Execution
The Execution section contains the operational audit procedures performed during fieldwork.
Execution is where audit testing is performed. This section helps auditors execute procedures, perform sampling, manage workpapers and validate supporting evidence using AI-assisted workflows.
The Execution module combines testing workflows, documentation and evidence validation into one structured environment.
The Execution workflow includes:
Sampling
Workpapers
Test of Details
Sampling
Sampling helps auditors select transactions for audit testing using statistical and non-statistical approaches.
Auditors can:
Select the sampling method
Configure materiality and confidence inputs
Generate sample selections
Review sampled transactions
Capture identified misstatements
Evaluate projected misstatements against Performance Materiality
The platform supports:
Statistical sampling
Non-statistical sampling
Targeted testing
Projection methods for non-statistical testing
Sampling results can then be carried forward directly into testing workflows.
Workpapers
The Workpapers module acts as the central execution workspace for the engagement.
Workpapers are organized into:
Plan
Execute
Complete
The Execute tab contains FSLI-level workpapers and testing activities, including:
Understanding procedures
Substantive testing
Controls testing
Presentation and completion procedures
Sampling integration
Auditors can:
Assign workpapers to team members
Track progress and status
Review assertion mappings
Add manual workpapers
Import templates
Create blank workbooks
This helps audit teams maintain structured documentation throughout execution.
Test of Details
Test of Details helps auditors validate sampled transactions against supporting evidence using configurable AI-powered verification rules.
Auditors can:
Import sampled transactions
Upload source evidence
Define verification rules
Configure validation logic
Run automated testing
The workflow includes:
Input
Auditors can:
Populate data from sampling
Upload a new dataset
Paste transaction tables directly
Source
Auditors upload supporting evidence such as:
Invoices
Purchase orders
Bank documents
Contracts
Supporting schedules
Rules
Auditors define how evidence should be validated by:
Creating custom rules
Using predefined templates
Selecting field types
Configuring AI prompts and extraction logic
Once validation runs, the platform compares transaction data against source evidence and generates testing outputs.
Auditors can click individual result cells to open the supporting document and view the exact highlighted evidence tied to that result. This improves transparency, traceability and audit confidence during review.
Why the Execution Module Matters
The Execution module helps audit teams move from planning into structured testing and documentation.
Benefits include:
Centralized testing workflows
AI-assisted evidence validation
Structured workpaper management
Improved audit consistency
Better review visibility
Reduced manual verification effort
Stronger audit documentation quality
The Execution section ensures audit procedures are performed consistently while maintaining clear evidence linkage and reviewer oversight.
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