AI workspace for accounting and advisory firms.Turn Client Files Into Finished Engagements.
Docsbench AI agents work through client records, source documents, and prior workpapers, connect the evidence, and draft the audit findings, tax examination responses, advisory reports, and forecasts your engagements deliver.
- Less time gathering evidence
- Every figure traced to its source
- Drafted for partner review
Every Client File. One Workspace.
Bring the trial balances, ledgers, invoices, contracts, receipts, prior workpapers, and engagement instructions into the client’s project. Docsbench’s agents read across all of it, so the evidence that takes weeks to gather and connect is in one place from the first request to the final draft.
Work Through the Whole Client File.
Ledger lines, receipts, invoices, and contracts. Docsbench matches records to their support, applies your mappings and workpaper categories, flags likely miscoding, and keeps every original beside its proposed change. What took the team weeks to gather becomes a schedule you can review.
- Northgate Fleet Services$1,940Office SuppliesVehicle MaintenanceINV-20817Needs review
- Harbor Point Insurance$6,250Prepaid ExpensesPOL-3318Matched
- Cedar & Pine Catering$812Office SuppliesMealsRCT-0941Matched
- Linwood Stationers$246Office SuppliesRCT-1022Matched
Trace Every Finding to Its Evidence.
Compare balances across years, test figures against contracts and shipping documents, and reconcile schedules to the returns. Docsbench shows each finding with the records behind it, so your reviewer can check the evidence, not just the conclusion.
Monthly rent, Jan–Dec
Rent recorded above lease terms: $2,500 a month. The difference is common-area charges, billed separately by the landlord.
Draft the Deliverable. Revise It on Request.
Management letters, IDR responses, QoE reports, and lender forecasts, drafted in your firm’s format with the supporting workbook behind them. When the client changes a date or a reviewer removes an adjustment, tell Docsbench which files to update, and it shows what moved.
Debt service coverage falls to 1.42×1.31×, still above the lender’s minimum.
Coverage holds at 1.42×1.31×
Built for Every Service Line.
Audit findings, examination responses, quality-of-earnings reports, forecasts, and the monthly client pack each start from a different client file and end in a different deliverable. Choose your practice.
From Trial Balance to Management Letter.
“Map the trial balance to our leadsheets, flag fluctuations above our threshold, and pull the client’s explanation for each.”
“For the purchase samples we selected, check each for approval evidence, and list the exceptions with document references.”
“Draft the findings summary and management letter points from the exceptions, referencing each workpaper.”
Spend less of the engagement assembling evidence and more on the judgments only your auditors can make.
Purchase approval · 9 of 40 samples
| P-04 | Brookline Packaging | $3,420 | INV-4471 |
| P-11 | Delta Freight Lines | $12,880 | INV-4502 |
| P-17 | Corven Electric | $1,265 | INV-4560 |
| P-23 | Ashby Office Supply | $940 | INV-4611 |
| P-29 | Marlow Tooling | $7,315 | INV-4688 |
1. Purchase approval controls
- Observation
- 9 of the 40 purchases we sampled had no evidence of approval before payment.C-4
- Effect
- Purchases can be paid without review, raising the risk of error or unauthorized spending.
- Recommendation
- Require documented approval before an invoice is released for payment.
- Excel.xlsx
Findings Workbook. Leadsheet mapping, fluctuations, and exceptions, each linked to its source documents.
- Word.docx
Management Letter Draft. Findings, their effect, and recommendations, ready for partner review.
Editable Word documents. Excel workbooks. PowerPoint decks. Open the files, check the work, and keep refining.
Your Review Chain Stays Intact.
Docsbench drafts the work. Your preparers direct it, your managers review it, and your partners decide what reaches the client.
- 1
Preparer Directs.
Supplies the client file, mappings, and templates, and approves or rejects each flagged item.
- 2
Manager Reviews.
Checks findings against their source documents, tie-outs, and formulas, and leaves notes Docsbench works through.
- 3
Partner Decides.
Reviews the final deliverable and signs what goes to the client.
Can we check every finding before it reaches the client?
Yes. Each finding, adjustment, and figure links to the records behind it. Inspect the source documents, the original and proposed classifications, tie-outs, and formulas before anything is delivered.
Does Docsbench change the client’s books?
It works on the exports and documents you supply. Corrections apply to the working files in your project, and any adjustment in the client’s accounting system remains your team’s decision and action.
Who makes the audit, tax, and advisory calls?
Your professionals do. Docsbench applies your mappings, thresholds, and instructions, drafts the deliverable, and sets aside what needs a decision. Auditors own procedures and opinions, tax specialists own positions, and advisors own their conclusions.
Can we use our own templates and prior workpapers?
Yes. Upload your report templates, prior-year workpapers, mappings, and letters. Docsbench drafts new work in your format and can edit existing files.
Take On the Next Engagement.
Spend less time gathering evidence, building schedules, and drafting from scratch. Give your professionals more time for the judgment, advice, and client relationships that the firm is built on.
Get Early Access