AuditPal AI Documentation: AI-Powered Tools for Auditors

We’re glad you’re here to learn about AuditPal AI. This guide will walk you through our platform and show you how our tools can help you tackle every part of your audit workflow. We built our tools so you can spend less time on manual and repetitive tasks and more time on the audit work that truly matters.

• Our Collection of AI-Powered Tools for Auditors
  • Chat
  • PDF Tools
  • DOCX Tools
  • Audit Planning Tools
  • Risk Assessment Tools
  • Fieldwork Tools
  • Data Analysis Tools
  • Reporting Tools
  • Writing Tools
• Knowledge Base
  • Collections
  • Chat and Upload
• Settings
  • Account
  • Limits
  • Plan
• Explore More
• Ready to Get Started for Free?

On our platform, you’ll find a lot of tools that can make your life easier. Let’s look at all the different things you can do with AuditPal AI.

Our AI chatbot is like a friendly coworker who’s always there to help. You can ask it questions and get answers in real time, so you never have to leave our platform to get the information you want.

These tools take the manual work out of reviewing PDF documents. You can interact with your PDFs just by talking to them.

👉 Learn more about all our PDF tools for auditors on the PDF Tools overview page.

• The Chat with PDF tool lets you have a natural conversation with any PDF. After uploading a document, you can ask it questions, and our AI will search the content to give you a detailed answer.
• The PDF Fact Checker verifies information in a PDF, helping you identify any factual errors or statements that you should double-check.
• The PDF Summarizer is a huge time-saver when you need to identify the main points of a lengthy document.
• The PDF to PPTX Converter creates a professional PowerPoint presentation based on any PDF you upload. It’s perfect for when you need to present your findings to clients or management without a lot of manual rework.

The DOCX tools work just like our PDF tools, making it easy to analyze Word documents.

👉 Learn more about all our DOCX tools for auditors on the DOCX Tools overview page.

• The Chat with DOCX tool lets you talk with your Word documents.
• The DOCX Fact Checker verifies information in a Word document, helping make sure you get the facts right.
• The DOCX Summarizer digests any Word document you upload. It’s useful for getting key takeaways without having to read the full document.
• The DOCX to PPTX Converter turns Word documents into polished PowerPoint presentations. It’s very useful when you don’t have the time to make a slide deck for a meeting.

These tools help you start your audits off on the right foot.

👉 Learn more about all our audit planning tools for auditors on the Audit Planning Tools overview page.

• The Audit Methodology Generator can create a methodology for your engagement, so you don’t have to start from scratch.
• The Audit Objective Generator comes up with clear and focused audit objectives that are aligned with your goals.
• The Audit Plan Generator creates a comprehensive, strategic roadmap to guide your audit from start to finish.
• The Audit Program Generator creates the step-by-step instructions your team needs to get the job done right.
• The Audit Scope Generator helps make sure your audit covers everything you need it to and avoids scope creep.
• The Entrance Conference Question Generator prepares a well-thought-out list of questions to help you start your audit.
• The Researchable Question Generator develops insightful questions that can help you operationalize your audit objective.

These tools help you identify and address risks in your audits.

👉 Learn more about all our risk assessment tools for auditors on the Risk Assessment Tools overview page.

• The Internal Control Test Generator creates comprehensive tests to help you evaluate how well internal controls are working.
• The Key Risk Area Identifier pinpoints critical risk areas in your audit engagements, so you can get a clear idea of what risks to prioritize.
• The Risk Mitigation Strategy Developer develops targeted strategies to address identified risks, providing a solid starting point for a plan to handle potential problems.

These tools help you be more efficient and organized during fieldwork.

👉 Learn more about all our fieldwork tools for auditors on the Fieldwork Tools overview page.

• The Audit Test Generator creates tailored audit tests for your objective, ensuring every test is relevant and serves a clear purpose for your audit.
• The Documentation Request Creator generates a comprehensive list of documents to request from your auditees.
• The Interview Question Generator prepares a list of questions to help you get useful information from everyone you talk to.
• The Observation Checklist Generator creates detailed checklists for your field visits to ensure consistency and rigor across the sites you go to.
• The Sampling Plan Generator develops sampling plan ideas for your audit procedures, saving you a lot of time and effort.

These tools help you get more out of your data.

👉 Learn more about all our data analysis tools for auditors on the Data Analysis Tools overview page.

• The ACL Script Assistant helps you write and debug scripts for ACL (Audit Command Language).
• The Code Translator translates code from one programming language to another, making it easy to share code across teams.
• The Data Analysis Plan Generator creates a comprehensive plan for analyzing your audit data, helping you remember to do appropriate tests.
• The Data Reliability Test Generator develops tests to make sure the data you obtain are accurate and complete enough to generate high-quality findings.
• The Data Visualization Idea Generator gives you creative ideas for how to effectively visualize your audit data for management and other stakeholders.
• The Excel Formula Assistant generates basic and advanced Excel formulas for data manipulation and analysis.
• The Excel VBA Assistant creates Excel macros to automate repetitive tasks.
• The Power BI DAX Formula Assistant produces complex DAX formulas for data analysis in Power BI.
• The Python Script Assistant generates and reviews Python scripts, making sure everything is error-free.
• The R Script Assistant helps you write and review R scripts for statistical analysis.
• The SAS Script Assistant creates and optimizes SAS scripts for data analysis.
• The SQL Query Assistant generates complex SQL queries to help you get the data you need for your audit.

These tools help you with every part of the reporting process.

👉 Learn more about all our reporting tools for auditors on the Reporting Tools overview page.

• The Audit Finding Developer helps you write audit findings that are well-structured and impactful.
• The Audit Recommendation Developer generates actionable recommendations based on your findings.
• The Audit Report Outline Generator creates a full outline for your audit reports, helping you present your findings in a convincing way.
• The Executive Summary Developer helps make sure your findings and recommendations are clear for busy readers.
• The Exit Conference Question Generator prepares effective questions for your exit conferences, helping you proactively get management’s opinions before you issue the final report.
• The Management Response Generator helps you write professional and clear management responses for your final report.
• The Press Release Generator creates professional press releases, which can be helpful if you want your report to get news coverage after issuance.

These tools help you improve the quality and clarity of your written products.

👉 Learn more about all our writing tools for auditors on the Writing Tools overview page.

• The Content Expander takes a short phrase and expands on it for more detailed explanations, which can be helpful when turning your thoughts into something other people can understand.
• The Content Proofreader catches grammatical and spelling errors in your documents, ensuring everything you produce is professional.
• The Content Summarizer creates a short summary of a long document, which is helpful if you receive evidence in a format our other tools can’t read.
• The Meeting Agenda Generator creates a structured agenda for your meetings, making sure you make the best use of everyone’s time.
• The Professional Email Generator helps turn your thoughts into well-structured, error-free emails that have the right tone of voice.
• The Readability Improver helps you make your work papers and reports easier to read and understand, which is very helpful if your audit work is technical.
• The Writing Tone Adjuster changes the tone of your writing for different audiences, making sure you present information effectively to everyone.

The Knowledge Base in AuditPal AI allows you to organize and interact with your documents more comprehensively. It appears in the left-hand panel below the Modules section and is designed to help you group related files into AI-readable units called Collections.

• Use the Default Collection to upload commonly used documents.
• Create new collections to separate files by topic, client, or engagement.
• Collections allow the AI to reference multiple documents as a unified source during chats.

• Start chats directly with any collection to ask questions, summarize content, or extract insights.
• Upload new files to any collection from this page to keep your audit knowledge organized and accessible.

AuditPal AI includes a simple, intuitive Settings panel located at the bottom of the left-hand navigation. It’s divided into three tabs: Account, Limits, and Plan.

Manage your personal information and preferences:

• View your registered email address.
• Optionally add your name for the AI.
• Join the AuditPal AI mailing list.
• Cancel your account if needed.

Track your usage across AuditPal AI tools:

• View a dashboard showing how many AI requests you’ve used.
• Monitor your activity to stay within your plan’s limits.

Understand your subscription and upgrade options:

• See which plan you’re currently on: Free, Professional, or Power.
• Review your plan’s limits and features.
• Learn more about pricing and plan details on our pricing page.

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We have flexible pricing, including a free plan so you can try AuditPal AI without any risk.