ADVISORY WORKFLOWS
A connected workspace for risk advisory work.
Risk advisory engagements often need the same clear thread as assurance work: an agreed scope, supporting evidence, reviewed findings and practical recommendations. AccordWise supports that workflow for advisory work built around risks and controls.
See it in a demo
Give the engagement a structured starting point
Define the scope and connect risks, expected controls and testing strategies. Reuse your firm’s templates while adapting the engagement to the client. AI assistance can help prepare a first draft of risks and controls for the team to review and refine.
Bring the client into the evidence process
Use structured requests to make clear what evidence is needed and where it belongs. One-off secure upload links support individual submissions, while the client workspace gives ongoing collaboration a clear home. Keep supporting files alongside the work they inform.
Turn findings into recommendations the client can follow
Write collaboratively with findings in reach and preserve report versions through review and approval. Agree recommendations, owners and due dates with the client, then keep progress visible in the action tracker.
What kind of advisory work is a suitable fit?
The connected workflow is relevant to risk and controls work, such as governance reviews and financial, operational or compliance process assessments. A demo can establish how well your specific advisory methodology fits.
Explore your firm’s workflow.
See planning, evidence, fieldwork, reporting and client follow-up in a walkthrough of AccordWise.
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