INTERNAL AUDIT WORKFLOWS
Internal audit workflows with a clear thread through the work.
Delivering internal audit services means coordinating planning, fieldwork, review and client communication. AccordWise connects the engagement team and the client, so each stage builds on the work already completed.
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Plan with your firm’s methodology
Shape engagements around scope, risks, controls and testing strategies. Teams can use a control-based or risk-based approach and reuse methodologies and templates. Annual planning can start from the client’s risk register, keeping the engagement grounded in the risks the team intends to assess.
Move from evidence requests to fieldwork
Request evidence against individual controls and keep received files connected to the testing work. Secure one-off upload links let the appropriate person provide evidence without an AccordWise account. An Excel-like testing canvas gives the team a focused place to document tests and findings.
Review in the context of the work
Review prepared controls alongside the underlying evidence and findings. Keep comments, suggested changes and approvals connected to the engagement. Portfolio visibility helps the firm see engagement progress, outstanding reviews and team capacity.
Keep agreed actions visible
Clients can comment on the report, agree actions and owners, and approve or return it for changes. Recommendations flow into the client action tracker, giving follow-up a place in the workflow after reporting.
Can our team retain its own internal audit approach?
Yes. AccordWise supports reusable methodologies and templates with flexibility at engagement level. A demo can focus on how your firm’s planning, testing and review process fits the platform.
Explore your firm’s workflow.
See planning, evidence, fieldwork, reporting and client follow-up in a walkthrough of AccordWise.
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