Built by a CA(SA) who spent two years ticking notes and checklists by hand at PwC·Used successfully on 25+ audit engagements
Prior Year Ticking
Current Year Ticking
Version Comparison
Disclosure Checklist
Conclusion Analytics
How Prior Year Ticking works
1
Upload your current year draft AFS and your prior year audited AFS.
2
Every comparative figure in every note is agreed back to the prior year actuals.
3
Agreements are ticked, differences flagged – narrative wording changes too.
4
You get an Excel workpaper with the source PDF embedded, ready for the file.
See it on one of your own sets
Leave your email and we'll run it for you. No account needed.
This is what you get back
Every comparative in the current year draft agreed back to the signed prior year AFS.
Differences are live Excel formulae – you can see the working, not just the tick.
Narrative notes compared line by line. Every wording change flagged and summarised –
including tiny spelling and grammatical changes.
Prefer we run it for you? Leave your email and we will do your first set.
FREE TRIAL
Try Prior Year Ticking on your own AFS
Upload your current year draft and prior year audited AFS and receive a completed workpaper with every comparative agreed and every difference flagged. Your first analysis is free – no account or card required.
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Current Year Draft AFS
Drag and drop or click to upload PDFTap to upload PDF
Prior Year Audited AFS
Drag and drop or click to upload PDFTap to upload PDF
We'll send you the Excel report and both PDF documents
Only relevant if you wish to redact current year data before it is sent to the AI for processing.
✓ Redactions applied - API will receive redacted version only
📤 Sending REDACTED PDF to API (current year data blacked out)
Analysis in Progress...
Analysis typically takes 2–10 minutes depending on document complexity
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How Current Year Ticking works
1
Upload your current year AFS, your prior year AFS for opening balances, and the trial balance.
2
Each note is segmented into tabular figures and narrative text.
3
Every tabular figure is verified against the trial balance.
4
You get an Excel workpaper with the source PDF embedded, ready for the file.
See it on one of your own sets
Leave your email and we'll run it for you. No account needed.
This is what you get back
Every tabular figure in the notes agreed to the trial balance. Differences are live Excel formulae – you can see the working, not just the tick.
Clicking on the TB navigation cell will take you to the relevant cell in the trial balance tab.
Prefer we run it for you? Leave your email and we will do your first set.
Current Year Ticking — what it handles well, and what it does not yet
Works best on straightforward, single-entity AFS with a clearly labelled trial balance — account descriptions and balances in clean columns.
Consolidated AFS are not supported. Group structures, intercompany eliminations and multi-entity trial balances are outside the current scope.
A trial balance that is poorly presented (merged cells, missing account descriptions, sub-totals mixed with detail lines) will reduce match rates — expect more items flagged for manual review.
Runs currently take 30 to 90 minutes, longer than the ~10 minutes of our other modules. We are working to bring this down.
FREE TRIAL
Try Current Year Ticking on your own AFS
Upload your draft AFS, prior year AFS and trial balance and receive a completed workpaper with every figure verified against the trial balance. Your first analysis is free – no account or card required.
→
Current Year AFS
Drag and drop or click to upload PDFTap to upload PDF
Prior Year AFS
Drag and drop or click to upload PDFTap to upload PDF
Trial Balance
Drag and drop or click to uploadTap to upload
We'll send you the Excel report and PDF documents
Current Year Ticking
Reading your financial statements…
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Reading & rendering
Preparing sections
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Ticking to trial balance
Waiting
Initialising…
Starting analysis
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CY Analysis Complete
How Version Comparison works
1
Upload the latest draft AFS and an earlier draft from the same reporting period.
2
Both versions are rendered line by line, side by side.
3
Every change is flagged – numbers, text and footnotes – in green or red.
4
You get a downloadable Excel, ready for your working papers.
See it on one of your own sets
Leave your email and we'll run it for you. No account needed.
This is what you get back
The two drafts set out side by side, line for line. Every figure that has changed between versions is flagged in red.
Narrative and footnote changes caught as well as numbers – including wording a reader would skim past.
Prefer we run it for you? Leave your email and we will do your first set.
FREE TRIAL
Try Version Comparison on your own AFS
Upload your latest and earlier drafts and receive a completed comparison showing every numerical and narrative change. Your first analysis is free – no account or card required.
Analysis in Progress...
Analysis typically takes 2–10 minutes depending on document complexity
0%
Sections Complete
0/0
statements & notes
Total Items Compared
0
cumulative
Time Elapsed
0m 0s
running
Time Remaining
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estimated
How the Disclosure Checklist works
1
Upload the draft AFS you want reviewed.
2
Upload your firm’s own disclosure checklist – Excel or PDF, any framework or jurisdiction.
3
Every item on your checklist is reviewed and cross-referenced against the draft.
4
Gaps, partial disclosures and inconsistencies are flagged in a downloadable Excel checklist.
See it on one of your own sets
Leave your email and we'll run it for you. No account needed.
This is what you get back
Each checklist item answered against the draft, with a reference back to where in the statements it was found.
Each checklist item is marked as Yes (met), No (not met), Auditor review or Not applicable – along with a detailed explanation and hyperlinks to the relevant statement or note.
Prefer we run it for you? Leave your email and we will do your first set.
FREE TRIAL
Try the Disclosure Checklist on your own AFS
Upload your draft AFS and your firm’s checklist and receive a completed checklist with every gap and inconsistency flagged. Your first analysis is free – no account or card required.
Analysis in Progress...
Reading the AFS and running the disclosure checklist...
Upload the draft AFS – one PDF, with the current year and prior year columns both inside it.
2
Enter your performance materiality.
3
Every line on the SFP and SCI is set out side by side, with absolute and percentage movements computed.
4
Movements above your materiality are flagged, with a blank explanation column for the team.
See it on one of your own sets
Leave your email and we'll run it for you. No account needed.
This is what you get back
Every line on the face of the statements is analysed against the materiality threshold, with the absolute and percentage movements computed using Excel formulae.
Movements above performance materiality are flagged for follow-up, with an explanation column ready for the audit team's input.
Prefer we run it for you? Leave your email and we will do your first set.
FREE TRIAL
Try Conclusion Analytics on your own AFS
Upload your draft AFS and receive a completed analytical review with every movement above your materiality flagged. Your first analysis is free – no account or card required.
Analysis in Progress...
Reading the draft AFS and computing fluctuations...
