live connections. Switch between Partner, Manager, Associate and Client views from the top bar.
Who it helps
The same week, for the people who actually do the work.
Partner
Signs off on a file after a week of chasing associates for the status.
Sees the critical matters across every engagement, and the evidence behind each, before the review meeting.
Engagement manager
Keeps the requirement list in a spreadsheet and the reminders in their head.
Watches the document room fill and the exception list shrink, and drafts queries with one click.
Associate
Vouches transactions by hand and types the same workpaper every year.
Reviews the test results the rules produced and spends the day on the ones that did not match.
Walk through the product
10 screens, in the order a day goes.
It plays itself until you touch it. Pick any screen, or open the mock and click through it yourself.
Where the firm needs you today
Active engagements, documents processed, requests awaiting client response — and the critical matters ranked first, so a partner starts with unsupported payments rather than a status meeting.
The line that matters
What runs by itself, and what waits for a person.
This is the design, not a disclaimer. Every mock draws the line on the screen, so the people using it never have to wonder who decided.
- Indexing client documents against the engagement checklist
- Rule-based sampling and vouching across ledger, invoices and bank
- GST and TDS reconciliation with mismatches classified
- Drafting client queries and document reminders
- Generating workpapers and report drafts from verified evidence
- Every exception, at every priority
- Whether evidence is accepted or a query goes back to the client
- Every reminder before it reaches a client
- The audit opinion, the tax position and the advisory conclusion
From here
Your version starts from this one.
The mock is the brief. We sit with your team, keep what fits, change what does not, and wire the first workflow into the tools you already run — client work that arrives on time usually comes first.
Accounting, tax & CPA firms
Client work that arrives on time
Client documents requested, chased and matched to each engagement, deadlines tracked across the whole book, and the bookkeeping prepared before your team opens the file.
- Send each client their own document checklist, on your schedule
- Match what comes back to the right client, engagement and period
- Chase the missing pieces automatically, politely then firmly
- Prepare the books — categorise, flag anomalies, draft the queries
Other industries
