For mid-size audit firms
Replace the PBC chase with finished completeness work.
Your staff accountants spend the first weeks of every engagement chasing client documentation. COSai walks into fieldwork with the completeness package already built — across every consented inbox at the client's organization, audit-grade chain of custody, every document scoped to the period under audit.
The shape of the gap
Busy season runs the same pattern every year. The audit team kicks off, the PBC list goes out, weeks pass, half the items come back partial, the senior chases the controller, the controller chases the PI / the cardholder / the procurement officer, and what should have been three weeks of substantive testing becomes six weeks of completeness scramble.
The capacity bottleneck is structural. You hire more staff accountants — they spend the same first three weeks doing the same chase. The work is wholly manual and almost all of it is finding documents that already exist, in inboxes the client already controls.
What COSai does for the engagement partner
- Pre-engagement completeness package. Before fieldwork, every transaction in the period under audit is either matched to a supporting document or flagged with a row-level chase entry showing the inferred holder.
- PBC list, automated. COSai sends the access-request emails to the inferred holders directly, with the engagement-letter authorization on file and the engagement-partner's name on the request. Logged, approved, audit-trail clean.
- Period-scoped, every operation. The audit isn't of right-now. It's of FY24. Every document request, every completeness check, every report is as-of the audit period.
- Audit-grade chain of custody. Every document touched is logged — when it landed, who saw it, who approved its inclusion, every version. The workpaper section that used to take a senior 4 hours becomes a one-page export.
- Multi-client by design. One firm tenant, every engagement as a sub-tenant — separated client data, separated access controls, one billing relationship.
Who this is for
Regional CPA firms, 15–200 staff, doing 50–300 attest / audit / single-audit engagements per busy season. Sub-15-staff firms are not in our ICP; the WTP is structurally capped.
The buyer is the managing partner or audit practice lead — someone with seasonal-capacity budget who measures the firm in completed engagements per partner-hour, not per seat.
How we price
Not per seat. Priced as seasonal capacity — "one fewer staff accountant per busy season" — which is what the practice lead actually buys. Talk to us for sizing against your engagement count.
Land us before the next busy season
The grant-compliance wedge is producing the first reference logos now. Audit-firm partners get our highest engagement ahead of busy season — get in touch.
Get in touch