Audit System
Multi-tenant SaaS for accounting audit management for audit firms. Imports financial statements directly from Excel, automatically injects audit marks into generated documents, and organizes teams with hierarchy and time control per audit.
The Challenge
An audit firm put together work papers by hand: they imported financial statements from each audited client from Excel, generated documents applying the standard marks and symbols of the profession one by one, and managed their auditors without a real hierarchy or time control.
The Solution
A system that does that work for the firm: it recognizes on its own what type of financial statement is uploaded and processes it, puts together work papers with the audit marks already placed in their proper positions, and lets each firm organize its team with the real hierarchy of its business. What used to be assembled by hand now comes out automatically.
Development time
May to November 2025.
Focused on
Accounting audit.
Role in the project
Sole developer of the original product, from May to November 2025. Features added later by another developer are not part of this work.
Testimonial
"Excellent experience with Juan in the development of our audit module. From the start, he demonstrated deep knowledge of the requirements: automatic generation of working papers, procedure tracking, and regulatory compliance. He integrated risk analysis and automated analytical and summary schedules. Smooth communication, deliverables on time. We now process audits with much more efficiency and traceability."