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Audit, without bounds

AI-powered external audit software that elevates your craft and helps you navigate complexity.

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For the sharpest auditors, in firms of every size

  • Assistant

    It reads your audit file and cites workpapers by reference, so every answer is grounded in your client's context. It can draft new workpapers too, but nothing changes in your file without your approval.

  • Review Grid

    Pull the details you need from hundreds of documents at once, in minutes rather than days. Every value is cited to the exact page and passage, a click away from its source.

  • Workpapers

    A structured index with automatic references and an enforced review hierarchy. No workpaper can be marked reviewed until the preparer has signed off.

  • PBC Requests

    Track exactly what you're waiting on from the client. Clients see their open requests, never any of your audit workings, and files attach directly to the request that asked for them.

Built for client confidentiality

Audit files hold your clients' most sensitive financial information. BalanceTrace keeps it in the UK, encrypts it throughout, and never lets it train an AI model.

  • Stored in the UK

    Your audit files and client data are stored in London.

  • Never used to train AI

    Client data sent to an AI feature is never used to train models, and model providers don't keep it once the request is answered.

  • Encrypted throughout

    Data is encrypted with AES-256 at rest and TLS 1.2 or higher in transit, and access to each firm's data is enforced by the database itself, not just the application.

Be one of the first firms on BalanceTrace

We're bringing audit firms on a few at a time, starting with single-entity audits, so each one is set up properly.

How it works

  1. 1.Join the waitlistLeave your email, and your name if you like.
  2. 2.Get your invitationWe invite firms in small groups as places open, and email you when yours does.
  3. 3.Get set upWe set your firm up with you, one firm at a time, so it's done properly.
Join the waitlist

About

Higher-quality audits, with less of the grind

We believe the best audits come from experienced people with the right tools, not from longer hours. BalanceTrace is an AI-first, all-in-one platform built to make external audit faster, more thorough and easier to review.

We want every audit team to have the tools to work with confidence: evidence that's easy to trace, and time spent on the judgements that matter rather than on repetitive procedures.

BalanceTrace was founded by a former Big Four auditor with a master's in computer science from University College London. If you'd like to help shape what we build, we'd love to hear from you.

Get early access to BalanceTrace

We're opening to audit firms in small groups. Join the waitlist and we'll invite you as places open.

With your permission, we use analytics cookies on our website and the platform to see how BalanceTrace is used, so we can improve it. They include masked recordings of some sessions, with all text and inputs hidden. If you reject them, we still count visits, but anonymously and without cookies. Cookie Policy