AuditFile Report Builder

AuditFile is a secure, cloud-based solution that helps CPA firms (and internal audit teams) perform dramatically more efficient audits, reviews, and compilations. AuditFile also has solutions for internal and government auditors. This add-in allows users to connect data from trialbalances and leadsheets to Excel to build financial statements and reports. This add-in is the easiest way to build financial statements and reports from a trial balance and adjusting journal entries. An example use case is building the balance sheet and income statement. For a given financial statement line, a user can link a cell to leadsheet balance. All journal entries are automatically reflected in Excel file.

Auditors can add:

• Prior year account balances

• Current year final account balances

• Prior year leadsheet balances

• Current year final leadsheet balances

• Program area balances (such as Cash, A/R, etc...)

Note: this add-in requires a subscription to AuditFile. To learn more, visit: https://auditfile.com.